Tax as architecture, not paperwork.
We plan your taxes, file your returns, and answer the IRS letters for you. Every step is built around how you pay yourself, how your business is set up, and where it's headed next. Not just around what happened last year.
By the time you file, the planning should already be done.
If your tax person only shows up in March, you're not getting tax planning. You're getting a record of what already happened: the income you earned, the money you took out, the entity choice locked in for another year. By then, most of the chances to shape the bill are gone.
So we start months before the deadline. We plan around how your business is set up and how you pay yourself. When April comes, the return confirms numbers you've already seen. Fewer surprises. Less scrambling.
Six pieces of a real tax plan.
Entity choice
S-Corp, C-Corp, LLC taxed as a partnership, or sole proprietor? We help you pick the tax setup that fits. We weigh how you pay yourself, how profits and losses reach your personal return, and whether you plan to sell or add partners. Then we check the choice again each year as the business grows.
Quarterly planning & projections
Four times a year, we project where your tax bill is heading. That way your quarterly estimated payments track your real income, and you can set the cash aside ahead of time. The goal: no surprise bill in April and fewer underpayment penalties along the way.
Preparation & filing
Business returns (1120S, 1065, 1120), personal returns (1040), state returns, and the income split for businesses that work in more than one state. We file on schedule once your records are in, and we keep the backup organized so it's ready if anyone ever asks for it.
IRS resolution
IRS notices, audits, back taxes, payment plans, offers in compromise, and penalty relief requests. With your signed power of attorney on file, the IRS can deal with us directly. You stop opening every letter alone.
How you pay yourself
How you take money out of the business matters more than most owners think. We help you set the split between salary and distributions. We weigh self-employment tax, the IRS rule on reasonable pay, retirement contribution limits, and the qualified business income (QBI) deduction. Then we revisit the mix each year as profits change.
Multi-entity coordination
Run three LLCs and a holding company? We keep every return in step. Money that moves between businesses gets documented, expenses land in the right entity, and each dollar traces back to the business that earned it.
Who this is for.
This is right if you…
- Run a profitable business that earns enough to make planning worth it
- Own more than one business, or plan to within the next year
- Own real estate, equipment, or intellectual property where depreciation planning matters
- Pay yourself a real income and want the salary and distribution split set up with care
- Want a plan built before April, not pieced together from receipts in March
- Will keep your bookkeeping clean (without it, planning can't work)
This isn't right if you…
- 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
- Want an advisor who only tells you what you want to hear each April
What this work is built on.
14 years and 500+ businesses formed. We set up the entity, the books, and the tax plan together, so your return reflects how the business actually runs.
Every plan is written down. You get the reasoning behind each choice (S-Corp or not, what salary to pay yourself, what to set aside each quarter) in plain English, before anything is filed.