We don't hand you a checklist and call it planning. At Bright Hill Advisors, we start with where you want to go โ and build the financial strategy to get you there. From tax preparation to fractional CFO, every service we offer is designed to help business owners and high-net-worth individuals keep more, grow more, and stress less.
Tax strategist with 20+ years working with complex business owners, real estate investors, and high-net-worth individuals across the United States.
Our core services cover the full financial lifecycle of a business โ from day-to-day bookkeeping to advanced tax strategy and fractional executive support.
Year-round proactive tax strategy tailored to your industry, entity structure, and income profile. We don't just react at filing time โ we build a plan that legally minimizes your liability across every year.
Explore Tax Planning โAccurate, thorough preparation for individuals, partnerships, S-Corps, C-Corps, and trusts. We ensure you capture every deduction you're entitled to โ and file positions that hold up under scrutiny.
Explore Tax Preparation โVirtual bookkeeping that keeps your books clean, current, and decision-ready. Accurate records aren't just a compliance requirement โ they're the foundation of every smart financial move you make.
Explore Bookkeeping โPart-time and interim CFO support for businesses that need executive-level financial leadership without the full-time cost. Cash flow forecasting, financial modeling, lender prep, and strategic decision support.
Explore CFO Services โStreamlined payroll processing paired with retirement plan design that maximizes your contributions and minimizes your tax bill. From solo 401(k)s to defined benefit plans โ we find the structure that fits.
Explore Payroll & Retirement โGet your QuickBooks Online running the right way from day one. Whether you're starting fresh, cleaning up a mess, or training your team โ we set it up so your books actually work for your business.
Explore QuickBooks Services โProtect and transfer wealth efficiently across generations with properly structured trusts and estate plans.
Structure ownership and assets to protect what you've built โ including Medicaid planning for long-term care.
Start right. Entity selection, operating agreements, EINs, and the foundational structure that protects you from day one.
Strategic guidance on vehicle purchases, business use structuring, depreciation, and ยง179 deduction planning.
Most firms file and forget. We build a relationship that evolves with your financial life โ so you're never starting from scratch every year.
We start with a strategy conversation โ not a data-entry session. We want to know where you're going before we look at where you've been.
Prior returns, entity structure, income sources, deductions โ we do a complete analysis before we recommend anything.
A clear, actionable plan โ specific to your situation. No templates. No generic advice. Just what actually applies to you.
We implement, file, and stay in your corner year-round โ adapting the strategy as your business and tax law evolve.
Every industry has its own tax code, its own risk profile, and its own planning opportunities. We've built our practice around going deep in the ones we know best.
Entity structuring, retirement planning, and income optimization for doctors, dentists, and veterinarians.
Trust accounting, partner tax planning, and compliance for legal practices of all sizes.
Cost segregation, bonus depreciation, passive activity strategy, and 1031 exchange planning.
Financial management, cash flow, and tax planning for senior care operators.
Specialized accounting and tax strategy for skilled nursing facility operators and owners.
ยง280F, ยง183, bonus depreciation, and charter structuring for marine and yacht operators.
Book a strategy session with Moe directly. We'll review your situation and tell you exactly what's possible โ no obligation, no generic advice.