You'll know what you owe months before it's due

We don’t file the return. We build the strategy, run tax projections through the year, and work with the preparer who files it, so the return carries out a plan made months before it was due. Both partners are CPAs, so the plan is built by people who know the rules it has to work within.

What a tax plan covers

• Business structure. Is the business set up the right way for what it earns now, and when is it time to change?
• Paying yourself. How much comes out as salary and how much as distributions, and what each one costs you in tax.
• Timing. When income is recognized and when big purchases are made, so deductions fall in the years they’re worth most.
• Exit. How a sale or a handover will be taxed, planned years before it happens.
• Geography. Where you, the business, and its income are taxed, and whether that should change.
• Time horizon. Income tax, capital gains, and gift and estate tax added up across your working life and retirement, not one year at a time.