Business Owners Doing $10M+ Per Year

If Your Company Does $10M+ A Year, We'll Save You At Least $1M In Taxes This Year, Or You Don't Pay

Keep your current CPA: our team works right alongside them and plans the tax side of every big decision before it's made.

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Client Reviews

What Business Owners Say About Working With Michelle

4.9 from 50 reviewson Google
“As a business owner myself, I've had conversations with Michelle about growth, scaling, and making strategic decisions that align with my long-term goals... She asks thoughtful questions, challenges conventional thinking, and has a gift for identifying opportunities others might overlook.”
LTLeigha ThomasGoogle review
“She went above and beyond by providing a full analysis of my business and offering strategic insight that was both practical and eye-opening... I'm grateful for her support and wouldn't hesitate to recommend her to any business owner seeking financial guidance.”
RHRyann HaloGoogle review
“Michelle and Robin provided comprehensive, action-oriented analysis that was invaluable to our business. Key to their support was the ability to communicate complex financial strategy and content in a way that made it accessible for the whole team.”
STShawn TuckettGoogle review
“Michelle Delker, owner of William Stanley CFO Group is a true strategic powerhouse. Her clear vision, thoughtful advice, and ability to see the big picture have been game-changing for our business.”
DHDavid HabibGoogle review
“My experience in filing my business taxes with The William Stanley Group has been seamless and professional from start to finish. They are truly a grade above...”
GRGarion RiveraGoogle review
“Really happy with my experience at the William Stanley Group. Michelle is fantastic. She really knows how to spot things that need to be fixed and helps improve those areas. Highly recommend!”
SLShawn LawlorGoogle review
“As a business owner, finding the right accounting firm is essential. Meeting Michelle and her team was a game-changer... Their services, professionalism, and support truly feel like the missing piece I've been looking for.”
LALuis ArroyoGoogle review
“They handled my specific situation with clarity, and promptly took care of everything from start to finish without any issues... They completely took the stress and headache out of the process, which I really appreciated.”
WCWesley ClayGoogle review
“Great company. I have used them for 1/2 a year now for my business and they are very thorough and communicative!”
DFDaniel FloresGoogle review

Is This You?

Who Is This For?

Who This Is For:

  • You own a US company doing $10M or more a year, in any industry.
  • Your CPA prepares the return after the year is over, and nobody works the tax side while there's still time to change it.
  • Your quarterly estimates get copied forward from last year instead of sized to how the company is actually doing.
  • The company grew into several entities, a bigger payroll, partners and a bank line, but the tax routine never grew with it.
  • There's an expansion, a big equipment purchase, a refinancing or an acquisition on your calendar.
  • You want a CPA's rigor and a CFO's view of your cash from one team, on retainer instead of hourly bills.

This Is Not For:

  • Individuals and families who only need help with a personal return.
  • Companies doing under $10M a year.
  • Owners who only want a return filed once a year and nothing else.
  • Anyone hoping for aggressive schemes or shortcuts to pay zero tax.

Real Clients · Real Outcomes

What We've Delivered

Two tax results and two from the CFO side of the same team, straight from our published results.

Undisclosed industry
$700,000
tax burden mitigated
$14M a yearStrategic tax

Their CPA had prepared a status quo return. We adjusted the legal structure so gains and losses could offset, caught an impending bonus depreciation window and worked the changes through with their tax accountant.

$14M company
Founder-owned business
25%
cut in a founder's tax burden
Strategic taxExpense reclassification

We reduced a founder's tax burden by 25% through careful reclassification of expenses.

Company founder
Healthcare
$4M
less in yearly interest expense
$100M a yearExecutive advisory

A delayed audit had put the company out of covenant with its lender. We built the plan, got clean audit opinions for 2020 to 2023, brought it back into compliance and positioned it to refinance.

$100M healthcare company
Manufacturing
$750,000
improvement in cash velocity
$10M a yearExecutive advisory

We moved the inventory model to just in time, built a cash flow forecasting model and cut the cash conversion cycle from 85 to 50 days, freeing surplus funds to invest.

$10M manufacturer

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how Michelle's CPA and CFO team runs the tax side of a $10M+ company all year.

We Review Your Whole Setup

We go through your entities, your last few returns and your numbers so far this year, so we know what's costing you before we change anything.

We Fix Your Structure

We arrange your legal structure so gains in one company can offset losses in another, the same move behind our $700,000 case for a $14M company.

We Time Your Big Moves

We time equipment, expansion, owner pay and distributions around the tax picture, so deductions like bonus depreciation land in the year they do the most good.

We Forecast And Reset Estimates

We forecast your taxable income before December 31 and recalibrate your estimates to real performance and seasonality, so your cash stays in the company until the bill is truly due.

We Claim Credits With Backup

We claim the federal credits and incentives your work qualifies for, with audit-ready documentation built at the same time. If the IRS ever comes asking, we represent you.

We Prepare Your Returns

Our CPAs prepare your business and personal returns under one roof, or work right alongside your current CPA, and we revisit your position every quarter, not once a year.

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On The Record

Does It Actually Work?

“
We actually inherited Michelle and her practice after our previous CPA (Mr. Craft) sold his business... At first, I was a little worried, since we had been working with the same accountant for years and he was good at what he did... it doesn't feel like we're just paying someone to file taxes. It feels like we're investing in a strategic partner
TG
Teresa Giusti
Google review
“
She has crafted an excellent tax process, as well as offering strong insight for our enterprise in terms of debt vs. equity funding... We are grateful to work with her and her team as we grow our Starbucks licensed store enterprise.
GS
greg sausaman
Google review
“
They often become an extension of the team and, in many cases, almost like the company's de facto financial office. They are not just coming in, giving advice, and leaving. They get involved, understand the business, help improve processes, and work with the company to build a stronger financial foundation.
CN
Chris Nakamura
Google review

Still On The Fence?

Frequently Asked Questions

Do I have to replace my CPA?+
No. Some companies keep their existing firm on the filing and add us for the strategy, and our team talks to your accountant directly so every change lands correctly on the return. Others would rather have one team do it all, and since Craft & Company, CPAs joined us in 2025, we prepare business and personal returns in house.
What does it cost?+
Strategic Tax engagements begin at $40,000 a year. We work on retainer, with transparent pricing and no hourly surprises. Before you commit, we show you what we expect to change and what it's worth, so the fee sits next to a real number.
How is this different from what my CPA already does?+
Compliance work looks backward by design: it reports last year accurately after the decisions are already made. We work during the year, evaluate your position every quarter and settle the tax side of a hire, a purchase or a payout before it happens.
Is this going to be aggressive?+
No. Strategy isn't about paying zero, it's about paying the right amount at the right time. The moves that matter most come straight out of the tax code: how your entities are arranged, when equipment goes into service, how owners get paid and which credits you qualify for. Every credit we claim comes with audit-ready documentation, and if a notice ever arrives, we represent you before the IRS.
When will we actually see the savings?+
Most moves that lower this year's bill have to be in place by December 31: equipment running, owner pay changes through December payroll. Resized estimates keep cash in the company sooner, and the full saving shows up when the return is filed.
Who will I actually work with?+
Michelle Delker, a CPA who was the CFO of a $300M skilled nursing company before she started the firm in 2022. Three CPAs sit on the team, including Jacquelyn Ramirez, a former CFO who spent almost a decade at Frazier & Deeter, and Jessie Lindsay, who spent nearly 19 years at FORVIS.
Do you only work with Tampa companies?+
No. We're based in Tampa, and we work with companies across the country and beyond it. Federal tax strategy applies wherever your company operates.
What should I bring to the strategy call?+
Last year's business and personal returns plus a year-to-date P&L, if you have them. You can send them ahead through Share Safe on our Client Center page, with no login needed. If a co-owner or your controller has a say in big financial calls, bring them too.
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One Last Step

Want To See What Your Company Could Keep Before December 31st?

On the strategy call, Michelle gets the lay of the land: your companies, your owners and the expansion, financing or purchases on the horizon. Then she shows you the biggest gaps in how your entities, estimates, owner pay and credits are handled today, and which moves still fit inside 2026.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.