Tax Planning, Not Tax Reaction.
If your only tax conversation happens in March, you are leaving money on the table. We work the numbers all year so April is a decision, not a surprise.
What changes with a plan
You stop overpaying estimates
We model your actual liability quarterly. You pay the right number, not the safe-harbor default.
You catch deadline moves
S-Corp election by March 15. Retirement plans by year end. Cost seg studies take weeks. We track every window.
Year-end becomes boring
By December your taxes are mostly planned. The rest is just executing.
What we cover
Quarterly projections
Updated as your income changes.
Entity analysis
Sole prop vs LLC vs S-Corp, with the break-even math.
Retirement strategy
Solo 401(k), SEP IRA, defined benefit.
QBI optimization
The 20 percent deduction, made permanent for 2026.
Bonus depreciation
100 percent permanent for qualifying property after Jan 19, 2025.
Year-end moves
Equipment, retirement, charitable bunching, Roth conversions.
Plan instead of react.
Book a free call. Bring last year’s return. I will tell you the two or three moves you should be making this year.