About Framework Advisory
We're a team of licensed accounting and tax professionals who specialize in different industries, licensed in nine states, and we focus on one thing: proactive, industry-specific tax planning. Not a once-a-year filing appointment you forget about until next April — an ongoing, quarterly conversation built around how your business actually makes money.
We're a full-service firm — we handle tax and accounting for businesses in any industry. But we've also built deep, deliberate expertise in trades and contracting, real estate, manufacturing, healthcare, and e-commerce, because generic tax prep consistently misses the deductions, entity structuring, and quarterly planning opportunities that are specific to these fields. Knowing those industries cold is what sets our work in them apart — it doesn't mean it's all we do.
Part of what makes that possible is that we actually work inside the systems these businesses already run on — QuickBooks and Xero, sure, but also the inventory and ERP platforms manufacturers use, the field service software contractors dispatch from, and the property management platforms real estate clients run. We'd rather learn your stack than ask you to change it.
We started in Louisville, Kentucky, and we're proud of that — but today we work with clients all over the country. Every client gets a licensed advisor through a secure online portal: documents, messaging, and quarterly reviews, wherever you happen to be. Your data lives in that portal, not locked inside a proprietary platform you'd lose access to if you ever left.
Why we started this firm
We kept running into the same gap: business owners who'd built something real, paired with advisors who treated their tax return as a form to fill out once a year. We started Framework Advisory to bring real operating experience — not just tax knowledge — together in one place, so the businesses we've been fortunate to work with get an advisor who understands how they actually make money, not just how to file for it.
Our expertise is tax planning and understanding a business — to us, those aren't separate skills. We take your real numbers and run them against different scenarios to show you what your business actually looks like under each one: what changes if you grow 20% next year, what a different entity structure does to your tax bill, what a slow quarter does to your cash position. That's grounded in real-world experience, and backed by the technology to run it fast and get it right.
That real-world experience isn't theoretical — we've actually owned and run businesses ourselves, not just advised them from the outside. That's exactly why communication, organization, and timeliness aren't just things we say — they're what we valued most when we were the ones waiting on a call back, and they're what we hold ourselves to now.
Our team
You'll be matched with a licensed tax advisor who actually knows your numbers — not routed through a rotating call center every time you have a question. Our advisors hold real professional tax credentials and specialize in the industries we serve.
Our team holds active licenses in Illinois, Indiana, Kentucky, Missouri, New York, North Carolina, Ohio, South Carolina, and Tennessee.
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How we handle the content on this site
Every guide and article here comes from our own advisors, grounded in actual tax rules instead of marketing filler, and dated so you can see when it was written. Rules and thresholds change, so nothing here is advice for your specific situation — we say that plainly on every article instead of burying it in fine print.
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