Filing a return only records what already happened. Tax planning changes the outcome. We look at your entity type, owner compensation, retirement options, and timing throughout the year so you are not discovering your tax bill in April.
Confirm your current structure is still the cheapest way to be taxed.
Calculated from real numbers so you set aside the right amount, not a guess.
Salary vs. distribution splits documented and defensible.
Home office, vehicle, equipment, and retirement contributions planned intentionally.
A running estimate of your year-end liability so nothing sneaks up on you.
A short list of actions to take before December 31 while they still count.
We model your current year based on actual bookkeeping data.
We walk through options, savings estimates, and what each one requires.
We file what needs filing and revisit the plan each quarter.
Included in Growth and Full-Service plans. Reasonable Compensation Study $350. S-Corp Election Filing $350.
Earlier is better. Most strategies must be in place before year-end to help this year.
No. There is a profit threshold where it makes sense, and we run the numbers before recommending it.
Quarterly for most clients, more often if your revenue is changing quickly.
Book a free 20-minute call, email us, or call toll-free. We'll scope your needs and quote a flat price.