Tax as architecture, not paperwork.
We help you plan for taxes, file the returns, and handle anything the IRS sends your way — built around how you actually pay yourself, how the business is structured, and where you're heading next, not what already happened last year.
By the time you file, the planning is already done.
If your tax person only shows up in March, they're not really doing tax planning. They're filing what already happened — the income already earned, the money already taken out of the business, the entity choice already locked in for another twelve months. The chance to actually shape the tax bill closed months ago.
We help you plan your taxes around how the business is structured and how you pay yourself — starting long before the filing deadline. By the time April comes, the return just confirms the numbers you've already been planning for. No surprises. No scrambling.
Six pieces of a real tax plan.
Entity choice
We help you choose the right tax setup for your business — S-Corp, C-Corp, LLC partnership, or sole proprietor — based on how you pay yourself, how profits or losses flow through to your personal return, and where you eventually plan to sell or bring on partners. We revisit the choice each year as the business changes.
Quarterly planning & projections
Four times a year we project what your tax bill is actually going to be — so the quarterly payments to the IRS land at the right amount and your cash flow keeps up. No surprise bill in April, and no late-payment penalty for under-paying along the way.
Preparation & filing
Business returns (1120S, 1065, 1120), personal returns (1040), state returns, and the income split for businesses operating in more than one state. Everything filed on time, with documentation clean enough to hand to an auditor without hesitation.
IRS resolution
IRS notices, audits, back taxes, payment plans, settlement offers, and penalty removal. We file a power of attorney so the IRS contacts us instead of you — no more dreaded calls at 7am on a Tuesday morning.
How you pay yourself
How an owner takes money out of the business matters more than most realize. We help you find the right split between salary and profit distributions — weighing self-employment tax, IRS rules on reasonable pay, retirement contribution limits, and the 20% qualified business income deduction. We revisit the mix every year as profits change.
Multi-entity coordination
When you run three LLCs and a holding company, we keep all the returns coordinated. Money moving between businesses is properly documented, expenses land where they belong, and the cash flow can be traced back to whichever business actually generated it.
Who this is for.
This is right if you…
- Run a profitable business with enough income to make tax planning worth the effort
- Operate more than one business, or plan to in the next year
- Own real estate, equipment, or intellectual property where depreciation planning matters
- Pay yourself a meaningful amount each year and want the salary-vs-distribution split done right
- Want the tax plan built before April, not pieced together from receipts in March
- Are willing to keep your bookkeeping clean — without it, planning doesn't work
This isn't right if you…
- Have a simple single-member LLC and a regular W-2 job — TurboTax will handle it
- Just want a last-minute filing with no real planning conversation
- Won't follow through on quarterly tax payments when we recommend them
- Expect tax planning to work without first fixing your bookkeeping
- Prefer an advisor who tells you what you want to hear each April