01
What that covers
Work directly with the CPA who prepares your return.
One business return, prepared each year.
Quarterly advisory meetings dedicated to your company.
Questions whenever they come up, with no per-call billing in between.
Pricing
Straightforward pricing. Year-round support.
Valor's tax strategy and advisory service is $500 a month. You'll know what you're paying and have someone to call when a tax decision comes up.
$2M+ focus
KC metro
Year-round
02
Who it fits
Contractors and construction owners doing $2M or more annually, and established business owners with enough moving parts that once-a-year filing stops being enough. If your tax situation is straightforward, this is more than you need and Valor will say so.
03
What it does not cover
Bookkeeping. Valor refers that work out so the records stay current and the tax conversation stays focused on decisions.
04
How it starts
A short conversation about the business, what's creating pressure, and whether the fit is right. If it isn't, you'll get a straight answer.
Related resources
Keep building the tax strategy picture.
Contractor Tax Strategy
How Often Should a Contractor Meet With Their CPA?
Ask a room full of contractors when they last talked to their CPA and most of them will name a date in the spring. The return got filed, a bill got paid, and everyone went quiet until next year.
Read article →
Choosing a Tax Pro
When Should a Business Owner Switch From a Tax Preparer to a Tax Advisor?
The signs a growing business has outgrown its tax preparer, when to make the switch to a tax advisor, and why late summer is the best time to do it.
Read article →
Contractor Tax Strategy
What Should Construction Owners Review Before Year-End?
Year-end tax planning for contractors: equipment purchases, payroll, owner compensation, estimates, cash reserves, and 1099 readiness.
Read article →
Questions
Clear answers before the strategy call.
What does the $500 a month include?
One business return each year, quarterly advisory meetings dedicated to your company, and questions whenever they come up in between.
Is bookkeeping included?
No. Valor refers bookkeeping out so the records stay current and the tax conversation stays focused on decisions.
What if my business is smaller than that?
Then this is probably more than you need. Book the conversation anyway and you'll get a straight answer about whether it makes sense.
Next step
Ready for tax strategy that works before tax season?
Tell Valor what kind of business you own, where the complexity is showing up, and what you need to make cleaner decisions this year.