Service 02 — Tax Advisory
Stop filing taxes. Start planning taxes.
Most business owners receive tax preparation after the year ends. We help clients proactively reduce taxes before year-end through strategic planning.
What's included
Scope of Engagement
01
Tax Strategy Planning
- Entity structure analysis
- S-Corporation planning
- Owner compensation planning
- Income shifting opportunities
02
Tax Savings Strategies
- Augusta Rule
- Accountable Plans
- Retirement Contributions
- Depreciation Planning
- Vehicle Strategies
- Family Employment Strategies
03
Tax Projections
- Quarterly tax estimates
- Estimated payment planning
- Year-end tax projections
04
Tax Compliance
- Business tax returns
- Personal tax returns
- Tax notice support
Our process
- Step 01Tax Discovery
- Step 02Tax Analysis
- Step 03Strategy Implementation
- Step 04Tax Savings Monitoring
Best for
Business owners paying more than $10,000 annually in taxes.
Ready for clarity on your numbers?
Book a Profit and Tax Clarity Call and we'll map out how this service fits your business.
Book a Profit and Tax Clarity CallTake the next step
Ready to build a financially healthy legacy?
Schedule a discovery call to discuss your tax strategy or CFO needs.
Book a Consultation