PROACTIVE, NOT REACTIVE
Your business needs a plan, not just a filing.
Simplify financial management and IRS compliance with an ongoing relationship designed around the needs of a small business or startup — entity structure, tax-efficient benefits, accumulation strategy, and filings that hold up.
★ PLANNING VS. FILING
By March, the year is already decided.
Filing a return is a record of decisions already made. Nearly every lever that changes the outcome — how the business is structured, when income and expenses land, what benefits exist, how capital is deployed — has to be pulled during the year, not after it.
While you concentrate on growing the business, we focus on shrinking the tax bill — legally, deliberately, and documented. You should never pay a single cent more than the law requires.
- Comprehensive tax reduction planning
- Regular tax strategy consultations
- Personal and business return preparation
- W-2 and 1099 preparation and filing
- Annual audit risk and readiness review
- Access to business credit and funding solutions
★ SERVICE LEVELS
Three levels, scaled to what you actually need.
Pricing is set in conversation once we understand the entities, the income level and the complexity — we do not publish a number that could not possibly fit every business.
Startups & new investors
Silver
Up to $250,000 income
- Tax return analysis
- Basic tax strategies
- One-hour attorney consultation
- Email Q&A support
Established businesses
Gold
Up to $1M income level
- Everything in Silver
- Entity optimization
- Advanced tax strategies
- Multi-jurisdiction analysis
- Semi-annual reviews
Multi-entity operators
Platinum
Over $1M income level
- Everything in Gold
- Multi-entity analysis
- Premium tax strategies
- Advanced tax analysis
- Quarterly reviews
★ PREPARATION AND FILING
Master your finances, eliminate the risk.
Planning built on unreliable books is guesswork. Where it helps, we take the ledger off your desk entirely — and where you already have that covered, we simply work with what exists.
Business and personal return preparation
Accurate, thorough preparation of your business and personal returns by professionals who work in this code every day, not just in filing season.
Federal, state and local filings
Returns prepared and filed on schedule across every jurisdiction you operate in, with the documentation retained where you can find it.
Regular tax law updates and compliance guidance
Rules move constantly. We track what changes and tell you the ones that affect you — before they affect a filing deadline.
Ongoing financial reviews and strategic meetings
Scheduled reviews where we look forward rather than backward: what is coming, what it costs, and what can be done about it while there is still time.
Preparation and filing of payroll tax returns
Federal and state payroll filings prepared and submitted on schedule, with the documentation retained where you can find it.
World-class support for finance questions
A named person who answers. Not a ticket queue, and not a call-back next quarter.
★ BEYOND THIS TAX YEAR
Structure, accumulation and what comes after.
The businesses we work with longest tend to arrive with a tax question and stay for the questions underneath it: how the entity should be organized, how key people are rewarded and retained, how wealth accumulates efficiently, and what happens to all of it eventually.
Start the conversationEntity structure
Whether the organization still fits the business it has become.
Tax-efficient benefits
Fringe benefit and compensation design that works for owners and key staff.
Accumulation strategy
Retirement and investment structuring aligned with the tax picture.
Estate planning
Preserving what has been built, and minimizing what transfer costs.
IRS compliance
Filings, notices and correspondence handled properly and on time.
Audit readiness
An annual look at where exposure sits, before anyone else looks.
★ FREQUENTLY ASKED
Planning questions, answered honestly.
Most CPAs are excellent at compliance: recording what happened and filing it correctly. Planning is a different discipline — it changes what happens before it is recorded. We work alongside your CPA rather than replacing them, and many of our clients keep the same preparer they have used for years.
Earlier in the tax year than most people think. By the time a return is being prepared, the majority of the decisions that determine the outcome have already been made. Planning conversations in the first three quarters are worth considerably more than the same conversation in March.
Both. We prepare and file business and personal returns, and the planning work sits alongside that rather than being handed off. If you already have a preparer you are happy with, we can work with them instead — plenty of our clients keep the relationship they have.
Whether the way your business is legally organized still fits what it has become. Structures chosen at founding often stop being efficient once revenue, ownership or activities change — and the cost of leaving that unexamined compounds every year.
No. Everything we implement is grounded in the code and documented accordingly. We will help you avoid paying a cent more than the law requires, and we will not help you pay less than it requires.
★ START BEFORE YEAR-END
The best planning conversation is the one you have early.
Tell us about the business and we will tell you where the opportunities are — and where there aren’t any.