Services & Advisory
Lead with the thinking. Support with the filing.
Four operations, in the order that matters: strategy and analysis first, compliance done right underneath. Every engagement is built for owners doing $250K+ who want a partner — not a April-only vendor.
Operation 01
Tax Planning & Preparation
= subtract what you’re overpayingStrategy first — filing second. Individual and business returns across S-Corps, partnerships, LLCs, and multi-entity structures, built on a year of planning instead of an April scramble.
- Year-round proactive planning — before the year closes, while the number can still change
- Estimated payments and mid-year reviews, on time, every time
- Business + personal returns coordinated as one picture
- Multi-entity and California-specific complexity handled
Who it’s for: owners tired of overpaying, of April surprises, and of accountants who only report the damage.
Operation 02 · The flagship
Financial Analysis & Advisory
= multiply what your numbers can doThe CFO lens, applied to your business. This is what separates Mike from every other CPA in the room: eleven years of financial planning & analysis at Colgate-Palmolive, now reading your revenue trends, margins, and cash flow — and connecting them to decisions.
- Quarterly reviews that connect the numbers to what you do next
- Budgeting, forecasting, and strategic financial planning
- Margin, pricing, and cash-flow analysis — FP&A style
- The proactive outreach: Mike calls you when something matters
Who it’s for: growing owners who’ve outgrown a generalist and want a strategic partner reading the road ahead.
Fortune 500 lens
Operation 03
Business Structure & Entity Strategy
= divide it right, from the foundation upS-Corp, LLC, or partnership? Salary or distributions? Contractor or employee? How you split things is often where the biggest savings hide — and where the costliest mistakes live.
- Entity selection, formation, and optimization — or restructuring what’s wrong today
- Owner compensation strategy: salary vs. distributions, done defensibly
- Contractor vs. employee classification and its tax treatment
- Exit and succession planning for the longer arc
Who it’s for: new and scaling businesses — and established owners who suspect they’re structured wrong.
Operation 04
Accounting Advisory
= add senior oversight — not bookkeepingMike reviews and advises; he doesn’t push receipts. Periodic review of your financials, oversight of your accounting, and guidance on systems and best practices — so your books are an asset, not an afterthought.
- Periodic financial review with a senior set of eyes
- Accounting oversight and quality control
- Systems & best-practice advisory (what to run, what to fix)
- Need day-to-day bookkeeping? Mike connects you with trusted partners from his network
Who it’s for: owners who want their financials reviewed like they matter — because they do.
Also in the ledger
The rest, done right.
Individual & Family Returns
Personal returns for owners and their families, coordinated with the business plan — RSUs, K-1s, rentals, multi-state.
personalIRS Representation & Notices
Calm, authoritative handling of notices, audits, and back taxes. Thirty years of knowing exactly how to respond.
resolutionExit & Succession Planning
Ownership transitions, sale readiness, and wealth-transfer strategy — where the Fortune 500 depth shows.
the long gameRadical transparency
Your first 90 days with Mike.
No mystery, no black box. Here’s exactly what happens after you book.
The discovery call
15 free minutes. Your business, your questions, straight answers — and an honest read on whether it’s a fit, both ways.
The deep dive
Mike reviews your returns, your books, and your structure — the Understand step of the McCabe Method. You’ll know what he sees, in plain English.
Your plan, running
Priorities, quick wins, a planning calendar for the year — and the cadence set: quarterly touchpoints, direct access, no surprises.
The honest filter
Is Mike right for you?
+A great fit
- Business owner doing roughly $250K–$1M+ in revenue
- Multi-entity or getting there — S-Corp, LLC, partnership questions
- Wants proactive planning and year-round access, not just April
- Values expertise and will invest in the right relationship
−Probably not (and that’s fine)
- Simple W-2 situation with no business complexity
- Shopping for the lowest fee, not the best answer
- Wants one contact per year and no advice in between
- Not ready to act on planning — compliance only
Pricing: flexible packages, retainers, or hourly — scoped to your situation on the discovery call, so you’re never paying for services you don’t need.
Scope it on a free call
= The bottom line
Let’s talk.
Book your free 15-minute discovery call — a relaxed conversation to see if we’re a fit. No pressure, no jargon.
Step one
The Free Discovery Call
15 minutes. Your business, your questions, straight answers — and if it’s a fit, exactly what your first 90 days would look like.
= no cost · no obligation · no jargon
Prefer to write first?
Tell Mike what’s going on. He reads every message himself — same-day or next-day response.
Thanks— message received.
Mike reads these himself. Expect a same-day or next-day reply — that’s the standard, not a favor.
Rather talk it through? (310) 773-1964
Services FAQ
Straight answers.
What’s the difference between tax planning and tax prep?
Prep is the paperwork; planning is the strategy that decides what the paperwork says. Planning happens during the year — entity structure, timing, compensation, estimated payments — so the return simply records a number you already improved.
Do I need advisory if I already have a bookkeeper?
A bookkeeper records transactions; an advisor tells you what they mean and what to do next. Mike works alongside good bookkeepers — he reviews, analyzes, and strategizes on top of clean books. If your books need help, he’ll connect you with trusted partners.
Does Mike do bookkeeping?
No — and that’s deliberate. Mike provides accounting advisory: senior review and oversight of your financials. Day-to-day bookkeeping execution goes to trusted partners in his network, and he oversees the quality.
Should my business be an S-Corp?
Sometimes yes, sometimes emphatically no — it depends on your profit, your payroll, your state, and your plans. That’s exactly the kind of question the discovery call is for. Bring it; Mike will tell you straight.
What does it cost?
Engagements are flexible — packages, retainers, or hourly — and scoped on your discovery call once Mike understands your situation. You’ll always know the structure before anything starts.