OUR STORY

Built Different. On Purpose.

Broadaxe Advisors isn't a tax factory. We're a year-round advisory firm built by a CPA who got tired of watching clients leave money on the table because nobody was paying attention between April and January.

Meet Chris Willis, CPA

Chris Willis is a licensed CPA who spent years preparing tax returns and watching the same pattern repeat — clients would show up once a year, sign their return, and walk out the door with no strategy, no plan, and no one watching out for them until next spring. Broadaxe Advisors exists to change that.

The idea is simple: what if your advisor actually stayed in the room? What if someone was watching your tax situation, your business structure, and your financial decisions all year long — not just when a deadline forced it?

That's what Broadaxe does. Proactive strategy, direct access, and intelligent systems that keep your financial life moving forward whether it's tax season or not.

Tax Strategy

We don't just file returns — we look for what others miss. Proactive planning that works year-round, not a scramble in March. We review your full picture — income, deductions, credits, entity structure, timing — and build a strategy that evolves as your life does. Individual or business, the approach is the same: find the opportunities before they expire.

Income timing. Entity structure. Retirement contributions. Credit optimization. Deduction planning. We look at all of it — not just what shows up on your return, but what should have been there and wasn't.

Business Accounting & AI Systems

Clean books, smart tax strategy, and systems that actually work. We handle the accounting so you can focus on running your business, and we layer in AI-powered tools that save you time and money on the operational side. From entity structuring to workflow automation, we bring the back office into the modern era.

The Community

Group calls, direct access, and a network of people who take their financial lives seriously. The Community is where members get ongoing education, real-time answers, and the kind of access that most firms reserve for their highest-paying clients. Think of it as your financial inner circle.

You Choose How Deep We Go.

Broadaxe isn't one-size-fits-all. Some clients want us in the room every month. Others just want to know someone's watching. You pick the level that fits your life.

Monthly Advisory — Ongoing strategy sessions, real-time access, and a CPA who's actively managing your tax picture all year long.
Quarterly Check-ins — Structured planning meetings four times a year to stay ahead of major decisions, deadlines, and opportunities.
Review & Validate — You handle your own return or financials, submit them to us, and we review everything, flag issues, and give you a thumbs up or tell you what needs fixing. Professional eyes on your work for a fraction of full-service pricing.
Community Access — Join the group, ask questions, attend calls, and learn alongside others who take their money seriously. No commitment beyond showing up.

Ready to talk?

Schedule a Call

(833) 302-6005 [email protected]