Advisory

Advisory built around structure, accountability, and better decisions.

Structural Accountability connects tax advisory, business and operational advisory, a year-round Structural Advisory™ offering, and professional development — each grounded in practical systems and clearer decision-making.

01 — Tax Advisory

Tax Practice & Advisory

Preparation, planning, compliance guidance, and controversy support for individuals and small businesses — with a year-round advisory posture rather than a filing-season-only approach.

Fountain pen resting on textured paper
  • Tax preparation
  • Tax planning
  • Tax compliance guidance
  • Back-year compliance
  • Tax controversy support
  • IRS and state tax matters
  • Entity matters
  • Individual and small-business tax issues
  • Year-round tax advisory

Structural Accountability does not provide legal services and does not claim attorney, CPA, or Enrolled Agent representation. Juan Ojeda Jr. is pursuing Enrolled Agent licensure and CPA candidacy.

02 — Business & Operational Advisory

Governance, Business & Operational Advisory

Practical systems, accountability, reporting visibility, and decision-making — addressing the structural weaknesses that produce tax compliance problems, reporting breakdowns, and operational backlogs before they become technical crises.

  • Reporting systems
  • Workflow design
  • Operational review
  • Internal controls
  • Governance
  • Process improvement
  • Organizational accountability
  • Business structure and decision support

The Structural Premise

Many problems become technical only after structural weaknesses have already developed — unclear ownership, weak systems, limited visibility, ineffective controls, and poor accountability.

Advisory focuses on the structure underneath the problem, not only the problem itself.

03 — Structural Advisory™

Year-round structured guidance, without waiting for filing season.

Year-round advisory access for structured tax and financial guidance, including periodic planning, estimated-tax guidance, tax-notice review, and an annual tax-position review.

$395.95INITIAL ENROLLMENT
$139/ MONTH — THEREAFTER

One-time enrollment includes onboarding, initial tax and financial review, records assessment, and advisory setup. Ongoing service is billed at $139/month on the 1st of each month.

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Potential scope includes

  • Periodic tax planning
  • Estimated-tax guidance
  • Tax notice review
  • General tax questions within defined service limits
  • Annual tax-position review
  • Planning resources
  • Priority scheduling

Structural Advisory™ is not unlimited advisory. Service is provided within defined limits.

04 — Professional Development

Professional & Leadership Development

Development for practitioners and organizations — grounded in the same structural perspective that shapes the advisory and research work.

  • Career development
  • Leadership development
  • Professional decision-making
  • Organizational leadership
  • Career transition and professional growth

Pricing and packages for professional development are not listed here. Contact us to discuss scope.

Inquire about development →
Get Started

Ready to build structure into your decisions?

Start with a conversation about your tax position, operational systems, or professional development goals.