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TAX PLANNING FOR BUSINESS OWNERS

Your biggest expense is income tax. As a business owner, you can be subject to tax as high as 50% when you combine Federal and State tax brackets. We have legal ways to reduce this burden.

Our Services

Tax Planning | Tax Prep

Prior Year Accuracy Check

Tax Planning | Tax Prep

  • Personal and Business 
  • Consolidated C Corps
  • Holding Companies with many subsidiaries. 
  • Multi-State Returns

Tax Accounting

Prior Year Accuracy Check

Tax Planning | Tax Prep

Look through your financials through a tax lens instead of a profits lens. 

  

Don't like what you see? We can fix that. 


Prior Year Accuracy Check

Prior Year Accuracy Check

Prior Year Accuracy Check

Many clients tax returns were done incorrectly or were rushed to meet a deadline, costing one client hundred's of thousands of dollars in taxes paid.  


We can fix that too. 

Case Studies

The Real Estate Mogul

The Serial Entrepreneur

The Serial Entrepreneur

Client owns $27M of real estate held for development. Every year or so, he sells a project and has at least a $2.5M Long Term Gain. Here's our planning details... (more)

The Serial Entrepreneur

The Serial Entrepreneur

The Serial Entrepreneur

Client has multiple businesses including AirBNB, Retail, Social Media, and Brokerage and makes $2M a year personally. Here's our planning details...(more)

The Manufacturer

The Serial Entrepreneur

The Construction Guy

Client manufactures concrete masonry products and makes $1M a year personally. Here's our planning details...(more)

The Construction Guy

The Construction Guy

The Construction Guy

Client does $10M in annual sales and takes home over $1M in personal income. Here's our planning details...(more)

The ECommerce Guy

The Construction Guy

The ECommerce Guy

Client has an online store and sells $5M a year annually. They make $1.2M profit before planning. Here's our planning details...(more)

The Franchisee

The Construction Guy

The ECommerce Guy

Client does $500k per year in gross sales and makes $350k per year. Here's our planning details...(more)

Our Offer

We will build a personal, fully customized plan based on your specific details. No catch, no gimmicks. If you like the plan, we move forward. 

Let's go then

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