An add-on for CFO and accounting clients.

Hata Advising provides tax planning and preparation services designed to help individuals and businesses make informed financial decisions throughout the year. Our proactive approach helps identify opportunities, prepare for upcoming tax obligations, and reduce surprises when filing season arrives.

Hata advisor reviewing a Form 1120-S with a business owner

How It Fits the Engagement

Same books, same calendar, one more service.

A preparer who first sees your numbers in February can only report what happened. Tax work at Hata starts from books we maintain all year, so the plan is built on current data and the return simply executes decisions that were made on time.

Planning, elections, and estimates are handled by Hata. Preparation and filing are completed by licensed preparers we manage, under our review.

Books, quarterly estimates and tax filings worked as one connected process

What the Add-On Covers

Business and personal, planned as one picture.

Form 1120-S, Schedule K-1, state returns, owner return and depreciation schedules

  • Entity Structure & S Election Analysis

  • Reasonable Compensation Reviews

  • Depreciation & Purchase Timing

  • Quarterly Estimates Set From Live Books

  • Multi-State Exposure

  • Book-to-Tax Reconciliation

Return coverage includes the business filings and the owner returns that ride on them. For clients in a transaction, we model the tax side of the deal: asset versus stock treatment, purchase price allocation, and the after-tax result of the structure on the table.

What Clients Receive

A calendar, not just a filing.

  • Business and owner federal and state returns filed on time

  • Quarterly estimate schedule updated as the year develops

  • Year-end planning memo with decisions and deadlines

  • Entity structure and compensation recommendations in writing

  • Depreciation and fixed asset schedules

  • Notice and correspondence handling when letters show up

Planning sessions run mid-year and in the fourth quarter.

Completed filing package, planning memo, quarterly estimates and depreciation schedule

The Business and the Owner, Together

One tax picture instead of two.

Owner of an operating business reviewing tax documents on the shop floor

Offered to companies already working with Hata on CFO or accounting engagements. For owner-operated businesses, the company return and the personal return are two halves of the same outcome. If your K-1 lands on your own 1040, planning them separately means planning neither.

Annual tax calendar from prior year review through filing and follow-through

1. Onboarding review. We read the prior two or three returns against the books and flag missed elections, structure issues, and carryforwards.

2. Planning calendar. Quarterly estimates, a mid-year projection, and a fourth-quarter planning session go on the schedule up front.

3. Year-end execution. The moves that matter get settled before December 31, while they still count: election deadlines, asset timing, owner pay, and accrual positions.

4. Filing and follow-through. Our filing team prepares the returns, we check them against the plan before they go out, and next year’s estimates are set from the final numbers.