Tax Support Built To Stand Beside You.
Sundial Advisory
Tax Services
Tax Services
Proactive planning, careful preparation, and steady advocacy for business owners.
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Comprehensive tax services designed for owners who want clarity, preparedness, and fewer surprises.
How We Work
001
Understand The Structure
Review entities, operations, and goals.
002
Plan Throughout The Year
Address tax decisions before deadlines.
003
Prepare and File Carefully
Accurate, defensible tax filings.
004
Support When Needed
Guidance through notices or disputes.
Planned, not reactive.
Proactive Tax Planning
Tax decisions made before deadlines, not after.
Details
001
Year-Round Planning
Ongoing tax planning aligned with business performance and ownership goals.
002
Entity And Structure Optimization
Guidance on entity structure, compensation, and tax elections as the business evolves.
003
Strategic Timing Decisions
Thoughtful planning around income, expenses, and major transactions.
No surprises.
Fewer Surprises, Lower Risk.
Confidence that nothing important is being missed.
Details
001
Accurate, Defensible Filings
Returns prepared carefully to withstand scrutiny, not rushed to meet deadlines.
002
Compliance Built Into the Process
Deadlines, filings, and requirements tracked and managed proactively
003
Reduced Audit Exposure
Thoughtful preparation designed to minimize risk and questions.
In your corner.
Advocacy When It Matters
Support when issues arise, not just when returns are due.
Details
001
IRS Notice Support
Clear guidance and direct handling of IRS correspondence and notices.
002
Dispute and Resolution Assistance
Support through audits, disputes, and information requests.
003
Penalty Abatement
Pursuit of penalty reductions or removals when appropriate.
Book a Discovery Call.
Sundial is a full service advisory and accounting firm. We invite you to book an exploratory call to see if we're the right fit for each other.
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