Proactive tax + fractional CFO

Tax strategy and CFO advisory built for online businesses.

We find what your accountant missed, restructure what your business outgrew, and run the numbers month after month — so you stop guessing, stop overpaying, and start compounding.

Your CPA files your taxes. You need someone who plans them.

Most growing businesses leave money on the table not because the law is unfair, but because their CPA is reactive instead of proactive. Here's what that looks like in practice:

Your CPA only shows up once a year.

By the time you sit down to discuss strategy, every decision that could have saved you tax has already happened. The return is just bookkeeping after the fact.

You're running the business without real numbers.

No monthly close, no cash forecast, no scoreboard. You're making hiring, pricing, and growth decisions based on instinct and last quarter's gut feel.

Strategy gets talked about. Nothing gets done.

Most CPAs are good at telling you what you should be doing. Far fewer actually implement it. Year ends, nothing changed, and you're left with the same tax bill you had last year.

What we do.

Three integrated pillars. One monthly fee. Built for online businesses that want strategy, not just compliance.

01

Strategic Tax Planning

We build a custom written plan that looks 12 months forward and identifies every legal tax-savings strategy that applies to your business — entity optimization, retirement plan design, accountable plan, hiring family, equipment depreciation, QBI optimization, and more. Implemented and tracked, not just listed.

02

Tax Compliance

Quarterly estimated payments calculated from your actual numbers, not last year's stale figures. Personal and business returns prepared accurately and filed on time. Annual review every November to lock in optimizations before year-end. IRS notices handled.

03

Fractional CFO

Monthly financial reporting. Weekly cash flow forecasts. A custom KPI dashboard built around the numbers your business actually runs on. Bi-weekly strategy meetings. Slack for everything in between. So you always know what your business is doing — and what to do about it.

How we work with you.

Three steps. Then an ongoing partnership.

01

Discovery Call

We start with a 30-minute call to understand your business, your current setup, and where you're losing money to taxes or losing visibility on your numbers.

02

Strategy + Implementation

We build your custom tax and CFO plan, then implement it. Entity setup, retirement plans, accountable plans, financial reporting — everything gets done, not just outlined.

03

Ongoing Partnership

Year-round tax planning. Monthly CFO support. You always know what's happening with your numbers and what to do about it.

Built by operators.

Eastman Tax Advisors is built by two brothers who run a marketing agency together — which is how we know firsthand what online business owners actually need from their tax and finance partner.

Owen Eastman

Owen Eastman

Co-founder, Tax Strategy

Owen leads tax strategy and personally delivers every diagnostic.

Adam Eastman

Adam Eastman

Co-founder, Client Success

Adam handles client onboarding and relationships — the first person you'll meet on a call.

Let's talk.

Book a 30-minute call. We'll talk through your business, your current tax setup, and what year-round planning could look like for you.