Tax Guidance & Optimization

Stop Reacting to Your Tax Bill.
Start Planning Around It.

Practical tax guidance tied to your actual financials. We review your position during the year so decisions happen before the window closes.

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What this service covers
Quarterly estimated tax review
S-Corp reasonable compensation review
S-Corp election discussion
Retirement contribution planning
Deduction review based on your books
Year-end income timing suggestions
The Real Problem

By the time your return is being prepared, most decisions are already locked in

Filing a return is not the same as planning your taxes. Real planning happens during the year, while income can still be adjusted and decisions have time to take effect.

  • Surprise tax bill that could have been reduced earlier
  • Estimated payments that do not match actual income
  • Entity structure never reviewed since formation
  • Retirement contributions missed because no one flagged the opportunity
  • Owner compensation set without considering the tax impact

Planning works when it happens before the year closes.

We review your estimated tax position, walk through what your books actually show, and flag decisions worth making before deadlines pass.

This is not complex tax strategy. It is straightforward guidance based on your real numbers, done regularly enough to actually be useful.

More predictability, fewer surprises, and a tax outcome that reflects deliberate choices.
What We Cover

Practical guidance in the areas that actually move the needle

01

Estimated Tax Planning

Quarterly tax position reviewed using current income
Payments adjusted when income changes materially
Avoids underpayment penalties and year-end surprises
02

Owner Compensation Review

S-Corp reasonable compensation reviewed for compliance
Salary and distribution mix evaluated for tax efficiency
Adjustments timed alongside estimated tax position
03

S-Corp Election Discussion

Evaluation of whether an S-Corp election makes sense
Basic comparison of tax treatment under current vs. elected structure
Coordination with formation or conversion if recommended
04

Retirement Contribution Planning

SEP-IRA and Solo 401(k) options reviewed
Contribution limits calculated based on income
Timing discussed before year-end deadlines
05

Deduction and Timing Review

Deduction eligibility reviewed based on your actual books
Year-end income and expense timing suggestions
Significant purchases reviewed before year closes
Who This Is For

For owners who want predictability, not surprises

This service is most useful for owners with variable or growing income, pass-through entities, or structures that have never been reviewed since formation.

  • S-Corp and LLC owners unsure if their structure is still appropriate
  • Owners with variable income and inconsistent estimated payments
  • Owners who have never reviewed their compensation mix
  • Anyone surprised by their tax bill multiple years in a row
  • Growing businesses where structure and timing now affect the outcome

Also Worth Knowing

Available as a standalone service for owners who handle bookkeeping elsewhere.
Included with monthly accounting clients as part of the engagement.
Guidance is based on your actual financial data, not a generic checklist.
If an entity change is recommended, we can coordinate that through our Business Formation service.

Not sure if this makes sense for your business?

A 30-minute call to review your current setup and discuss whether ongoing guidance would be useful.

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Get Started

Planning works best before the year closes

Book a consultation to discuss your current tax setup and whether ongoing guidance is the right fit.

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