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Advisory-First Tax Planning
Your tax strategy should be built in advance, not assembled at the last minute.
Most CPAs file your taxes. We optimize them. Our approach is built around one principle: proactive planning, personalized to your financial life, with one trusted advisor by your side.
- One senior advisor from start to finish
- Strategy designed before filing season begins
- Coordinated network of specialized preparers
- In-person in New Orleans or nationwide via Zoom
Get Started Today
Schedule a free consultation to discuss your needs
We'll respond within 1 business day
Our Approach
Built Differently
There is no one-size-fits-all solution for taxes and accounting. We built our model around that reality.
One Advisor. Your Advocate.
You work directly with a senior advisor from start to finish. No handoffs, no junior staff. Every recommendation is built around your specific situation.
Curated Professional Network
For specialized tax preparation and advanced accounting work, we coordinate with a vetted network of professionals — so you always get the right expert for every need.
Strategy First, Filing Second
Most CPAs file your taxes. We optimize them first. Your tax plan is designed in advance — not assembled at the last minute when the opportunity to save has already passed.
New Orleans Roots, Nationwide Reach
Based in New Orleans and serving clients across the country. Meet with a tax specialist in person or nationwide via Zoom.
How It Works
Our Model
A deliberate four-step process that puts strategy before execution every time.
Deep Discovery
We start with a comprehensive review of your full financial picture — all sources of income, entity structure, assets, obligations, and long-term goals. No assumptions. No templates.
Custom Strategy
A personalized tax and financial plan is developed with your specific situation in mind, balancing short-term savings with long-term wealth preservation.
Professional Coordination
Where specialized expertise is needed, we coordinate with trusted preparers and accountants from our professional network to handle execution seamlessly.
Ongoing Advisory
Tax strategy is not a once-a-year event. As your business and financial life evolve, we adapt your plan and help you make decisions with confidence.
Who We Work With
The Right Fit
Our advisory model works best for individuals and business owners who want a proactive partner, not just a preparer.
Business Owners
Entity structuring, pass-through optimization, and proactive planning to keep more of what you earn.
High-Income Individuals
Strategies to reduce liability across multiple income streams, investments, and life events.
Real Estate Investors
Depreciation strategies, 1031 exchanges, and cost segregation to maximize after-tax returns.
Professionals & Executives
Compensation planning, deferred income strategies, and retirement account optimization.
Growing Companies
Scalable tax structures that grow with you — from startup through expansion and beyond.
Out-of-State Clients
Nationwide service delivered with the same personal attention as our local clients in New Orleans.
Why It Works
Your preparer is focused on filing. We're focused on saving.
Tax preparers are trained to accurately report what happened last year. Tax planners are focused on shaping what happens next year. That difference — applied consistently over time — is where real savings are built.
When you work with J. Heath & Co., you get one advisor who takes responsibility for your tax plan, your filings, your accounting, and your compliance. Whether you bring your existing service providers or tap into our professional network, the strategy stays unified and the accountability stays with us.
Start the ConversationWhat You Get
- A senior advisor, not a rotating junior team
- A tax plan built before the year ends
- Coordination with your existing accountants or ours
- Year-round access, not just at filing time
- Nationwide service, with a New Orleans home base
- Strategy that adapts as your life and business evolve
Ready to make your taxes work for you?
Schedule a conversation with a senior tax advisor and see what a proactive strategy could mean for your financial future.