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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.
Serving businesses in Dallas and Houston, Texas, with virtual consultations available nationwide.
Schedule your consultation now.
What We Do
Personalized Service. Sophisticated Strategy.
We bring together sophisticated financial strategy, personalized attention, and responsive service to help your business move forward with confidence.
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 experienced tax professionals, accounting consultants, and business advisors is committed to providing accurate, compliant, and strategic solutions tailored to your unique financial and business objectives. Every tax professional on our team maintains an active IRS Preparer Tax Identification Number (PTIN), and many have completed advanced tax education, training, and professional development programs to stay current with evolving tax laws and regulations.
We are a multidisciplinary team of tax professionals, accounting consultants, business strategists, analysts, and advocates dedicated to helping entrepreneurs and small businesses succeed. Through a collaborative, client-focused approach, we assist business owners in identifying opportunities to reduce tax liabilities, improve financial efficiency, strengthen operations, and support long-term growth. Our goal is not only to help clients remain compliant but also to position them for greater financial success and sustainability.
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 and individuals, 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 provide personalized guidance for individuals and businesses at every stage, including:
- Individuals seeking tax planning, preparation, and greater financial clarity.
- Entrepreneurs and small business owners building a strong financial foundation.
- Growing companies seeking to improve cash flow and manage tax obligations.
- Established businesses preparing for expansion, pursuing funding, or planning an exit.
We tailor our services to your financial needs, priorities, and long-term goals.
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 memberships.
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?
Our Differentiated Approach
Is This Right for You?
At Chatman Advisory Services, we help individuals, entrepreneurs, and business owners navigate tax decisions, strengthen credit, explore funding opportunities, and plan for long-term financial success.
Our business advisory services support companies across industries with annual income of $45,000 or more, from startups to established organizations with up to 250 employees.
Is This Right for You?
Our Differentiated Approach
Is This Right for You?
Our services support individuals and business owners seeking personalized tax guidance and a long-term advisory relationship.
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 lo
Our services support individuals and business owners seeking personalized tax guidance and a long-term advisory relationship.
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
Our Differentiated Approach
Our Differentiated Approach
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 gr
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
Our Differentiated Approach
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 struct
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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