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CFO & MORE LLC
Your Business Deserves More Than Just a Tax Return
Proactive tax strategy and year-round CPA access for business owners and high net worth individuals who want to keep more of what they make and never get caught off guard again.
After years of working with business owners, I kept seeing the same frustration: clients would come to us in January, and we'd spend the whole meeting talking about what they should have done the year before.
The strategies were real. The savings were real. But the timing was wrong.
That's why I created the CFO & More Private Tax Planning Program, to shift the conversation to before the decisions are made, not after. This isn't about filing your return correctly. It's about building a tax strategy that actually serves your life and your business goals.
If you're paying a meaningful amount in taxes and you've never had a real planning conversation, not just a filing meeting, this is what that looks like.
Sam
CFO & More LLC
WHO THIS IS FOR
Is CFO & More Right for You?
This is for you if:
You own a business and pay a significant amount in taxes
You're tired of hearing what you should have done after the year is over
You want strategy, not just compliance
You want access to your CPA all year long — not just at tax time
An audit would seriously disrupt your business and your income
You want your CPA, attorney, and financial advisor all working from the same plan
This is NOT for:
Clients who don't pay a significant amount in taxes
Anyone looking for the lowest-cost tax prep
DIY filers
Anyone who only wants reactive, once-a-year advice
Not a business owner but still interested?
THE PROBLEM
Most Business Owners Find Out What They Should Have Done, After It's Too Late
By the time most people sit down with their CPA, the tax year is already over. The strategies are explained. The savings are described. And none of it is actionable anymore.
"The year is already over" — By the time most clients think about tax planning, key strategies are no longer available.
"What you should have done" — Opportunities to reduce taxes have already passed. Your CPA is explaining history, not building your future.
"Reactive by design" — Most CPA relationships are structured around compliance deadlines, not proactive client strategy.
Accurate filing is important. But accuracy alone does not equal optimization.
THE SOLUTION
A Concierge Experience Built Around You and Your Business
Access All Year Long
We intentionally limit the number of clients each CPA serves so that when you need us, we're available. This is not a once-a-year relationship.
Strategy Before the Year Ends
We work forward from your goals — identifying opportunities and implementing strategies before they expire, not explaining them after.
Everyone on the Same Page
We align your CPA strategy with your attorney and financial advisor so your decisions aren't being made in isolation. One direction. One plan.
We expect to be your CFO. When you're not satisfied, we want to know. We're here to get it right.
WHAT WE DO
Proactive Financial Guidance Built Around Your Business
CFO & More LLC offers more than tax filing. We provide the kind of forward-thinking guidance that keeps you in control of your financial decisions all year long.
Private Tax Planning
Year-round, proactive tax strategy tailored to your business. We plan before the year ends not after. Multiple planning sessions, done-for-you implementation, and advisor alignment included
The Augusta Rule
An IRS-approved strategy that allows qualifying homeowners and renters to receive up to 14 days of rental income per year completely tax-free. When structured correctly, your business deducts the rent and you report nothing.
CFO-Level Advisory
Strategic financial thinking without the six-figure overhead. We help align your tax decisions with your bigger goals wealth, retirement, growth and coordinate with your existing advisors to make sure everyone is working toward the same outcome.
WHY CFO & MORE LLC
What Makes Working With Us Different
We Plan Ahead
We work forward from your goals building strategy before the year ends, not filing paperwork after.
We Connect the Dots
Your CPA, attorney, and financial advisor all aligned on one plan, working toward the same outcome.
We Stay With You
This isn't a once-a-year relationship. You get planned access and a team that actually knows your situation.
You've worked hard for what you've built. We make sure your tax strategy reflects that.
PRICING
Simple, Transparent Pricing
Each plan builds on the previous. Higher tiers include everything below.
Tax Essentials
Starts at
Billed quarterly — half upfront, half on completion
Best for: Business owners who need a reliable CPA for tax preparation and want to start asking better questions during the year.
What's included:
- Annual tax prep and filing (2–4 returns: 1040 + 1120, 1120S, or 1065)
- Quarterly check-ins with your advisor
- Estimated tax planning
- Year-round phone and email CPA access
⚠ Pricing varies based on complexity and condition of books at time of engagement.
Get Started →Augusta Rule + Tax
Starts at
Billed quarterly
Best for: Business owners ready to implement proactive tax strategies and start keeping more of what they make.
What's included:
- Everything in Tax Essentials
- Augusta Rule guidance and implementation
- Tax filing for up to 4 returns
- Quarterly in-person or virtual advisor meetings
- Ad-hoc strategy support
- Cash and runway optimization
CFO & More — Full Advisory
Starts at
Contact us for pricing
Best for: Growing businesses who need a finance leader without the cost of a full-time hire.
Custom plans can include:
- Everything in Augusta Rule + Tax
- Multiple individual and corporate tax return preparation
- Dedicated CFO access — on your schedule, at your pace
- Cash Flow Analysis
- Fundraising insights & equity story
- Compensation planning and benchmarking
- Acquisition and GTM strategy
- Monetization and pricing strategy
- Strategic planning & OKRs
- Succession planning and legacy strategy