Liberty Advisory – Tax, wealth and strategy services for busines owners and their investors.

Take control of your financial future and focus on what truly matters.

Made-for-you tax, wealth and strategy services specifically tailored for businesses, their owners, and investors.

JUST A FEW OF THE COMPANIES WE'VE HELPED OVER THE YEARS

Paving your path to financial freedom

We’ve empowered hundreds of business owners and investors to answer these questions, and many more.

Learn strategies to leverage your assets, save on taxes, and create a legacy of prosperity. Whether you’re starting small or aiming big, we guide you through every step for a secure financial future.

My business

Am I effectively growing and preserving my business?

Taxes

How can I minimize taxes and maximize returns on my investments?

Legacy

What legacy am I building for my family and future generations?

Trusted by business owners

“Liberty has provided services for me and my companies for nearly 20 years. They can always be counted on to perform every function on a timely and accurate basis. We rely on Liberty completely as a trusted advisor, and have never been let down in almost two decades of faithful service.”

Richard A.

“Liberty has taken impeccable care of all our business and personal needs for years. They always avail themselves to help with questions and to provide professional guidance. Liberty and their team is honest, reliable, efficient, and effective. We would be pleased to refer them without reservation.”

Ellen D.

“Liberty and their team are excellent, thorough, organized and efficient. They’ve streamlined my office considerably and it has never run better. Highly Recommended.”

Dr. Melanie H.

“Working with Liberty Advisory is always a pleasure. Their professionalism & effort to help us allows us to provide better services to our customers.”

Troy E.

A CPA firm that understands you

As fellow business owners and investors, we understand the unique challenges and opportunities that arise in the dynamic landscape of entrepreneurship.

Leveraging our extensive experience and insights, we are dedicated to supporting independent, owner-operated businesses. Our focus is on the middle market and small businesses, as well as investors in that space.

How we help

The solutions that move your business forward, always.

Virtual CFO

Gain the strategic advantage of a Virtual CFO who understands your business inside and out. Our experienced financial experts provide invaluable insights, financial planning, and strategic guidance, acting as your trusted financial partner.

Tax strategy

A well-crafted tax strategy can significantly impact your bottom line. We develop tailored tax strategies to optimize tax liabilities, maximize deductions, and enhance financial efficiency.

Accounting

Keeping your financial records organized and accurate is fundamental. Our dedicated accounting services streamline all your financial processes, providing real-time insights and enabling informed decision-making to support our other services.

Tax compliance

Navigating the complexities of tax compliance is crucial for any business, owner, or investor. Let us handle the intricacies of tax regulations, ensuring that your business remains compliant and avoids unnecessary pitfalls.

Choose a plan that suits your needs

Essential 

On average

$2,430 / month

Covering the fundamental financial necessities.

Growth

On average

$3,475 / month

Tailored solutions to foster financial growth.

Premier

On average

$4,995 / month

Premium, all-encompassing financial support for ultimate success.

Success Stories

Navigating A the Real Estate Landscape: A Tax Strategy Triumph

The result: $250,000+
savings in taxes

Our client, an astute real estate developer with a keen eye for opportunities, approached us with an ambitious vision. They were looking to acquire a sizable plot of undeveloped land in a burgeoning part of the state. The plan was nothing short of multifaceted: commercial spaces, multifamily housing, single-family homes, and even billboards near a prominent highway. However, the challenge lay in the potential tax implications that often accompany such diverse developments.

The challenge: Minimizing tax impact

The conventional route often sees developers facing substantial tax liabilities as each parcel is sold, with gains taxed at the highest rates, reaching as high as almost 50%. We recognized the need for a strategic approach to safeguard our client’s profits.

The solution: Land banking unleashed

Enter the concept of land banking, a strategic move that transformed the tax landscape in this scenario. By leveraging this approach, we successfully secured long-term capital gains treatment on a significant portion of the sales, providing a substantial tax advantage.

Transformative Growth: A Tale of Success and Balance

The result:
127%
boost in profit margins

The result:
241%
increase in cashflow

In our initial full year of collaboration, our partner experienced a robust 50% surge in income. What makes this achievement extraordinary is that it coincided with the business owner working less. By honing in on higher-value services and optimizing pricing, we not only boosted revenue but created room for a better work-life balance.

How we got here

This isn’t just about the numbers; it’s about shaping strategies that drive financial success while enhancing your overall quality of life. Despite the significant income spike, our focused approach kept the increase in expenses to a modest 33%, a testament to our commitment to mindful financial management.A fantastic triumph lies in the outstanding 127% boost in profit margins, demonstrating the efficacy of our collaborative strategies surrounding pricing analysis and pipeline decisions, in this case.

The payoff

Finally, a true measure of success, this business owner’s profit (actually distributed to them as cash!) soared by an extraordinary 241% compared to the prior year. It’s not just about financial gains; it’s about cultivating a flourishing business that supports the lifestyle you desire.

We partner with the best

Meet the founder

Erik Stepelton is the driving force behind Liberty Advisory. With a passion for empowering business owners and investors, and a deep understanding of the financial landscape, Erik founded Liberty with one goal: to help you achieve the freedom and success you desire.

With experience from some of the largest tax, audit and consulting firms in the world, he has worked with businesses, owners, and investors managing well over $500 million in assets. Erik’s commitment to client service, innovation, and tailored strategies has helped countless partners thrive.

Our vision is clear: We exist to empower middle market and small business owners to achieve their “why”.

Our tailored advisory services are designed to amplify your autonomy, fueling your goals with personalized strategies that align with your vision. We’re not just financial partners; we’re dedicated allies here to elevate your financial journey.

Take control of your financial future and focus on what truly matters.

JUST A FEW OF THE COMPANIES WE'VE HELPED OVER THE YEARS

Paving your path to financial freedom

Trusted by business owners

A CPA firm that understands you

How we help

Virtual CFO

Tax strategy

Accounting

Tax compliance

Choose a plan that suits your needs

We partner with the best

Meet the founder

Get in touch with us

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