It's Not About What You Make.
It's About What You Keep.
Most accountants just record history. We help you write it. Move from reactive filing to proactive tax planning.
Start PlanningThe Difference
Typical Tax Prep
"See you next April."
- Records history after it happens
- Surprise tax bills
- Missed opportunities
- Transactional relationship
Our Planning Approach
"Let's build a roadmap."
- Strategizes throughout the year
- Estimated payments & projections
- Maximized deductions & credits
- Team-based partnership
Key Planning Strategies
We review your specific situation to implement strategies such as:
Entity Selection
For small business owners, choosing between an LLC, S-Corp, or C-Corp can save thousands in self-employment taxes.
Income Timing
Strategically deferring income or accelerating expenses at year-end to control your tax bracket.
Retirement Optimization
Going beyond a simple IRA. We look at SEP-IRAs, Solo 401(k)s, and Defined Benefit plans for high earners.
Asset Purchases
Utilizing depreciation rules (like Section 179) effectively when buying vehicles or equipment for your business.
Deduction Maximization
Ensuring you are capturing all valid expenses, from home office use to business travel and meals.
Charitable Gifting
Using strategies like Donor Advised Funds or stock gifting to support causes while reducing tax liability.