Tax planning that pays for itself.
Most firms file your return and call it planning. We build a proactive, multi-year strategy — modeled before the year closes — so your tax bill becomes the result of a plan, not a surprise in April.
- S-Corp election + reasonable comp+$18,400
- Partnership special allocation+$9,800
- Solo 401(k) + profit share+$13,600
- QBI optimization+$7,200
Planning is more art than science.
We get to know your business, model the options, and put a written plan in your hands — then revisit it every quarter as things change.
A projected tax picture before year-end
Know what you'll owe — and what we can still change — while there's time to act.
Entity & compensation structure that fits
S-corp analysis, reasonable comp, and basis tracking to maximize tax free distributions.
A written, fixed-fee roadmap
Clear deliverables and a transparent fee — where the savings exceed the cost.
Partnership & LLC structuring
Special allocations, partner basis and at-risk planning, and guaranteed-payment vs. distribution decisions for partnerships and multi-member LLCs.
Year-round dialogue
An ongoing conversation with defined action steps — not one call in March.
Credits and deductions, surfaced
QBI, R&D, retirement, and depreciation opportunities identified and quantified.
Everything in the engagement
See what your last return missed. Most owners are surprised.
A 30-minute discovery call. No obligation, no pitch deck — just a real read on your situation.