Proactive Tax Strategy
Underway Tax Advisory helps business owners and high-income earners build year-round tax strategies that save money before it's ever owed.
Our Approach
Tax advisory saves business owners money by identifying opportunities before year-end—when strategic action can still make a difference. We build custom strategy tailored to your entity, income, and long-term goals.
Every strategy we implement is fully compliant and audit-ready. We combine personalized planning with ethical execution—reducing your tax burden without the risks that come from shortcuts or aggressive schemes.
Our services generate measurable, real-dollar savings. Tax reductions consistently exceed service costs—making strategic advisory self-funding rather than just another line item on your P&L.
What We Do
The Process
No complicated onboarding. No jargon. Just a clear path from where you are to a tax strategy that works year-round.
Book a free 15-minute call. We'll learn about your situation, identify obvious opportunities, and decide if we're the right fit.
We conduct a thorough review of your current tax picture, entity structure, income streams, and prior returns to find what's been missed.
You receive a personalized, actionable tax strategy built around your specific business and financial goals — not a generic checklist.
We stay with you all year — quarterly check-ins, proactive updates as tax law changes, and a direct line when questions come up.
We fix that. Year-round, proactive, and always one step ahead of April.
Get a Free Strategy CallWhy Clients Choose Underway
We're not traditional accountants. We're mission-driven financial strategists—focused on taxation, business transitions, and long-term wealth building. Our advisory-first approach puts planning ahead of paperwork.
We act as your trusted guide, your sounding board, and a crew that's invested in your financial journey—year-round, not just in April. Smart strategies start before year-end, when action can still make a difference.
The name says it. Get underway. Move forward with purpose, with the right people beside you.
Meet the Team
Credentials & Trust
Both Stuart and Darneisha hold Enrolled Agent status — the IRS's highest designation for tax professionals. That means unlimited practice rights, ethical standards enforced by federal law, and strategies you can trust are fully compliant.
Meet Our Team →The Crew
A U.S. Coast Guard veteran turned tax strategist, Stuart helps tax firm owners transition to advisory services and works with high-income W-2 earners and business owners on proactive, year-round planning that actually moves the needle.
Enrolled Agent · U.S. Coast Guard VeteranWith deep expertise in tax preparation, planning, and resolution, Darneisha focuses on high-earning individuals and business owners—helping them eliminate unnecessary tax burdens and prevent issues before they start, backed by practical financial coaching.
Enrolled Agent · Financial CoachClient Results
As a business owner generating over $700K annually, I had no idea how much I was leaving on the table. Underway identified strategies I'd never heard of. The savings in year one alone covered the advisory fee several times over.
Stuart and Darneisha don't just prepare taxes — they actually think about your business year-round. I get a call before year-end with action items. It's a completely different experience from any CPA I've worked with before.
I came in thinking I had my taxes handled. I was wrong. The Underway team identified missed deductions across three prior years. Now I plan ahead and know exactly what's coming — no more surprises in April.
Common Questions
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