Tax advisory
Your return records what already happened. A tax plan decides what happens next. Most people have only ever been sold the first one.
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Every return is a roadmap
Your return already contains the entity you chose, the way you pay yourself, what you own, where you owe and what you deferred. Read forward instead of backward, it tells you what to do next year and the year after.
Filing work is not paid to read it that way. Ours is.
What we look at
Entity and ownership
How the business is held and whether the structure still fits what you are doing now.
Compensation and equity
Salary and distribution mix, options and equity events, and the timing around them.
Retirement and deferral
Plan selection and funding, and the deferral capacity most owners never use.
Property and investment
Real estate, credits and exchanges, sequenced against what you actually own.
Right strategies, right order
Nothing gets recommended out of sequence. Getting the order wrong is how good strategies produce bad outcomes.
- Foundational. Core deductions, retirement funding, entity review.
- Advanced. Entity structuring, S-Corp elections, defined benefit plans.
- Strategic. Cost segregation, credits, exchanges and deferral vehicles.
- Tactical. Estate design, legacy planning, equity event planning.
Where it starts
A thirty-minute consultation to establish fit, then a $5,000 assessment that puts the whole plan in writing. The analysis is yours to keep whether or not you go further.
Book Your 30-Minute Consultation