Talley Tax Advisory
Tax Advisory is a year-round tax relationship through Talley Tax. One monthly fee covers the return, the planning windows through the year, and the estimates and letters in between.
Tax Advisory is provided through Talley Tax, a separate tax preparation business operated by David Talley. Talley Tax is separate from Talley Wealth, but the philosophy is the same: decisions are easier when someone is looking forward with you. Tax preparation is optional for Talley Wealth clients and priced separately.
The Way In
Every relationship here begins with the Keystone Method, the six-month engagement that puts the full financial picture in order, taxes included.
From there, the work continues along two paths. Wealth Advisory carries the planning, the strategy, and the investments. Tax Advisory carries the tax year. Tax strategy sits where the two overlap, and many families choose both.
See how the Keystone Method worksChoose one, the other, or both.
What Tax Advisory Means
Tax Advisory is one relationship that carries the whole tax year. It covers three things.
01
Prepared, reviewed, and signed by David. Advisory clients rarely gather much, because most documents are already here; the rest arrives through the secure portal. After filing, we review what the return revealed and schedule the follow-ups.
02
A spring withholding and estimates reset, a summer projection once the year has shape, a fall strategy conversation while decisions are still open, and year-end execution before December 31.
03
Quarterly estimates calculated and sent. IRS letters handled by the office. Tax questions answered as they come up, with no hourly meter.
And for advisory families, the piece nobody else can offer: the same firm that manages the portfolio signs the return, so nothing falls into the gap between an advisor and a preparer who never talk.
The Annual Rhythm
This is the rhythm Tax Advisory runs on. Every client's year follows it.
January-April
The return is prepared and filed, and we note what it revealed for the year ahead.
Spring
Withholding and estimates get updated so the current year runs on real numbers.
Summer
A current-year projection once income, profit, and plans have taken shape.
Fall
Roth conversions, charitable timing, contributions, and owner decisions, while there is still time to act.
Year-end
Deadline-sensitive moves confirmed and finished before December 31.
Enter Anytime
The rhythm meets you wherever the year is. Start in March and we start with the return. Start in August and we start with the projection. Start in November and we start with the decisions that close on December 31.
Tax Advisory Pricing
Preparation and filing are included, and one monthly fee carries the whole year.
Individual
$200/mo
starting point
For households whose tax year runs through employment, retirement accounts, investments, charitable giving, and the retirement transition.
Business Owner
$400/mo
starting point
Adds the business return, owner pay, entity questions, quarterly estimates with real numbers behind them, and year-end purchase decisions.
These are starting points. The exact fee is set for your situation after we see the return, and it is confirmed before anything begins. Most clients pay monthly, and paying for the year in full works too.
Who It Fits
Clients come through the Keystone Method, so the full picture is already built. Tax Advisory earns its keep when income is meaningful, changing, or connected to decisions that should happen before the return is prepared.
Common Questions
Yes. Preparation and filing are one part of the relationship. The rest happens during the year: projections, strategy conversations, estimate updates, and follow-through on the decisions that close on December 31.
That is fine. We can start by reviewing what the return revealed, updating withholding or estimated payments, and building a current-year projection.
Yes. The rhythm is built so clients can enter where the year actually is. In summer we usually start with projection work. In fall we usually start with strategy before year-end deadlines arrive.
Tax Advisory is available to families who have completed the Keystone Method. That engagement is where the full financial picture gets built, and it is what makes the tax work this specific. Talley Tax is still a separate business, and Tax Advisory is always optional and priced separately.
Tax Advisory is a monthly fee. Individual pricing starts at $200 per month and business-owner pricing starts at $400 per month, with preparation and filing included. The exact number is set for your situation after we see the return, and it is confirmed before anything begins. Paying for the year in full is also an option.
You may be best served by keeping that relationship. The question is whether you are also getting proactive planning before the year closes. If you are, great. If not, that is the gap Tax Advisory is designed to address.
No. The relationship is structured around preparation, planning touchpoints, projections, and questions that fit the scope of the relationship. If something requires a separate project or another professional, we will say that clearly.
Next Step
If we already work together, mention Tax Advisory at your next review or reach out to the office and we will take it from there. If we have not met yet, the Keystone Method is where every relationship here begins.
Securities and advisory services are offered through Cambridge entities as described in the site footer. Tax Advisory is separate and provided through Talley Tax. Talley Wealth advisory services do not include tax preparation unless a separate Talley Tax relationship is established.
