Duke Tax & Advisory crown mark DUKETAX & ADVISORY
TAX PREPARATION · TAX PLANNING · BOOKKEEPING · ADVISORY

Clarity in numbers. Confidence in decisions.

Duke Tax & Advisory handles preparation and bookkeeping correctly, then builds planning around your numbers throughout the year.

Start Onboarding See What We Do
Done right, every time Available when you need us Built around your needs
WHAT WE DO

Four services, done properly.

Planning only works if the numbers underneath it are right. That's the order we do things in.

01

Tax Preparation

Federal and state returns for individuals and businesses, reviewed before anything is filed.

  • Individual returns — W-2, self-employment, rental, and investment income
  • Business returns — S-corp, C-corp, partnership, and LLC filings
  • Multi-state and multi-entity returns
  • Prior-year amendments and catch-up filing
  • Extension filing and quarterly estimated payment calculations
02

Tax Planning

Entity structure, timing, and deductions worked out early enough in the year to make a difference.

  • Entity structure review and S-corp election timing
  • Retirement contribution strategy — SEP, Solo 401(k), and similar plans
  • Depreciation and Section 179 planning
  • Multi-year income timing and tax bracket management
  • Exit, sale, and succession planning for business owners
03

Bookkeeping

Books kept on a schedule built around your business, not a fixed package — so you always know where you stand.

  • Monthly or quarterly reconciliation, on whatever cadence fits your business
  • Chart of accounts setup and cleanup of existing books
  • Payroll coordination and recordkeeping
  • Financial statements — profit & loss and balance sheet — on a regular schedule
  • Software setup and support (QuickBooks, Xero, and similar platforms)
04

Advisory

A direct line for decisions that don't show up on a return — pricing, hiring, cash flow, and structure.

  • Cash flow forecasting and planning
  • Pricing and profit margin review
  • Hiring decisions and compensation structure
  • Growth, expansion, and major purchase decisions
  • Buy-sell agreements and partnership structuring support
WHO WE SERVE

Who we work with.

Individuals, business owners, and practices who want planning built around them, not a generic return.

I.

Individuals & Families

Wage income, self-employment, and life changes — planned for ahead of time, not addressed after the fact.

II.

Business Owners

Entity structure, compensation, and bookkeeping that ensures accuracy throughout the year.

III.

Growing Practices

Businesses that have outgrown spreadsheets and want a CPA involved year-round, not just at tax time.

HOW IT WORKS

How we start.

1

Complete the onboarding questionnaire

Five minutes, no documents needed yet — just a clear picture of your situation.

2

We review it personally

A partner reads every submission personally to understand your situation and how we'd approach it.

3

A conversation, then a scope

If it's a fit, we schedule a call and follow with a written engagement — costs and all, before anything starts.

HOW WE MAKE SURE IT'S A GOOD FIT

There's no fixed package here. The onboarding questionnaire tells us what you actually need, and we build the engagement around that.

NEW CLIENT ONBOARDING

Let's get to know you.

A short questionnaire — a few minutes, no documents needed yet. It's how we get a real picture of your situation before we ever talk numbers or fees.

Start Onboarding

Takes about 3 minutes. A partner reviews every submission personally.