01 / Lead with strategy
Strategic Tax Planning
Proactive, legal strategies that can uncover an average of $30,000+ in annual savings — not just filing returns.
For owners scaling beyond $500K
Proactive Tax Planning for Business Owners & High-Income Earners
Legal, year-round tax strategy that helps you keep more of what you earn — not just a tax return at the end of the year.
$30K+ average annual savings uncovered
A strategy built around your business, income, and next move.
20+ years
helping successful entrepreneurs make sharper financial decisions
40+ strategies
considered based on your specific goals and financial picture
24 clients
accepted each year for a premium level of service
The shift
Your CPA should be thinking about next quarter — not just last year.
Ambitious business owners do not need another once-a-year filing experience. They need a trusted financial partner who sees opportunities early, turns clean numbers into decisions, and builds a legal plan to reduce what goes to the IRS.
Plan ahead
Make tax decisions before the deadline removes your options.
Know your numbers
Use accurate books and clear reporting to move with confidence.
Build wealth
Connect tax strategy to the future you are building.
What changes when we work together
One financial partner. Three ways to keep more of what you earn.
02 / See clearly
Done-For-You Accounting
Clean, accurate books delivered monthly, so you always know where you stand and what deserves your attention next.
03 / Lead with confidence
Fractional CFO Advisory
Sophisticated financial leadership without the cost of a full-time CFO — connecting your accounting to decisions and long-term growth.
$500K–$5M
in annual revenue
The right moment to replace reactive financial maintenance with strategic guidance is before complexity starts costing you.
Who we serve
Built for ambitious owners who have outgrown their current CPA.
You are ready for a proactive partner if you know there is more opportunity in your numbers, but you do not have the time or the right financial leadership to find it.
- Know you are overpaying in taxes
- Need guidance beyond tax preparation
- Want better visibility into your business
- Are ready to build lasting wealth
Client perspective
“Professional services and professional development — Chase Eason & Associates embodies both!”
A relationship built on clear guidance, practical decisions, and a higher standard of service.
Meet your advisor
Numbers are only useful when they help you make a better decision.
Chase Eason & Associates, Inc. brings more than 20 years of experience to business owners, executives, and independent professionals who want their financial life to work harder.
Sharon Eason, CPA
Advanced Tax Strategist
Questions, answered
A better financial relationship starts with clarity.
Is tax planning different from tax preparation?
Yes. Preparation reports what already happened. Tax planning looks ahead, analyzes your books and records, and identifies legal opportunities before the year closes.
What if my company’s books are a nightmare?
We take care of your books for you, so you can get back to running your business and generating profits with a clearer financial picture.
Do you work with clients outside New York?
Yes. We work with clients globally using secure technology to share data and communicate easily.
How many tax strategies do you offer?
We consider more than 40 tax strategies, depending on your specific financial situation, business, and goals.
A focused partnership
24
clients accepted each year
Limited availability keeps the work personal, responsive, and built around the details that matter to your financial future.
Your next move
Keep more of what you earn. Start with tax strategy.
Schedule a complimentary discovery call to see where proactive planning could change the picture.