PROACTIVE TAX PLANNING FOR BUSINESS OWNERS AND REAL ESTATE INVESTORS

Stop Reacting to Taxes. Start Planning.

Your business decisions affect your taxes.  We help you uncover tax savings, implement strategies, and plan ahead.

Your Business Has Changed. Has Your Tax Approach Kept Up?

As your business expands and your investments progress, it's crucial for your tax approach to evolve as well. Engaging in proactive tax planning is essential; relying on tax conversations only during filing season may result in missing valuable opportunities.


Does this sound familiar?


Your profits are on the rise—and so is your tax bill. You’re likely wondering what to expect, how much to set aside, and where you could potentially reduce expenses. You're evaluating your business structure and considering how you pay yourself. What once worked at the start may no longer align with your current goals.


By utilizing tax advisory services, you can gain valuable clarity before making significant decisions. Whether you're purchasing equipment, investing in real estate, expanding your operations, or planning your exit strategy, understanding the tax impact beforehand can lead to better outcomes. You have financial reports, but you need guidance in interpreting them. You want to know what’s driving your profits, where the cash flow is going, and what areas require attention.


Our mission is straightforward: We deliver tax-focused accounting that connects your financial data, your objectives, and your tax strategy while there’s still time to make informed decisions. Furthermore, our virtual accounting services provide the support you need whenever you require it, streamlining tax preparation to be more efficient and effective.

Marilynn explaining documents to a client.

More Than an Accountant. A Partner on Your Side.

PrecisionBooks Advisors is a virtual boutique tax and accounting firm serving business owners and real estate investors who want guidance beyond filing a return.  


Led by Marilynn Ugarte, EA, CTC, with 18 years of public accounting experience, our firm combines technical expertise with personalized guidance and direct access to your tax advisor.

 

We bring a proactive, analytical approach to tax planning, taking the time to understand your overall financial picture, uncover tax-saving opportunities, and evaluate strategies that help you make informed decisions throughout the year.

Proactive Approach

We help you anticipate tax obligations, identify opportunities, and avoid unnecessary surprises. 

Personalized Guidance

Get direct, attentive support from an advisor who understands your business and financial goals.

Bilingual Support

Work with us virtually in English or Spanish, wherever business takes you. 

Who We Serve

Real Estate Investors

Are your real estate investments tax-efficient? 

From converting your home into a rental to managing short-term and long-term rentals, investing in commercial properties, or developing your next project, every decision has tax implications. We combine accurate property accounting with proactive tax planning to help you maximize available deductions, minimize tax exposure, and build long-term wealth. 

Restaurant Franchise Owners

Are You Planning Beyond Your Franchise Tax Return?

Strong sales don't always mean you're minimizing taxes. Accurate financial records create the foundation for identifying valuable tax-saving opportunities—from entity structuring and depreciation to cost segregation, tax credits, and other strategies tailored to your franchise. We help you plan ahead, reduce unnecessary tax exposure, and keep more of what your business earns.

Don't See Your Industry? Let's Talk.

We also work with established business owners across a variety of industries, providing guidance to help them navigate their financial and tax responsibilities and make informed business decisions.

How We Help

Proactive Tax Planning

Proactive Tax Planning

Identify tax-saving opportunities, reduce unnecessary taxes, and make strategic decisions throughout the year.


Tax-focused accounting.

Tax-Focused Accounting

Go beyond accurate books.  Understand your numbers, monitor performance, and make informed business decisions.


Tax preparation.

Tax Preparation & Filing

Accurate, reliable tax preparation for businesses and individuals, with careful attention to your overall tax picture.


Our Strategic Approach to Paying Less in Taxes

Ready to Stop Reacting to Taxes?

Let's discuss your goals and discover how proactive tax planning and our tax advisory services can help you retain more of your earnings through tax-focused accounting, thorough tax preparation, and convenient virtual accounting services.