Keep more of what your business earns.
Fiduciary, flat-fee tax strategy and financial planning for business owners earning $1M+ in revenue — built around proactive planning, not once-a-year tax prep. Many new clients uncover six figures in tax savings in their first year.
15 minutes. No pressure, no obligation — you'll leave knowing exactly whether we can help.
One coordinated strategy. Built around you.
Business owners aren't one of our niches — they're our only one. Most owners get fragmented advice from a CPA here, an advisor there; we bring it all under one roof, so every decision works together.
Tax Planning & Preparation
Proactive, year-round strategy and clean, on-time filing — one team handles both, so your return actually reflects your plan. Entity structure, quarterly projections, and every deduction you're entitled to.
Learn more →Financial Planning
Comprehensive planning led by a CERTIFIED FINANCIAL PLANNER® professional — cash flow, insurance, retirement, estate, and education planning, coordinated into one strategy built around your business.
Learn more →Investment Management
Portfolio design and ongoing management aligned with your tax strategy — including retirement and pension plans like 401(k)s, Solo 401(k)s, and cash balance plans.
Learn more →From first call to first savings in three steps.
Discovery Call
A quick 15-minute call to understand your business and where the opportunities are — and for you to decide whether we're a fit. No pressure, no obligation.
Custom Strategy
We build a written, prioritized plan: entity structure, deductions, retirement design, and cash flow — with the dollar impact of each move.
Year-Round Execution
Quarterly meetings, ongoing projections, and a team that answers the phone. Strategy only works when someone actually implements it.
Flat fees. No hidden costs. Cancel anytime.
We publish our prices because "transparent" should mean transparent. Each tier is built around where your business is today — choose the level that fits, and grow into the next as you scale.
Tax & Financial Planning
Your dedicated tax advisor, year-round — with CFP®-led financial planning included.
- Proactive, year-round tax planning
- Quarterly strategy meetings
- Entity structure & planning
- Financial planning included — cash flow, retirement, insurance & estate
- Recommendations with hands-on implementation
- Direct access to your advisor between meetings
Your fee scales with complexity — multi-entity and higher-complexity situations are quoted on your free review.
Book a Discovery CallInvestment Management
Discretionary portfolio management, coordinated with your tax strategy.
- Goal-based portfolio design & ongoing management
- Tax-efficient asset location & rebalancing
- Retirement & pension plans — 401(k), Solo 401(k), SEP, cash balance
- Tiered pricing: 0.75% above $1M, 0.50% above $5M
- Standalone, or bundled with planning
Billed in arrears, monthly or quarterly — you never prepay for management.
Let's TalkNo contracts — cancel anytime. Tax preparation is available as a separate service. And because we're a fiduciary, if we can't find you more value than our fee, we'll tell you that on the free call.
What business owners say.
"Tulip is amazing at what they do! A one-hour consulting session with them revealed a MAJOR blunder of our current CPA which led to saving us a large sum of money… I cannot express our gratitude enough. We will certainly be working with Tulip from now on."
"Working with Stephen has made a meaningful difference for my business and in my overall financial picture. His tax planning was thorough, thoughtful, and tailored to my situation, which led to significant savings. He's easy to work with, responsive, and does a great job explaining complex strategies in a clear, practical way. Highly recommend."
"As a newer business, we need guidance and Stephen with Tulip Financial Planning provided his expertise and a very client-centric experience. We used Tulip for our business tax filings as well as our personal taxes and he helped us find significant savings where our previous accountant had missed. I can't recommend Tulip Financial highly enough."
Real credentials. Real people. Fewer clients on purpose.
Tulip is a fiduciary registered investment adviser — legally bound to act in your best interest. Flat fees keep it that way: no commissions, no product quotas, just advice.
Stephen Mandracchia
A decade advising high-earning entrepreneurs — including owners with $1M+ in net profits — on tax strategy and financial planning. Based in Harvest, Alabama, with his wife and kids.
Laura Huntley
Keeps the compliance side airtight — accurate returns, clean books coordination, and quarterly estimates that are never a surprise.
Find out what you're overpaying.
Start with a free 15-minute discovery call. Worst case, you get a second opinion. Best case, you keep six figures more.
Book a 15-Minute Discovery Call