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Join the P&C Advisory Collective.
The P&C Advisory Collective is an exclusive online membership community created by Porter & Company CPAs to empower clients with expert guidance in tax planning, accounting strategies, and long-term financial decision-making.
At the heart of the Collective is an 8-hour, expert-led tax planning course designed to give you actionable knowledge. Members also gain access to in-depth strategy guides on topics like retirement contributions, entity structure, and bonus tax-saving tactics. Each month, we host live Office Hours via Zoom—where members can ask questions directly to firm leadership and get real-time advice on complex issues like 529 plans, self-directed IRAs, real estate taxation, crypto, 1031 exchanges, and more.
Beyond education, the Collective fosters connection and accountability.
Members interact in a private online forum to get peer support, ask questions, and tap into a community of like-minded entrepreneurs and investors. You’ll also gain access to exclusive investment opportunities—like private placements in multifamily housing in DFW or commercial real estate in Prosper—and future deep-dives into accounting best practices and investor-focused tax topics.
Membership Options
Group Advisory
Designed for clients who want more education, a projection with basic tax planning options, and bi-annual meetings with the P&C staff. Includes access to the P&C Advisory Collective, tax notice resolution, audit support, and tax compliance support.
$995
bi-annually
Strategic Advisory
Ideal for clients needing a more hands-on, personalized tax and financial strategy. Includes everything in Group Advisory plus year-round support, quarterly personalized strategy sessions, audit protection (up to $5,000), and customized tax planning.
$1,005
quarter
Hourly Advisory
A pay-as-you-go program created for clients who prefer one-off discussions rather than an ongoing plan.
$75 – 425
per hour