We understand the business owner’s perspective and we know that sometimes it can be lonely at the top, with tough decisions resting squarely on your shoulders. At SPM&Co, we are more than your accountants; we are your strategic partners, working alongside you to identify the most critical components of your business and developing individualized plans to maximize growth opportunities and drive your business forward.
Our advisory first approach is designed to provide clarity and confidence in your decision-making process. By focusing on proactive planning and dynamic ongoing compliance strategies, we help business owners transform their cash flow, optimize budgets, and achieve long-term success.
Recognizing that every business is unique in its goals, opportunities and challenges, our services are curated to support you at every stage of your journey. With this approach, we streamline tax planning and compliance preparation, ensuring a seamless and efficient experience from the initial discovery meeting to the final implementation of your custom strategy. Partnering with SPM&Co means gaining a team dedicated to empowering your continued success.
Get started by filling out our new business client questionnaire
More about our Programs
Our Programs
Advantage
Advantage +
Advantage +2
Advantage +3
Tax Projection with Q&A Video SessionEstimates your future tax liability based on current income and deductions, giving you a forecast for the upcoming year. We review your financials and provide insights, followed by a 15-20 minute video consultation to discuss our findings and answer questions.
Yes
N/A
N/A
N/A
Tax Planning & Ongoing Advisory MeetingFocuses on reducing your tax burden through strategic decisions. In our advisory sessions, we review your financials and identify actionable tax-saving strategies, ensuring ongoing support to keep you on track and adapt to changes for long-term efficiency. Typical topics… Section 199A QBI Tax Optimization, Small Business Tax Deductions Optimization, Mock Tax Returns, and “What-If” Analysis.
N/A
Yes
Yes
Yes
Business Tax Return
Yes
Yes
Yes
Yes
Personal Tax Return
Yes
Yes
Yes
Yes
Compliance- 1099s (5) & Annual Report (performed in January)
Yes
Yes
Yes
Yes
Phone Call/Email Support throughout the Year (not resulting in separate stand alone advisory offering)
Yes
Yes
Yes
Yes
Notice Protection
-
Yes
Yes
Yes
Industry Reports and Benchmarking Data
-
Yes
Yes
Yes
Advisory & Accounting Check-In Session ("Mid Yr"… May to August)
-
Yes
Yes
Yes
Ongoing Advisory Meeting - 2ndProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
Yes
Yes
Ongoing Advisory Meeting - 3rdProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
-
Yes
Consultation Support Throughout the Year (not resulting in separate stand alone advisory offering)
-
-
-
Yes
Our Programs
Advantage
Advantage +
Advantage +2
Advantage +3
Tax Projection with Q&A Video SessionEstimates your future tax liability based on current income and deductions, giving you a forecast for the upcoming year. We review your financials and provide insights, followed by a 15-20 minute video consultation to discuss our findings and answer questions.
Yes
N/A
N/A
N/A
Tax Planning & Ongoing Advisory MeetingFocuses on reducing your tax burden through strategic decisions. In our advisory sessions, we review your financials and identify actionable tax-saving strategies, ensuring ongoing support to keep you on track and adapt to changes for long-term efficiency. Typical topics… Section 199A QBI Tax Optimization, Small Business Tax Deductions Optimization, Mock Tax Returns, and “What-If” Analysis.
N/A
Yes
Yes
Yes
Business Tax Return
Yes
Yes
Yes
Yes
Personal Tax Return
Yes
Yes
Yes
Yes
Compliance- 1099s (5) & Annual Report (performed in January)
Yes
Yes
Yes
Yes
Phone Call/Email Support throughout the Year (not resulting in separate stand alone advisory offering)
Yes
Yes
Yes
Yes
Notice Protection
-
Yes
Yes
Yes
Industry Reports and Benchmarking Data
-
Yes
Yes
Yes
Advisory & Accounting Check-In Session ("Mid Yr"… May to August)
-
Yes
Yes
Yes
Ongoing Advisory Meeting - 2ndProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
Yes
Yes
Ongoing Advisory Meeting - 3rdProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
-
Yes
Consultation Support Throughout the Year (not resulting in separate stand alone advisory offering)
-
-
-
Yes
Our Programs
Advantage
Advantage +
Advantage +2
Advantage +3
Tax Projection with Q&A Video SessionEstimates your future tax liability based on current income and deductions, giving you a forecast for the upcoming year. We review your financials and provide insights, followed by a 15-20 minute video consultation to discuss our findings and answer questions.
Yes
N/A
N/A
N/A
Tax Planning & Ongoing Advisory MeetingFocuses on reducing your tax burden through strategic decisions. In our advisory sessions, we review your financials and identify actionable tax-saving strategies, ensuring ongoing support to keep you on track and adapt to changes for long-term efficiency. Typical topics… Section 199A QBI Tax Optimization, Small Business Tax Deductions Optimization, Mock Tax Returns, and “What-If” Analysis.
N/A
Yes
Yes
Yes
Business Tax Return
Yes
Yes
Yes
Yes
Personal Tax Return
Yes
Yes
Yes
Yes
Compliance- 1099s (5) & Annual Report (performed in January)
Yes
Yes
Yes
Yes
Phone Call/Email Support throughout the Year (not resulting in separate stand alone advisory offering)
Yes
Yes
Yes
Yes
Notice Protection
-
Yes
Yes
Yes
Industry Reports and Benchmarking Data
-
Yes
Yes
Yes
Advisory & Accounting Check-In Session ("Mid Yr"… May to August)
-
Yes
Yes
Yes
Ongoing Advisory Meeting - 2ndProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
Yes
Yes
Ongoing Advisory Meeting - 3rdProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
-
Yes
Consultation Support Throughout the Year (not resulting in separate stand alone advisory offering)
-
-
-
Yes
Our Programs
Advantage
Advantage +
Advantage +2
Advantage +3
Tax Projection with Q&A Video SessionEstimates your future tax liability based on current income and deductions, giving you a forecast for the upcoming year. We review your financials and provide insights, followed by a 15-20 minute video consultation to discuss our findings and answer questions.
Yes
N/A
N/A
N/A
Tax Planning & Ongoing Advisory MeetingFocuses on reducing your tax burden through strategic decisions. In our advisory sessions, we review your financials and identify actionable tax-saving strategies, ensuring ongoing support to keep you on track and adapt to changes for long-term efficiency. Typical topics… Section 199A QBI Tax Optimization, Small Business Tax Deductions Optimization, Mock Tax Returns, and “What-If” Analysis.
N/A
Yes
Yes
Yes
Business Tax Return
Yes
Yes
Yes
Yes
Personal Tax Return
Yes
Yes
Yes
Yes
Compliance- 1099s (5) & Annual Report (performed in January)
Yes
Yes
Yes
Yes
Phone Call/Email Support throughout the Year (not resulting in separate stand alone advisory offering)
Yes
Yes
Yes
Yes
Notice Protection
-
Yes
Yes
Yes
Industry Reports and Benchmarking Data
-
Yes
Yes
Yes
Advisory & Accounting Check-In Session ("Mid Yr"… May to August)
-
Yes
Yes
Yes
Ongoing Advisory Meeting - 2ndProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
Yes
Yes
Ongoing Advisory Meeting - 3rdProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
-
Yes
Consultation Support Throughout the Year (not resulting in separate stand alone advisory offering)
-
-
-
Yes
Our Programs
Advantage
Advantage +
Advantage +2
Advantage +3
Tax Projection with Q&A Video SessionEstimates your future tax liability based on current income and deductions, giving you a forecast for the upcoming year. We review your financials and provide insights, followed by a 15-20 minute video consultation to discuss our findings and answer questions.
Yes
N/A
N/A
N/A
Tax Planning & Ongoing Advisory MeetingFocuses on reducing your tax burden through strategic decisions. In our advisory sessions, we review your financials and identify actionable tax-saving strategies, ensuring ongoing support to keep you on track and adapt to changes for long-term efficiency. Typical topics… Section 199A QBI Tax Optimization, Small Business Tax Deductions Optimization, Mock Tax Returns, and “What-If” Analysis.
N/A
Yes
Yes
Yes
Business Tax Return
Yes
Yes
Yes
Yes
Personal Tax Return
Yes
Yes
Yes
Yes
Compliance- 1099s (5) & Annual Report (performed in January)
Yes
Yes
Yes
Yes
Phone Call/Email Support throughout the Year (not resulting in separate stand alone advisory offering)
Yes
Yes
Yes
Yes
Notice Protection
-
Yes
Yes
Yes
Industry Reports and Benchmarking Data
-
Yes
Yes
Yes
Advisory & Accounting Check-In Session ("Mid Yr"… May to August)
-
Yes
Yes
Yes
Ongoing Advisory Meeting - 2ndProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
Yes
Yes
Ongoing Advisory Meeting - 3rdProvides continuous support to keep your tax and financial strategies aligned with your evolving situation. As income, deductions, or tax laws change, regular check-ins allow us to adjust your approach, ensuring you stay on track. This proactive strategy maximizes long-term efficiency, helping you adapt and grow, no matter what changes arise, with ongoing meetings to ensure constant connectivity.
-
-
-
Yes
Consultation Support Throughout the Year (not resulting in separate stand alone advisory offering)
-
-
-
Yes