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Welcome
We appreciate your visit!
At Chatman Advisory Services, we do more than manage numbers—we help you build financial strength, unlock capital, and position your business for long-term success.
Schedule your consultation today and take the next step toward financial clarity and growth.
What We Do
Boutique Expertise. Enterprise-Level Strategy.
We combine the strategic depth of national advisory firms with the accessibility and responsiveness of a boutique practice.
Our clients benefit from:
- Personalized attention and direct advisor access
- High-level financial strategy without enterprise-level complexity
- Faster response times and tailored solutions
You receive enterprise-grade strategy with small-firm service.
At Chatman Advisory Services, our team of certified tax preparers, CPAs, and Enrolled Agents delivers unmatched expertise to meet your business’s tax needs. Each professional holds an IRS Preparer Tax Identification Number (PTIN), with many earning advanced credentials through rigorous IRS testing and training. This ensures accurate, compliant, and strategic tax solutions aligned with your unique financial goals.
We are a dedicated collective of tax preparers, business consultants, analysts, advocates, strategists, and life and health agents, all focused on empowering small businesses. Our collaborative approach has helped over 50 businesses save an average of 25% on their taxes by combining technical expertise with proactive financial strategy.
Our proven track record demonstrates that effective communication and specialized knowledge drive exceptional financial outcomes. Let us simplify your taxes, strengthen your financial position, and elevate your business success.
All About Chatman
At Chatman Advisory Services, we simplify complex tax challenges for businesses, saving you time and money. Our certified experts deliver tailored strategies to maximize deductions and ensure compliance.
Your business is of utmost importance to us. We are dedicated to transforming your aspirations and objectives into tangible outcomes. Our team of experts possesses the knowledge and skills to provide the necessary support. We are equipped to assist you at any stage, offering objective guidance or practical assistance to maximize every opportunity presented.
Who We Serve
We partner with:
- Entrepreneurs and small business owners
- Growing companies seeking improved cash flow and tax efficiency
- Established businesses preparing for expansion, funding, or exit
Our clients span all industries and business stages, from new startups to mature enterprises with complex financial needs.
Transparent Pricing
We believe in clarity, fairness, and flexibility. Our pricing options include flat-fee service packages, project-based engagements, and monthly or annual advisory retainers.
You will always understand your investment upfront, with no surprise billing and no unnecessary services. Our pricing is tailored to the complexity of your tax situation, ensuring you receive personalized service rather than a generic solution. We take pride in being more than a mass-production “return mill.” After a thorough review of your details, we provide an exact preparation fee that accurately reflects your needs.
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About Chatman Advisory Services LLC
Why Us?
At Chatman Advisory Services, we provide strategic tax, credit, funding, and business advisory solutions designed to help entrepreneurs and business owners build, protect, and scale their financial future. We work with businesses across all industries with annual income of $45,000+ and company sizes ranging from startups to organizations with up to 250 employees.
Is This Right for You?
Our services are best suited for businesses that:
- Generate $45,000+ in annual income
- Want to proactively reduce tax exposure
- Need stronger credit profiles for business growth
- Are preparing for funding, expansion, or long-term exit
- Value strategic financial guidance over basic tax filing
If you are seeking only simple tax preparation, a traditional tax preparer may be a better fit. If you want a strategic financial partner, you are in the right place.
Our Experience
Chatman possesses over 25 years of experience in the financial industry. We are dedicated to leveraging our expertise to assist others. Our services are tailored to support small businesses through certified tax planning, preparation, filing, and consultations. We invite you to engage with us today to explore how we can facilitate your growth, minimize employee turnover, and establish a robust pathway to success and profitability.
Our Differentiated Approach
Most firms focus solely on compliance. We go further.
Our integrated advisory model combines:
- Proactive tax planning to reduce liability and improve profitability
- Credit strategy and restoration to strengthen financial positioning
- Funding and capital access solutions to support growth and expansion
- Business advisory services to optimize structure, operations, and long-term strategy
We do not simply file returns—we help businesses make informed financial decisions that drive sustainable success.
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