Maximize Your Tax Benefit

With Tax Smart Financial Strategies

Keep more of what you earn and get your money working for you.

Transforming Tax Strategy into Growth Capital

Strategic Tax & Business Strategy

At Jayd Advisors, we specialize in helping business owners minimize taxes, optimize cash flow, and build financially resilient companies through strategic, IRS-compliant planning. By combining deep tax expertise, integrated financial systems, and a hands-on advisory model, we turn complex tax and financial challenges into clear, actionable growth strategies.

Our boutique approach ensures every client receives custom, year-round support—not just at tax time, but at every stage of their business journey.

Discover how we can support your business's success today.

Maximize Your Tax Benefit

Strategic Tax Planning

Proactive Tax Strategy—Not Just Filing

Our tax planning services are built to help you legally and ethically

pay the least amount of tax required —not a dollar more. We plan year-round, not just at tax time, so you’re never caught off guard.

Entity Optimization & Structuring

Quarterly Tax Planning & Forecasting

IRS-Approved Tax Strategies

Fixed-Fee Simplicity

Build a Healthier, More Profitable Business

Business Advisory

As your outsourced CFO and advisor, we help you make sense of your numbers—then act on them. Our advisory services are designed to bring clarity, improve cash flow, and support confident decision-making.

Real-Time Financial Dashboards

Cash Flow Forecasting & Budgeting

Profitability Analysis

Payroll & Team Planning

Quarterly Strategy Calls

Build Your Business to SelL

Exit Planning

At Jayd Advisors, we help business owners prepare for their eventual exit—whether it’s a sale, succession, or merger. Exit planning isn’t just about the transaction; it’s about making your business transferable, tax-efficient, and personally rewarding when the time comes.

Why Exit Planning Matters:

Most business owners have 90% of their net worth tied up in their business—but few have a plan to unlock that value. Whether you're 1 year or 10 years away from stepping back, smart exit planning ensures you:

Maximize Your Business Valuation

Minimize Taxes on the Sale

Prepare Financially for Life After the Business

Ensure Operational Continuity

Evaluate All Exit Options

What Our Clients Are Saying

Read how we've helped clients turn financial uncertainty into confident planning and lasting success.

"Best in the city. Has managed my taxes for the past 7 years and has consistently surprised me with the savings she's found. Shelley Johnson is right when she says "It isn't just what you earn; it's also what you get to keep."