Our Story

Mission-driven strategists.
Not traditional accountants.

We started Underway Tax Advisory because we believed business owners deserved more than annual tax prep. They deserved a partner — invested in their financial momentum year-round.

Our Mission

Smart tax planning is the difference between staying afloat and gaining true financial momentum.

At Underway Tax Advisory, we believe most business owners overpay taxes — not because they have to, but because no one has shown them a better way. Our mission is to fix that.

We combine deep technical expertise with a proactive, advisory-first approach that puts planning ahead of paperwork. Year-round. Not just in April. Not just when the deadline looms.

The name says it. Get underway. Move forward with purpose, strategy, and the right crew beside you.

Proactive Over Reactive

We don't wait for April to think about your taxes. We're working on your strategy in January, July, and October — so that when deadlines arrive, you're already ahead.

Strategy Over Compliance

Compliance is the floor. Strategy is the ceiling. We care deeply about both — but we're most excited about finding legal, powerful ways to reduce what you owe.

Partnership Over Transactions

We don't see ourselves as a vendor you hire once a year. We're advisors invested in your long-term financial trajectory — and we act like it.

Clarity Over Jargon

Tax strategy can be complex. Explaining it doesn't have to be. We communicate clearly, explain our reasoning, and make sure you understand every decision we recommend.

Ethics Without Exception

Every strategy we recommend is legal, defensible, and audit-ready. We will never recommend something that puts your financial security or integrity at risk.

Results That Exceed Fees

We measure our success by your savings. Advisory that doesn't pay for itself isn't good advisory. We aim for savings that exceed our fees — and we're transparent about results.

Credentials You Can Trust

Enrolled Agents — the highest credential the IRS awards.

Enrolled Agent status is earned through rigorous examination covering all areas of federal tax law, and requires ongoing continuing education. It's the IRS's own designation for its most trusted practitioners — granting unlimited practice rights before any IRS office.

Work With Our Team

Founder & Enrolled Agent

Stuart Fletcher

Stuart began his career in service — first as a U.S. Coast Guard veteran, and then in the tax profession where he developed a passion for the advisory side of the practice. He recognized early that most business owners weren't getting the proactive guidance they deserved.

Today, Stuart specializes in helping tax firm owners develop their own advisory services, and works directly with high-income W-2 earners and business owners on custom, year-round tax planning that moves the financial needle.

Enrolled Agent · U.S. Coast Guard Veteran · Tax Advisory Specialist

Tax Manager & Enrolled Agent

Darneisha Petit-Beau

Darneisha brings deep technical expertise across tax preparation, planning, and resolution. Her background spans high-earning individuals and business owners — and she's developed a reputation for finding what others miss and preventing problems before they start.

Beyond the numbers, Darneisha is a practical financial coach — helping clients not just reduce their tax bill, but understand the strategy behind it so they can make smarter financial decisions year-round.

Enrolled Agent · Financial Coach · Tax Resolution Specialist

Ready to Work Together?

Your tax strategy
starts with one call.

Book a free 15-minute intro call. We'll discuss your situation, identify key opportunities, and tell you honestly if we're the right fit.

Book a Free Call Contact Us

Mission-driven strategists.
Not traditional accountants.

Smart tax planning is the difference between staying afloat and gaining true financial momentum.