Our flagship service
A tax plan is a business decision, not a filing task
By the time a return is prepared, the year is closed and the outcome is fixed. Strategy happens earlier — while structure, compensation, and timing are still yours to choose. That's the work we do.
The levers
Where the savings actually come from
None of these are exotic. All of them require a decision made in time, and records that hold up afterward.
Entity structure & elections
Sole proprietor, partnership, S corp, or a combination — modeled against your actual profit, payroll, and exit plans rather than a rule of thumb.
Reasonable compensation
A documented, market-supported salary figure that preserves the benefit of an S election without creating exposure on exam.
Retirement plan design
Solo 401(k), SEP, SIMPLE, or defined benefit — sized to your goals and cash flow, with the deadlines tracked so nothing lapses.
Income & expense timing
Shifting revenue and deductions across the year boundary when the multi-year projection says it's worth doing.
Accountable plans
Home office, vehicle, travel, and equipment reimbursements structured properly and supported with contemporaneous records.
Credits & incentives
Federal and Texas-specific credits reviewed annually, so nothing that applies to your business gets left on the table.
Engagement
What working together looks like
Phase one
Diagnostic
We review two to three years of returns, your current entity and payroll setup, and the state of your books. You get a written summary of what's working, what's exposed, and what's unused.
Phase two
The plan
A prioritized set of moves with projected dollar impact, implementation steps, deadlines, and the documentation each one requires.
Phase three
Execution & maintenance
We implement alongside your bookkeeping and payroll, run quarterly projections, and revisit the plan whenever the business changes shape.
Fit
Who this is built for
We do our best work with owner-operated service businesses that have outgrown a once-a-year relationship with their accountant.
Service businesses between roughly $500k and $10M in revenue
Owners taking meaningful profit out of the business
Firms considering or already using an S corporation election
Businesses hiring, buying equipment, or planning a sale
Owners who want one team handling books, payroll, and planning
Free download
The Tax Strategy Playbook
A plain-English guide to the planning levers most service business owners leave unused: entity structure, reasonable compensation, retirement vehicles, timing, accountable plans, and the records that make each one defensible.
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Start with a discovery call
Thirty focused minutes on your business, your entity structure, and the goals you're working toward. You'll leave with a clear read on where your tax position stands — whether or not we work together.