Keep more of what you earn with proactive CPA tax planning.
CampbellAndrew PLLC works with those who want more than a return filed after the year is over.
We help our clients transform financial complexity into clarity, confidence and lasting prosperity by combining proactive tax planning, bookkeeping, and business advisory in one relationship, backed by a coordinated planning team of specialists across tax, wealth, legal, risk, and business advisory.
THE STARTING POINT
The problem most business owners have
Most tax preparers prepare your return based on financial decisions you've already made. By the time your return is filed, the tax year is over, most planning opportunities are gone, and your tax liability has largely been determined.
A proactive planning relationship works the other way around. Entity structure, owner compensation, retirement contributions, credits, and documentation all get reviewed while there is still time to change the outcome. That is where meaningful tax savings live.
Business owners come to us when they suspect they are overpaying, or when their books don't tell them what they need to know.
JAN→DEC 31
WHILE THE YEAR IS OPEN
Entity structure, compensation, retirement contributions, credits, and documentation can still be changed.
JAN→FILING
AFTER THE YEAR CLOSES
The return documents decisions that have already been made. The liability is largely determined.
THE RELATIONSHIP
What it looks like if you join us
List of Services
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01 Planning before the year closes.List Item 1
Tax strategy gets reviewed while it can still affect your return, not after the fact. Most tax savings depend on decisions made before December 31.
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02 Books that support planning, not just filing.List Item 2
Clean, timely bookkeeping is the raw material for every good decision, from entity structure to owner compensation to retirement contributions. Bookkeeping and tax planning under one roof means both get sharper.
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03 One CPA relationship for tax, books, and advisory.List Item 3
You do not need to coordinate three separate vendors who each see part of the picture. Your CampbellAndrew relationship covers the whole picture.
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04 Structure, documentation and defensibility.List Item 4
Every strategy is documented properly so the plan holds up under scrutiny. We plan aggressively where the facts support it, and we plan defensibly always.
THE MODEL
A coordinated planning team
Owners of complex businesses rarely have isolated tax questions. The right answer often depends on wealth planning, legal structure, insurance and risk, and business strategy working together.
Most owners try to coordinate this on their own, calling their attorney about one thing, their insurance broker about another, their advisor about a third, and hoping it all fits together. CampbellAndrew works differently.
Tax Planning
Advanced strategies beyond standard compliance work, including cost segregation, R&D credits, energy incentives, and complex entity planning.
Wealth Management
Investment, retirement, and cash flow strategy coordinated with your tax picture, not run in isolation.
Legal Services
Entity structure, asset protection, estate planning, and business documentation, coordinated with the tax plan.
Risk Mitigation
Insurance strategy, disability, key-person coverage, and asset protection reviewed against the whole plan, not sold in isolation.
FIT
Who we work with
Our best-fit client has enough business income or complexity to benefit from planning, and prefers a working relationship to a once-a-year transaction.
CampbellAndrew serves clients who value planning over one-time filing, including:
- S-Corp and LLC owners with approximately $250,000 to $20 million in annual revenue
- Professional service firms including consultants, therapists, healthcare providers, IT consultants, and agency owners
- High-income W-2 professionals with side businesses, equity compensation, or investment income
- Growing companies that need bookkeeping, tax planning, controller-level support, or advisory
- Business owners who are profitable but suspect they are keeping less than they should
CAPABILITIES
What we do
List of Services
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Tax planning and strategyItem Link List Item 1
Proactive planning to reduce tax exposure, optimize entity structure and compensation, and identify credits or deductions before year-end.
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Bookkeeping and accountingItem Link List Item 2
Tax-ready books that give you accurate cash flow, margin, and profitability visibility every month.
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Entity and compensation strategyItem Link List Item 3
S-Corp reasonable compensation reviews, entity structure analysis, and owner tax-efficient pay design.
List of Services
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Tax compliance and preparationItem Link List Item 1
Federal, state, and multi-state returns for individuals, S-Corps, LLCs, partnerships, and C-Corps, prepared with planning already built in.
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Business advisory and CFO-style supportItem Link List Item 2
Guidance on structure, growth, owner compensation, hiring, and cash flow, using your actual numbers to inform the conversation.
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Specialty planning strategiesItem Link List Item 3
S-Corp planning, Accountable Plans, Augusta Rule planning, employing family members, SEP IRA and Solo 401(k) design, R&D tax credits, QSBS planning where eligible, charitable planning, and exit and transition strategies.
Get access to our coordinated planning team across wealth management, legal services, business advisory, and risk mitigation, brought in when your situation calls for it.
NEXT STEPS
Ready to see what your plan could look like?
The Tax Strategy Review is a working conversation. We look at your entity, compensation, retirement setup, current bookkeeping, and any specific concerns you have. If there are planning opportunities available before year-end, whether tax, wealth, legal, or business strategy, you will leave the call knowing what they are and what it would take to act on them.
