Tax Planning
Lower What You Legally Owe, All Year
Most business owners overpay because tax decisions get made in April, after the year is already closed. Tax planning moves the work forward — we map out the moves while there's still time to make them, then document everything so the savings hold up.
Tax Planning
$4,500
one-time · starts with a free analysis
For whom
Profitable business owners & S-corp / LLC filers
Book Your Free AnalysisSee full pricingFlat price, quoted before any work begins.
The work
The short version
A tax plan is a strategy, not a return. We start with a free analysis of your business and your numbers to see whether real savings exist. If they do, we build a plan drawn from more than a thousand IRS-compliant strategies — chosen for your entity, your income, and how you actually operate. If we don't find savings worth acting on, we tell you that, and you've spent nothing.
The plan is yours to run. We can hand it to your existing accountant to execute, or run it end to end ourselves through tax prep, bookkeeping, and payroll. Either way it's built to be defensible: every position is backed by documentation, so the plan holds up if the IRS asks questions.
What's included
What you get.
Free Savings Analysis
We review your business and numbers up front to confirm there's meaningful savings on the table before you commit a dollar.
Entity Structure Review
We check whether your current setup as an S-corp, C-corp, or LLC is costing you, and model the alternative.
Depreciation & Cost Segregation
We plan how and when to write off equipment and property so deductions land where they help you most.
Fringe Benefit Optimization
We structure benefits and owner compensation to move money in tax-efficient ways the business already supports.
Documented Positions
Every strategy ships with the paperwork to back it up, so each position holds if the IRS asks questions.
Working Q&A Session
We walk you through the plan live, answer questions, and make sure you understand each move before it runs.
Who it's for
Is this you?
This is built for profitable business owners and S-corp or LLC filers who are paying real tax and suspect they could be paying less. It fits owners who want a deliberate strategy rather than a year-end scramble, whether you keep your own accountant or want us to handle execution. The more your business earns, the more there usually is to plan around.
- You're profitable and your tax bill keeps climbing each year
- You only talk taxes once a year, after the numbers are already locked in
- You're an S-corp or LLC and unsure your entity structure still fits
- You've bought equipment or property and aren't sure you're writing it off well
How it works
How working with us goes.
Free analysis
We look at your business and your numbers and tell you, honestly, whether there's enough savings to justify a plan. No charge for this step.
We build the strategy
If the savings are there, we assemble your plan from over a thousand compliant strategies — entity, depreciation, benefits, documentation — sized to your situation.
You run it, or we do
We walk you through the plan in a working session, then either hand it to your accountant or execute it ourselves end to end.
FAQ
Tax Planning, in plain terms
Do I have to pay before I know it's worth it?
No. Tax planning starts with a free analysis. We look at your business first and only recommend a plan if we find savings worth acting on. If the numbers aren't there, we'll tell you, and you've paid nothing.
How much do business owners typically save?
It depends on your income and how your business is set up, but most planning clients save between $10,000 and $50,000 in their first year. The free analysis tells you what's realistic for your situation before you commit, and the flagship Strategic Tax Plan is a flat $4,500 one-time fee quoted upfront.
How is this different from just filing my taxes?
Tax preparation reports what already happened; tax planning changes what happens before the year closes. Planning is proactive and year-round — entity structure, depreciation timing, benefits, and documentation — so there are fewer surprises and fewer missed savings when it's time to file.
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Ready to keep more of what you’ve earned?
Start with a free 20-minute call. Tell us what’s going on, and we’ll give you an honest read on whether there’s money to save and work worth handing off.