Built a Great Business? Now Build a Smarter Tax Strategy
Proactive tax planning that protects your profits and prepares you for what's next. As a business owner, your financial world is more complex—and that's exactly why templated tax advice won't cut it.
Custom tax strategies tailored to your specific business entity and income model, ensuring your plan aligns with your unique financial situation.
Business Transition Planning
Expert guidance on owner compensation structures, business exit strategies, and minimizing tax impact during major changes.
Coordinated Approach
We work seamlessly with your existing financial team, integrating our strategies with your financial advisor and CPA for comprehensive coverage.
Choose Your Engagement Level
Tier 1 - Streamlined Tax Strategy
$6,000 - Perfect for simple, impactful strategies like pass-through income optimization or retirement plan integration.
Tier 2 - Targeted Optimization
$12,000 - Detailed evaluations for S-Corp structuring, real estate ownership considerations, and advanced depreciation strategies.
Tier 3 - Full Business Transition Planning
$18,000 - Comprehensive planning for complex exit scenarios, business sales, estate planning integration, and legal coordination.
Targeted Optimization Services
S-Corp Structuring
Optimize your business entity structure to potentially save thousands in self-employment taxes while maintaining operational flexibility.
Real Estate Positioning
Strategic analysis of property ownership inside vs. outside your business to maximize tax advantages and protect assets.
Advanced Depreciation
Implement accelerated depreciation techniques like cost segregation studies to improve cash flow and reduce taxable income.
Business Transition Planning
Situation Analysis
Comprehensive review of your business financials, succession goals, and timeline to establish a baseline for planning.
Scenario Modeling
Detailed projections of various exit strategies including selling to a third party, family succession, or employee ownership transitions.
Legal Integration
Coordination with your legal team to ensure tax strategies align with estate plans, buy-sell agreements, and succession documentation.
Implementation
Step-by-step execution plan that minimizes tax exposure during transition while maximizing long-term financial benefits.
Protect What You Built
Your Legacy Matters
Your business represents years of hard work and sacrifice. Our tax strategies are designed to protect that investment through every transition and growth phase.
Personalized Approach
We recognize that every business has unique needs. Our solutions are tailored specifically to your industry, goals, and timeline—never one-size-fits-all.
Expert Guidance
With decades of experience helping business owners navigate complex tax situations, we bring strategic insights that go beyond basic compliance.
Your business deserves a tax plan that reflects the work you've put into it. Book a Complimentary One-on-One Review