Individuals and families
High-earning W-2 professionals, dual-income households, real estate investors, and pre-retirees with meaningful investment income. Situations where waiting until February to think about income taxes costs real money.
Plan the year, not the return.
Almanac Tax & Advisory is a boutique, virtual income tax planning practice in Wilmington, NC, led by Adam Shay, CPA. I handle income tax planning and income tax return preparation for individuals and business owners who'd rather have a CPA working on their situation year-round than explaining it in April.
Start a conversation
You'll work with me.
I'm Adam Shay, a CPA in Wilmington, NC. From 2010 to 2023 I built a tax and accounting practice to $2 million+ in annual revenue and sold it. By the end I was reviewing returns for clients I had never spoken with.
Almanac is built so that doesn't happen again. The practice is capped at 100 clients, and the person who signs your income tax return is the person who knows your situation.
Why Almanac
An almanac is a book about the year ahead. When to plant, when to harvest, what to expect and when. It exists so decisions get made in advance instead of after the fact.
That's the whole idea.
Most income tax relationships are built backward.
You send documents in February. A return is filed in April. You hear nothing until next February.
By the time a return is being prepared, every decision that could have changed it has already been made. The filing is accurate, but it's also too late to be useful.
This practice is organized the other way around. The return is the byproduct. The planning is the work.
You know where you stand while there's still time to change it.
Two types of clients.
Business owners
S Corporation and partnership owners whose income is growing faster than their planning. The entity return and the personal return are one situation, not two engagements.
What working together actually looks like.
Not a filing season. A calendar.
- At least two meetings a year, scheduled, not squeezed in.
- A written income tax strategy, built in year one and updated annually.
- Quarterly estimates calculated and explained, not guessed at.
- Proactive outreach when something changes that affects you.
- Direct coordination with your financial advisor, if you have one.
- Questions answered year-round.
Start with a conversation.
Tell me a bit about your situation. If it's a fit, I'll set up a free 30-minute call. If it isn't, I'll say so and point you somewhere that's a better fit.
Start a conversation