Service
Tax Planning & Strategy
Proactive tax engineering, not just compliance. We model your optimal structure and execute it before the IRS forces the conversation.
What It Is
A continuous, forward-looking advisory engagement that engineers your tax position across entities, owners, and years. We project liability quarterly, identify legal mitigation strategies, and execute them before the calendar runs out.
Who It's For
This engagement fits a specific operator profile. If your business looks like one of the below, the math typically works.
- 01Business owners at $500K–$10M annual revenue
- 02Operators who pay $25K+ in federal tax annually
- 03Founders preparing for a liquidity event, acquisition, or exit
- 04Multi-entity owners with real estate, operating, and holding companies
What's Included
Every engagement is fixed-fee and scoped in writing. No hourly billing, no surprise invoices.
- 01Annual tax strategy roadmap with quantified savings opportunities
- 02Quarterly projection meetings — no surprises in April
- 03S-Corp election analysis and reasonable compensation studies
- 04Retirement plan design: Solo 401(k), Defined Benefit, Cash Balance
- 05Multi-state and nexus planning where applicable
- 06Audit-defense documentation built into every position
What You Can Expect
A clear path from first call to ongoing partnership.
Strategy Call
30 minutes. We confirm fit and identify your two or three biggest opportunities.
Deep Dive
We review prior returns, books, and structure. Quantified opportunities documented.
Roadmap
Written plan with specific moves, timing, and projected dollar impact.
Execution
Filings, elections, and structural changes implemented on schedule.
Ongoing Partnership
Monthly check-ins, quarterly projections, year-round advisory.
Related Services
Other ways we help operators.
Next Step
Ready to Move on This?
Book a 30-minute strategy call. We'll tell you within the hour whether this engagement is the right next step.
From Philadelphia · Serving Operators Nationwide