Strategic Tax Planning for Growth-Minded Businesses

Our Tax Planning Services Include:

• Strategic Business Entity Analysis
• Quarterly Tax Projections
• Cash Flow Optimization
• S-Corp Reasonable Compensation Studies
• Annual Tax Planning Analysis
• Custom Tax Strategies

• Generate $100K-$2M in annual revenue
• Want to optimize your tax position
• Value proactive financial strategies
• Own an S-Corporation or are considering one
• Seek to minimize tax surprises
• Want clear financial forecasting

         Step 1:  Discovery & Analysis 

• Review current tax situation
• Identify opportunities
• Assess business structure

         Step 2: Strategy Development 

• Create custom tax plan
• Project quarterly estimates
• Design implementation timeline

         Step 3:  Implementation & Support 

• Regular strategy reviews
• Quarterly updates
• Ongoing guidance

• Secure & Confidential 
  • Bank-level encryption
  • Secure client portal
  • Strict privacy standards

• Professional Expertise 
  • Licensed tax professional
  • Strategic approach
  • Clear communication

• Client-Focused Service 
  • Judgment-free guidance
  • Prompt responses
  • Year-round support

• Tax Planning Analysis: Starting at $1,500
• S-Corp Reasonable Comp Analysis: $750
• Quarterly Planning Sessions - Can optionally be included

Note: Discovery Call availability is limited during tax season (January-April 15th). Early planning is encouraged.