PIVOT YOUR BUSINESS TO GREATER SUCCESS
Smart strategies to help you achieve your financial goals.
DEDICATED TO
OPTIMIZE
STRATEGIZE
EMPOWER
There is nothing wrong with gig work, side hustles, or part time entrepreneurship. But once you move beyond those levels, you must start viewing business through a different lens.
Running a real business demands more than hustle. It requires structure, discipline, and accountability. Payroll taxes, compliance, regulations, laws, and business customs are non negotiable. Everyone dreams of becoming a millionaire, but few recognize the responsibility that comes with it.
Too often, new businesses scale without the right knowledge, without a team, and ultimately collapse. But you do not have to sink. The right financial team can help you grow with confidence, stay compliant, and remain profitable.
These services are tailored for high six to eight figure organizations that need more than basic bookkeeping. At that level, financial structure, compliance, and strategy are not optional—they are essential. We help position you for sustainable growth, stronger profitability, and long term success.
Do you have a comprehensive plan in place for your business? Are you legally structured for protection? Do you have growth and tax strategies to help maximize profitability? If not, we are here for you.
Our wide array of services is designed to help micro and small businesses thrive. Schedule your consultation today and step into the new year ready for growth and success.
WHAT IS TAX PLANNING & STRATEGY MANAGEMENT?
GTS Elite Advisors' Tax Planning and Strategy Management is the proactive process of organizing your finances to minimize tax liabilities while maximizing opportunities for growth. By strategically planning throughout the year, we help you take advantage of deductions, credits, and tax-saving opportunities that align with your financial goals.
OUR TEAM
GTS Elite Advisors is a boutique division of Global Tax Service, featuring a highly trained team of expert tax strategists and advisors. We work closely with you to create a personalized tax strategy tailored to your unique needs. Our approach is more than just guidance; we collaborate with you to ensure your goals are at the heart of everything we do. Whether you're an individual looking to save on taxes or a business striving for long-term success, we partner with you every step of the way, ensuring you stay on track to achieve your financial goals with confidence and peace of mind.
TAX SAVING
STRATEGIES
There are many tax planning strategies that GTS Elite Advisors use to help clients optimize their financial situation. By going in-depth into the tax code, tax experts can identify opportunities that may not be immediately obvious. These strategies are tailored to each client’s unique circumstances, considering factors such as income level, investments, business structures, and long-term financial goals.
A personalized approach allows our tax strategists to utilize various deductions, credits, and tax-efficient investment opportunities, minimizing liabilities and maximizing savings. This level of customization ensures that clients are not only compliant with tax laws but also positioned for long-term financial success.
BUILDING WEALTH
Tax planning helps build wealth by minimizing your tax liabilities and maximizing your ability to invest and save. Through GTS Elite Advisors proactive strategies, tax planning identifies opportunities for deductions, credits, and tax-efficient investments, allowing you to keep more of your income and reinvest it into growing assets like retirement accounts, real estate, or business ventures.
By aligning your tax strategy with your financial goals, you can make more informed decisions about spending, saving, and investing. Proper tax planning also helps you avoid costly tax mistakes and penalties, which can erode your wealth over time. Ultimately, it creates a solid financial foundation that supports long-term growth and wealth accumulation.
INVESTMENT MANAGEMENT PARTNERSHIPS
GTS Elite Advisors partner with financial advisors from some of the most prestigious financial management institutions to ensure you're making sound investments while protecting and growing your wealth. Our trusted partnerships bring expert guidance, offering tailored investment strategies that align with your financial goals. With a focus on long-term success, we help you navigate market complexities, minimize risks, and capitalize on opportunities to build a secure, thriving financial future. Together, we work to safeguard your wealth and make informed decisions that support your aspirations.
FRACTIONAL CFO SERVICES
Global Tax Service offers fractional CFO services to help businesses manage their financial strategy, cash flow, budgeting, and financial planning. These services provide businesses with expert financial guidance without the need for a full-time, in-house CFO. Our team works closely with your business to optimize financial operations, make informed decisions, and drive growth. Whether you're a startup or an established company, our fractional CFO services can help streamline your financial processes and set your business up for long-term success.
Start saving. Keep building.
Are you tired of losing your hard-earned income to the IRS? Ready to build wealth and gain financial peace of mind? Tax planning is the answer!
For many taxpayers—especially business owners—a year-end tax planning meeting isn’t just helpful; it’s essential. This meeting is your opportunity to gain clarity about your financial picture and discover how our services can best support your goals.
Please note: This is a discovery session, not an advisory consultation. It’s designed to explore how we can partner with you to create a smarter, more profitable tax strategy. Let’s take the first step toward maximizing your income and minimizing your stress—schedule your meeting today!
Tax Planning
&
Fractional CFO
Packages
Our all-inclusive monthly packages deliver an immediate return on investment. While we’re not focused on being the cheapest, our priority is to be the best! Choose the option below to schedule your complimentary initial strategy call.
Legacy Elite
Tax Planning
+
Fractional cfo
Our Legacy Elite service is designed for growing businesses that demand more than basic accounting. We provide fractional CFO expertise paired with advanced tax strategy to help you scale with confidence. This premium service focuses on financial management, long-term strategy, wealth preservation, and compliance—ensuring your business thrives today while laying the foundation for lasting success. From optimizing tax structures to guiding growth decisions, we help business leaders protect profits, strengthen operations, and build a legacy of financial stability.
Who Benefits Most
Legacy Elite is designed for small to mid-sized businesses typically $1M–$50M in annual revenue) and fast-growing startups that need top-tier financial leadership without the overhead of a full-time CFO. This package combines high-level strategic finance with deep tax strategist insights, making it ideal for companies navigating complex challenges such as growth planning, fundraising, cash flow management, and major decision-making. It delivers the expertise and guidance of an executive team—without the permanent executive hire.
Frontline
Fractional cfo
Services
Our Frontline Fractional CFO service is the ideal first step for businesses ready to move beyond basic bookkeeping. We provide hands-on financial oversight while guiding you toward smarter decisions that fuel growth. Think of it as having a trusted partner on the frontlines—managing budgets, improving cash flow, setting up financial systems, and ensuring compliance—while also helping you prepare for the next stage of expansion. This service bridges the gap between day-to-day financial management and long-term strategic planning, giving you both stability now and momentum for the future.
Who Benefits Most
Frontline is best suited for small to mid-sized businesses (typically $1M–$50M in annual revenue) and fast-growing startups that need high-level financial leadership without the cost of a full-time CFO. These companies face complex challenges—growth planning, fundraising, cash flow management, and strategic decision-making—where expert guidance is essential, but a permanent executive hire may not yet be viable or necessary.
elite plus
Tax planning &
Strategy
Our Elite Plus service is designed for both businesses and individuals with significant revenue, rapid growth, or complex tax needs. This premium service goes far beyond basic compliance, offering proactive strategies to reduce liabilities, maximize savings, and uncover often-overlooked credits and deductions. By aligning your tax plan with your broader financial goals, we focus on wealth preservation, sustainable growth, and legacy-building—helping you stay financially strong today while securing long-term prosperity for the future.
Who Benefits Most
Our Elite Plus Tax Planning Service is tailored for small businesses (typically $350k - under $1M in annual revenue) and individuals with significant revenue or complex financial needs. We go beyond compliance with proactive strategies to reduce liabilities, maximize savings, and ensure long-term stability. Perfect for companies in growth or managing complex structures, this service aligns your tax plan with your goals—protecting today’s profits while securing tomorrow’s prosperity.
essential
Tax planning & Strategy
Our Essential service is ideal for individuals, sole proprietors, and single-member LLCs with growing financial needs. Designed for those ready to move beyond basic tax preparation, this package provides proactive strategies to minimize liabilities, maximize deductions and credits, and strengthen your financial foundation. It’s the perfect next step for those looking to take greater control of their tax planning while setting the stage for long-term success.
Who Benefits Most
The Core Tax Guidance Package is ideal for individuals, freelancers, and small business owners with straightforward tax needs. It’s best suited for those earning up to $100K annually or small businesses generating $150K- $350K in revenue. This package is perfect for people who want reliable tax compliance, guidance on essential filings, and help optimizing basic deductions—without the complexity of higher-level tax planning.
core
Tax Guidance
The Core Tax Guidance Package is designed for individuals and small businesses with simple tax needs. This entry-level service provides foundational tax advice, ensures compliance with tax laws, and guides you through essential filings. While not as comprehensive as higher-tier packages, it delivers practical insights and support to help you stay on track, avoid costly mistakes, and optimize basic deductions. Perfect for those seeking straightforward, no-frills tax guidance.
Who Benefits Most
The Core tax guidance service is perfect for individuals, freelancers, and small business owners with straightforward tax situations. It’s designed for those who need reliable support with compliance and essential filings, without the complexity of advanced tax planning. Ideal for anyone seeking clear guidance, optimized basic deductions, and peace of mind knowing their taxes are handled correctly.
General accounting services
During a general accounting meeting, we focus on understanding your business’s financial needs and providing actionable insights to support your goals. Here’s what the meeting typically includes:
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Initial Overview: We begin by discussing your current financial processes, challenges, and objectives to better understand your unique business needs.
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Review of Financials: If applicable, we review your existing financial reports, including income statements, balance sheets, and cash flow statements, to assess your business’s financial health.
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Addressing Key Areas: We identify specific areas where our accounting services can add value, such as bookkeeping, payroll, tax compliance, or financial planning.
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Q&A Session: You’ll have the opportunity to ask questions and gain clarity on financial practices, tax strategies, or any other concerns.
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Customized Solutions: Based on your input, we outline a tailored plan of action to streamline your financial processes and support your business goals.
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Next Steps: Finally, we discuss implementation timelines, service agreements, and the best way to move forward to ensure your business’s success.
This meeting is designed to be informative, collaborative, and focused on providing you with the tools and strategies to achieve financial clarity and growth. Let’s work together to make your numbers work for you!
Our comprehensive accounting services are designed to support businesses in managing their financial health with accuracy and efficiency. We provide a full range of solutions, including:
Our goal is to provide the financial clarity and support you need to focus on running and growing your business. Let us handle the numbers so you can focus on your passion!
The hourly rate for this service is $250.00 and is due at the time of booking.