Business & Tax Advisory Experts
Business & Tax
Advisory
Retirement &
Estate Planning
Tax Preparation & Compliance
Accounting & Bookkeeping
Payroll Processing & Compliance
Why Partner With Us?
The Difference Is in Our Strategy. At Fat Bottom Line Advisors, we are more than just tax preparers—we are your dedicated partners, guiding you through every stage of your financial journey. We believe success isn’t just about numbers; it’s about having the right strategies in place year-round to help you build, grow, and protect your wealth. Whether you're launching a business, scaling your operations, or planning for retirement and estate preservation, we stand beside you with expert insights and proactive solutions tailored to your goals.
With decades of experience and renowned foundational strategies from Mark J. Kohler’s Tax and Legal Tax Pro Certification Program, we bring a modern, relationship-driven approach to tax and financial planning. We don’t just step in at tax time—we work alongside you throughout the year, ensuring you stay on track and ahead of financial challenges. Our goal is to simplify the complexities of tax and wealth management while empowering you with the knowledge and strategies needed to make informed, confident decisions.
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Let’s take your financial future to the next level—schedule a free discovery call today!
Our Services
Business & Tax Advisory
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Business Structure Optimization
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Advanced Asset Protection Strategies
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Cash Flow and Expense Management
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​Exit/Succession Planning
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Retirement & Estate Planning Services
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Tax Preparation & Compliance Services
Comprehensive Business & Tax Advisory Packages
Included Services:
Legacy
Package
Foundation
Package
Advisory Meeting Frequency
Quarterly
Quarterly
Business & Tax Advisory
Tax Strategy Implementation
Tax Preparation & Compliance
Retirement Strategy
Investment Strategy
Estate & Trust Strategy
Accounting & Bookkeeping Services
Payroll Processing & Compliance
Tax Representation & Advocacy
Legacy
We provide hands-on accounting, bookkeeping, and complete payroll services. We work as your dedicated partner, identifying personalized tax strategies tailored to your business and personal life. We provide continuous coaching, and together we create a customized plan with accountability at every stage. You’ll receive proactive implementation support, ensuring every step of the plan is executed effectively for optimal results.
Pick the Plan That Fits You Best​
Legacy
for
Complete Financial Management
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​​Foundation
for
Control
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Foundation
Our foundational package focuses on identifying core tax strategies that suit your immediate needs, both personal and business-related. We assist in crafting a basic plan and provide accountability check-ins at key milestones to ensure you stay on track. While participation is less intensive, you'll still receive clear direction and essential support for implementation.
Our Process
Discovery Call
A introductory 30-minute no-charge phone call to discuss your needs, explain our approach, and explore how we can help optimize your business and tax strategy. We will answer your questions and together determine the next step.
Comprehensive Consultation
Our comprehensive tax consultation is designed to help you unlock actionable tax-saving strategies that simplify your financial life, safeguard your wealth, and set you on the path to achieving your goals.
Onboarding
Our onboarding process is an exchange of the necessary documents and granting electronic access to accounting and bank records. From there, we set up your information in our systems and software.
Implement Strategies
Together, we’ll prioritize the business and tax strategies tailored to your goals and establish a clear timeline for execution. With a structured plan in place, you'll have the guidance and accountability needed to stay on track and see real results
Assessment
The assessment phase is our opportunity to review progress, refine strategies, and keep you on course. In our quarterly meetings, we’ll analyze financial performance, track the implementation of key strategies, and make adjustments as needed to optimize results.
Schedule a Consultation
Take the first step toward financial success with Fat Bottom Line Advisors. Our process begins with a 30-minute Discovery Call, where we’ll discuss your needs, explain our approach, and explore how we can help optimize your tax and business strategy. This introductory meeting is designed to answer your questions and determine the best path forward. Book your consultation today!
