STRATEGIC TAX PLANNING &
ADVISORY
Proactive Tax Strategies—Year-Round, Not Just at Filing
We design a plan to reduce taxes legally, protect your profits, and keep you compliant all year.
Who We Help
What You Get
- Personalized Tax Strategy Roadmap – Clear, prioritized actions to reduce your next tax bill
- Entity & Compensation Planning – LLC vs S-Corp, owner payroll, and reasonable comp guidance
- Quarterly Estimate Planning – No surprises; we calculate and calendar your payments
- Deduction Maximization Review – Industry-specific deductions you’re legally entitled to
- Retirement & Benefits Strategy – SEP-IRA, Solo 401(k), HSA, accountable plans
- Record-Keeping Framework – Audit-ready documentation and workflows
- Year-Round Advisory – Ask tax questions anytime; we’re your ongoing partner
OUR APPROACH
A Clear Path to Tax Savings—Step by Step.
01
Discovery (15–30 min)
Goals, income streams, current structure, and risk profile
02
Deep-Dive Review
Prior returns, bookkeeping, payroll, and benefits audited for opportunities
03
Strategy Blueprint
Written plan with savings projections and step-by-step actions
04
Implementation & Check-ins
We help you execute and adjust quarterly
Smart, Legal, and Proven Strategies to Keep More of What You Earn.
Sample Strategies We Implement
S-Corp Optimization
Salary vs distributions to minimize SE tax
Home Office & Accountable Plan
Reimbursements that are deductible to the business and tax-free to you
Auto, Travel, and Mixed-Use Assets:
Policy + logs to maximize deductions safely
Retirement Stacking
Solo 401(k) or SEP-IRA with cash balance add-ons for higher earners
Find the best plan for you
Why Choose Us
FAQs
Have Questions? We’ve Got Answers.
Is this only for businesses?
No. High-W2 earners with equity/RSUs benefit from timing, deferrals, and charitable strategies.
Can you work with my CPA?
Yes—we collaborate or we can handle both planning and preparation.
Do I need bookkeeping first?
Clean books help. If you need cleanup, we can add it or coordinate with your bookkeeper.
How fast can I get a plan?
Typically 5–10 business days after we receive your documents.
Will you help me implement everything?
Yes. We provide step-by-step tasks, templates, and quarterly check-ins.