Skip to content
5D Accounting, Tax, & Consulting logo5D Accounting
5D Advisory

Year-Round Tax Planning for Utah Business Owners

The relationship that ties your books, taxes, and decisions together. Proactive tax strategy all year, so you stop reacting in April and start planning ahead. Plans start at $150/month.

5D Advisory is led and managed by Trent Doman, CPA.

See If 5D Advisory Fits Your Business(801) 610-9570

What it includes

A team in your corner all year

Recurring access to your advisor and regular check-ins
Proactive, year-round tax strategy
Estimated payment planning so April never surprises you
Entity and owner-compensation guidance
Bookkeeping coordination so advice runs on real numbers
A partner for big decisions: hiring, expansion, equipment, exit

Who it's for

  • Growing businesses that need more than a once-a-year return
  • Owners making real decisions about hiring, expansion, or entity
  • Businesses that want proactive tax planning, not just filing
  • Owners who want a team that knows their numbers all year

Who it's not for

  • You only want a single tax return filed once a year
  • You are shopping purely on the lowest price
  • You are not ready to keep your books current
  • You expect unlimited, instant access to one person for everything

If that is you, a one-time return or planning session is probably the better fit, and we are happy to help with that instead.

How it works

Bookkeeping and planning feed the advice

A tax plan is only as good as the numbers behind it. That is why it sits on top of clean books and proactive planning, not instead of them.

1

Clean books

Current, reconciled bookkeeping is the data your tax plan runs on.

2

Proactive planning

We look ahead and make moves before year-end, not after.

3

Year-round advisory

Regular guidance so every decision is backed by your numbers.

Service levels

5D Advisory plans start at $150/month, scoped to your business and how often we work together.

Need deeper financial leadership? Our fractional CFO tier starts at $1,250/month.

See If 5D Advisory Fits Your Business

FAQ

Advisory questions

Still deciding? Complete the Business Review Form and we'll tell you honestly if it fits.

What is 5D Advisory?
5D Advisory is our year-round tax planning service, a recurring relationship rather than a one-time filing. You get regular access to our team for proactive tax strategy, estimated payments, and decision support throughout the year, instead of only hearing from your accountant at filing time. The service is led and managed by Trent Doman, CPA.
How is advisory different from tax preparation?
Preparation files what already happened. Advisory shapes what happens next, by planning during the year so the return you eventually file is as low as the law allows and nothing catches you off guard.
What does 5D Advisory cost?
Year-round tax planning plans start at $150 per month, scoped to your business. Our most hands-on tier, fractional CFO, starts at $1,250 per month for owners who need deeper financial leadership.
Do I need clean books before advisory makes sense?
Yes. Good strategy needs accurate data, so advisory works best on current bookkeeping. We can handle both, getting your books solid and then layering planning and advisory on top.
What is the difference between 5D Advisory and a fractional CFO?
5D Advisory is recurring tax planning and guidance. A fractional CFO is the advanced tier: deeper financial leadership with forecasting, budgeting, and KPI work for businesses that have outgrown tax planning alone.