Service · 02

Strategic tax planning that actually moves numbers.

Most firms prepare your return and call it a day. We design a year-round plan that minimizes what you owe, and then we implement it.

Our specialties

Eleven strategies we use every day.

Every strategy below is something we've implemented, documented, and defended for real clients. Yours will only include what actually fits your situation.

S-Corp Election

Analysis, election timing, and a defensible reasonable-compensation report.

Home Office Deduction

Done right so it survives audit, even for home-based businesses.

Business Vehicle Use

Mileage vs. actual-expense analysis and the documentation to back it up.

Deferred Income

Shift taxable income into next year when it saves real money.

Section 179 & Bonus Depreciation

Accelerate asset deductions the right way for your business structure.

The Augusta Rule

Rent your home to your business for up to 14 days, tax-free.

Employing Your Children

Legitimate wages to kids, pushed to their lower (or zero) tax bracket.

Health Insurance Deduction

Owner-level deductions structured correctly for S-corps.

HSA Contributions

Triple-tax-advantaged savings, often overlooked by business owners.

Tax Loss Harvesting

Turn market losses into real deductions without wash-sale mistakes.

Cost Segregation

Accelerate depreciation on real estate to free up cash flow now.

… and more

Every engagement is personalized. We only recommend what fits.

How it works

A plan, then quarterly check-ins.

01 · Discovery

Review prior returns, entity structure, income sources, and goals. Identify obvious misses.

02 · Strategy

Build a written plan: strategies, implementation steps, expected impact.

03 · Quarterly review

Every 90 days, pressure-test the plan and adjust as your business evolves.

What strategies are you leaving on the table?

One free hour. We'll review your current setup and flag the highest-impact strategies for your business.