Starter Package
Get Started with the Right Plan in Place
Your Starting Point for Smart Strategy
If you’re just getting started or looking to establish a strong foundation for your tax and financial strategy, our Starter Package is built for you. This plan provides hands-on guidance and professional tax preparation so you can focus on your business with confidence.
With two personalized strategy sessions each year and the preparation and filing of both your individual and business tax returns, this package ensures your finances stay compliant and aligned with your goals. It’s the ideal first step toward a smarter, more proactive financial plan.
Starter Package
REVIEWS
Steven and Nicole have been very easy to work with over the past 2 years with our property management businesses.
I love working with Creative Advising. They are always available to answer questions and have a quick turnaround to get an appointment and talk strategy.
We have had such a great experience using Creative Advising. Always willing to give advice
Response from the owner 20:17 06 Aug 25
Thank you so much for the review! We appreciate your trust in us!— The Creative Advising Team 
I have searched for years for an accounting firm that also does tax strategy and finally found it with Creative Advising. I cannot recommend Steven and his team enough...I FINALLY feel like I am in control of my taxes and am making the proper business decisions to minimize the burden every year.
Response from the owner 19:47 04 Aug 25
Thank you so much for the review! We’re honored to be the team you’ve been searching for. Helping you feel confident and in control of your taxes is exactly why we do what we do. We appreciate your trust in Steven and our team!— The Creative Advising Team 
The team at Creative Advising has been a pleasure to work with over the past couple of years. Their attention to not only the tax and bookkeeping details for our business but also our person and business plans have helped us avoid a few potential mistakes along the way and continue to find ways to optimize our tax savings.
Response from the owner 16:11 28 Jul 25
Thank you so much for the kind words! We're grateful for the opportunity to support both your personal and business planning. It's been a pleasure working with you, and we appreciate your continued trust in us!— The Creative Advising Team 
Major shoutout to Steven for always being available to answer questions, strategize on tax-savings, and being so kind and helpful. Love this firm!
Response from the owner 16:10 28 Jul 25
Thanks so much, Austin! We’re thrilled to hear Steven’s been such a great resource. We truly appreciate your recommendation and look forward to continuing to support your financial journey!— The Creative Advising Team 
I’ve worked with Creative Advising for three years now and couldn’t be happier! Steven and his team are incredibly knowledgeable and always available to answer my questions throughout the year.
While they are a bit more expensive than the average, they more than pay for themselves when tax season rolls around. This year alone, they helped me save $7,000 in taxes (something I wouldn’t have achieved on my own). I Highly recommend Creative Advising!
While they are a bit more expensive than the average, they more than pay for themselves when tax season rolls around. This year alone, they helped me save $7,000 in taxes (something I wouldn’t have achieved on my own). I Highly recommend Creative Advising!
Response from the owner 14:39 25 Jul 25
Thank you so much for your kind words and continued trust over the past three years! We're thrilled to hear that our team has been able to support you not just during tax season, but year-round. Helping clients like you uncover meaningful savings is exactly why we do what we do.We truly appreciate your recommendation and look forward to continuing to support your financial journey for years to come!—The Creative Advising Team 
I have been working with Steven and his team for several years. They provide excellent service and tax strategy.
Response from the owner 14:39 25 Jul 25
Thank you for your continued trust and support! We're so glad to hear you've found value in our service and tax strategy. It's a pleasure working with you, and we're proud to be part of your financial team.—The Creative Advising Team 
Creative Advising is a wonderful company, filled with impressive people. They've been great to work with.
Response from the owner 14:41 25 Jul 25
Thank you for the kind words! We're grateful to work with you and appreciate your support.—The Creative Advising Team 
Met Steve at a mastermind and been working with his firm for a couple of years now. Very knowledgable and professional team he has at Creative Advising. Would highly recommend, they're very RE tax savvy!
Response from the owner 14:42 25 Jul 25
Thank you for the great feedback! We’re glad to have earned your trust and appreciate the recommendation. It’s a pleasure supporting your real estate tax strategy!—The Creative Advising Team 
Steven and Nicole have been handling my tax planning for a while now and I can honestly say they are very, very good at what they do. Very organized, easy to communicate with and provide additional value in the investment space outside of typical accounting.
Creative Advising has been so helpful in getting us to the next level in our tax preparation and planning. We enjoy the service and professionalism. Happy to recommend them!
Steven and his team have been incredible to work with. We came to Steven after receiving a $67K tax bill from a CPA that wasn’t as familiar with the tax code in relationship to short term rentals and had Steven take a second look over everything. He helped take our tax bill from $67K to $34K 🤯 YOU CANT AFFORD TO NOT HAVE HIM.
Steven is a pleasure to work with. He has been helpful thus far getting our taxes switched over to an S-Corp and is passionate about saving us money.
Hired Steven and his team recently to handle my taxes. I was looking for someone who was creative and progressive in finding different ways to save money. Steven and his team have done a great job saving me more money on my taxes. Thanks guys!
Steven has advised me on several occasions and I’ve always found him to be very knowledgeable and looks out for my best interest. He’s honest and knows his niche of the tax code very well.
Response from the owner 18:00 19 Jul 23
Hey Brian! Thank you so much for the kind review. It really means a lot to us and our business and we really appreciate the feedback! 
Steven and his team are next level. In the past few years, yes there has been some growing pains, but the quality of the work and the team has always been absolutely phenomenal! I'm personally excited to keep working with Steven and his team, especially now as they continue to grow. It's almost paradoxical, as a company grows, typically clients feel less of a priority as there are more and more clients to juggle. That has NOT been the case here! They have put incredible systems and teams in place, and I'm super impressed with how they have grown and evolved as a company. 10/10, will use, do use, and would recommend. Oh, and in regards to taxes, these guys are GOOD.
Thank you Steven and Creative Advising for being an integral part of my real estate investing team!
Thank you Steven and Creative Advising for being an integral part of my real estate investing team!
Response from the owner 18:03 19 Jul 23
Canon!! You're the man! Thank you so much for choosing to work with us and allowing us to be a part of your real estate investing team. You have been so fun to work with and your positive feedback and constructive criticisms have helped and continue to help us grow and evolve as a business. We are very grateful for the opportunity to serve you and we are looking forward to a long and prosperous relationship with you! Keep being awesome!! 
Steven and Katie are apex predators when it comes to taxes. They live and breathe the IRS handbook and come up with the most optimal playbook for your situation. They adhere strictly to the law, and built a solid foundation for my business. I always tell my acquaintances that in the United States, you need a good lawyer, a good doctor, and a good CPA to navigate the complex series of rules and regulations that’s been built layer upon layer. It’s no easy feat to navigate this world but Steven and his team does an excellent job mastering this world of intricacies so you don’t have to. If you don’t have someone on your side, you are most likely missing out. Give Steven a call. He’s a really nice, chill dude who’s awesome to talk to.
Response from the owner 21:11 05 Jul 22
Otto!! What an amazing review! Thank you so much for taking the time to give us such a stellar review. We have really enjoyed working with you and are looking forward to working with you long into the future. You have my word that we will continue to strive to be the best tax accountants for you and any of your friends and family you send our way. We appreciate you brother! 