Our Services

Tax Strategy That Actually Saves You Money.

Six focused services. One goal: legally reduce what you owe the IRS by making the right decisions before the return is ever filed.

SERVICE 01

Proactive Tax Planning

Most CPAs look backward. We look forward. Twelve months ahead, we map your income, structure, deductions, and life events to find every legal lever before the calendar runs out.

  • Quarterly planning calls — adjust strategy as your year unfolds
  • Income and deduction timing analysis
  • Retirement, HSA, and benefit-stacking strategy
  • Year-end action plan with projected tax savings
Best for: Business owners, high-W2 earners, and households with $250K+ in annual income who are tired of surprise tax bills.
SERVICE 02

Entity Structure Optimization

Sole proprietor, LLC, S-Corp, partnership — the wrong structure quietly costs entrepreneurs five figures a year in unnecessary taxes. We pressure-test what you've got and recommend exactly what you should run.

  • S-Corp election analysis and reasonable comp planning
  • Multi-entity setups for real estate & operating businesses
  • Self-employment tax minimization
  • Owner draws, distributions, and payroll structuring
Best for: Founders earning $80K+ in self-employment income, owners with multiple businesses, and real estate investors holding properties personally.
SERVICE 03

Tax Return Preparation

If we built the plan, we file the return. Our preparation is strategic — every deduction, election, and form ties back to the strategy we built together earlier in the year. No surprises in March.

  • Federal & state returns for individuals, S-Corps, partnerships, and rentals
  • K-1 reconciliation for owners with multiple entities
  • Estimated tax planning so you never overpay quarterlies
  • Secure document portal with year-round access
Best for: Existing planning clients and new clients who want their return prepared by the strategist who knows the bigger picture.
SERVICE 04

Real Estate Tax Strategy

Real estate is the most tax-advantaged asset class in America — if you know the playbook. We've helped investors legally shelter six and seven figures of income using strategies most CPAs barely understand.

  • Cost segregation studies & bonus depreciation acceleration
  • Short-term rental (STR) loophole — offset W2 income legally
  • 1031 exchanges and qualified opportunity zone planning
  • Real estate professional status (REPS) qualification
Best for: Active investors, syndication LPs, short-term rental hosts, and W2 earners using real estate to reduce taxable income.
SERVICE 05

Business Owner Strategy

Built for the founder who wants to keep more of what they earn. We layer the deductions, retirement plans, and benefit structures that turn a profitable business into a tax-efficient one.

  • QBI (Section 199A) deduction maximization
  • Solo 401(k), defined benefit, and SEP stacking
  • Payroll, owner-comp, and accountable plan design
  • Health insurance, HSA, and fringe benefit strategy
Best for: Profitable LLCs and S-Corps, agency owners, consultants, and self-employed professionals netting $150K+.
SERVICE 06

IRS Issue Resolution

Notices, audits, back taxes — we represent clients and work through it with a clear, calm plan. No panic. No "let me get back to you." Just a path from here to resolved.

  • IRS & state notice response and resolution
  • Audit representation and documentation defense
  • Back-tax filing, penalty abatement, and installment agreements
  • Offer in compromise evaluation when it fits
Best for: Anyone who's received an IRS letter, has unfiled years, or is being audited and needs a steady hand to take the wheel.
FAQ

Common questions, honest answers.

Not necessarily. Many clients work with us for strategy and keep their existing CPA for filing — and we coordinate directly so nothing falls through the cracks. Other clients prefer to consolidate strategy and preparation under one roof. Either model works.
Yesterday — but the next best time is now. The earlier in the year we start, the more levers are still on the table. That said, even fourth-quarter planning can save serious money if there's enough on the books to work with.
Our typical clients save $15,000 to $40,000 a year, with some saving significantly more depending on income, entity structure, and real estate exposure. We'll project your specific savings on the strategy call before you ever pay us.
Yes. We work with US-based clients nationwide, including those with multi-state filing requirements (rental properties, business operations, or relocations).
That's exactly the kind of situation our IRS Issue Resolution service is built for. We start with a clear assessment, then map a path forward — whether that's catch-up filings, penalty abatement, or a structured payment plan. You're not the first person to be in this spot, and there is a way through it.
We use flat-fee engagements, scoped to your situation. Most planning clients pay an annual fee that's a fraction of the savings we project. We'll quote you clearly on the strategy call — no hourly billing, no surprises.

Ready to see what we'd do with your numbers?

Book a 30-minute strategy session and we'll walk through your situation, identify the most impactful levers, and tell you straight whether we're a fit. A $100 refundable deposit holds your spot — returned in full when you attend. Prefer to learn it yourself? Join the Tax Pro's AI Playbook waitlist.

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