Service 02 — Tax Advisory

Stop filing taxes. Start planning taxes.

Most business owners receive tax preparation after the year ends. We help clients proactively reduce taxes before year-end through strategic planning.

Erika Jones, tax strategist

What's included

Scope of Engagement

01

Tax Strategy Planning

  • Entity structure analysis
  • S-Corporation planning
  • Owner compensation planning
  • Income shifting opportunities
02

Tax Savings Strategies

  • Augusta Rule
  • Accountable Plans
  • Retirement Contributions
  • Depreciation Planning
  • Vehicle Strategies
  • Family Employment Strategies
03

Tax Projections

  • Quarterly tax estimates
  • Estimated payment planning
  • Year-end tax projections
04

Tax Compliance

  • Business tax returns
  • Personal tax returns
  • Tax notice support

Our process

  1. Step 01
    Tax Discovery
  2. Step 02
    Tax Analysis
  3. Step 03
    Strategy Implementation
  4. Step 04
    Tax Savings Monitoring
Best for

Business owners paying more than $10,000 annually in taxes.

Ready for clarity on your numbers?

Book a Tax Strategy Session with Erika