Tax Planning & Advisory

Tax Planning That Actually Saves You Money — Not Generic Advice

Real tax planning isn’t a quick phone call. It’s strategy.


We create detailed, personalized plans that legally reduce taxes and increase profitability.


Tax Planning Services Include

  • Entity optimization
  • S-Corp vs. LLC analysis
  • Reasonable compensation studies
  • Deduction maximization
  • Retirement strategy optimization
  • Multi-state tax planning
  • Estimated tax calculations
  • Year-end planning sessions



Who This Is For

  • High-income individuals
  • Business owners
  • Real estate investors
  • Multi-state earners
  • Contractors and consultants

  • What’s included in tax planning?

    We review your income, deductions, entity structure, basis, compensation, investments, and transactions to legally reduce taxes.


  • How often should tax planning be done?

    At minimum annually, but quarterly or ongoing planning is recommended for business owners and high-income individuals.

  • Can tax planning really lower my tax bill?

    Yes. Proper planning around timing, structure, elections, compensation, and investments can reduce taxes by thousands.

  • Do you run projections before year-end?

    Yes. We calculate expected liability and show tax-saving moves before the year closes.

  • Can you help evaluate whether an S-Corp makes sense?

    Yes. Entity structure optimization is core to tax advisory.

  • Do you provide strategy for real estate investors?

    Absolutely. We handle cost segregation, passive vs. non-passive analysis, depreciation strategy, and more.

  • What documents do I need for planning?

    We use your prior tax returns, YTD financials, payroll info, investments, real estate, and any upcoming transactions.