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Services • Tax Advisory Services

Tax advice before the year closes, while the numbers can still change.

Filing tells you what already happened. Advisory work happens before the year closes, while the numbers can still be changed, for small business owners in Newark, Granville, Mount Vernon and across Licking and Knox County, Ohio.

What it covers

Tax Advisory Services.

Entity structure

Whether the way your business is set up is still the right shape for where it is now.

Owner compensation

How you pay yourself, considered while the year is still open rather than after December closes.

Estimated payments

Planning conversations about estimated payments while the numbers can still change.

Depreciation and purchases

Depreciation timing, and the tax consequences of a purchase you are weighing, before you make it.

Based on your live numbers

Because your books and your return are handled by the same people, the advice is based on your live numbers rather than a reconstruction at filing time. Tax advisory is handled in-house by an Enrolled Agent.

Questions

Common questions about tax advisory.

  • How is tax advisory different from tax filing?

    Filing tells you what already happened. Advisory work happens before the year closes, while the numbers can still be changed.

  • What does tax advisory cover?

    Entity structure, owner compensation, estimated payments, depreciation timing and the tax consequences of a purchase you are weighing.

  • When should I have a tax planning conversation?

    Before the year closes. Once December is over, the year can only be reported, not changed.

  • Who gives the advice?

    Tax advisory is handled in-house rather than referred out. Karen King has been an Enrolled Agent for 40 years, and the advice works from the same books we keep for you.

Reviews

The work, described by the people who paid for it.

5.0 across 21 Google reviews. Read them all

I’ve been working with Ken and his team at Solutions Bookkeeping Plus for over a year now, and I couldn’t be happier with their service. Recently, I had an in-depth meeting with Ken and the accountant, Karen, where we reviewed my real estate business, discussed potential tax benefits, and made sure everything was aligned before year-end. It was clear they genuinely care about helping The Bock Team reach my business and financial goals.

Ken is always available when I have tough questions, especially when unexpected emails come in from the IRS or unemployment office and I’m unsure how to respond. Having that level of support and expertise brings real peace of mind.

Using Solutions Bookkeeping Plus has saved me an incredible amount of time, allowing me to focus on my clients instead of managing receipts and paperwork. I highly recommend Ken and his team to any small business owner, especially those in real estate or similar industries.

Shawna Bock Google review • January 2026

"Ken pays such great attention to detail and is very knowledgeable concerning tax laws, Quickbooks, and financial services. Ken is always quick to respond to questions and is very thorough with his answers. He actually caught some errs in our financial reporting and systems that others, many others, have missed. Ken is reliable, honest, energetic, and dependable. His ability to get up to speed on areas that are new to him is outstanding. If you are in the Newark area and need accounting, bookkeeping, or financial representation, I would seek Ken out. He'll be a great resource for you." Pastor Brad Kittle

Brad Kittle Google review • August 2019

Ken is an exceptional professional. He is honest and trustworthy. His genuine care for the people he works with is remarkable. He takes time to understand his clients and makes sure his work is accurate and transparent. His commitment to client satisfaction is defiantly noticed.

Kenton Mickley Google review • August 2024

Where we work

An office in Newark, delivered wherever you are.

Office
14 North Park Place, Newark, OH 43055 Monday to Friday 8:00 AM to 6:00 PM, Saturday 8:00 AM to 2:00 PM.

Not sure which of these you need?

That is what the free consultation is for. Tell us where things stand and we will tell you honestly what it would take to get your bookkeeping, payroll and tax support where it needs to be.

Work is delivered remotely through QuickBooks Online, so whether you are in Newark, Granville, Mount Vernon or somewhere else entirely, distance is not a constraint.

Books you can finally make decisions from.

Converting to QuickBooks Online is simple and free, and a monthly subscription is included in our price. Start with a conversation.