Business tax planning done before the year is over
A tax return records decisions you already made. Tax planning changes the decisions while they can still be changed. Those are two different services and most owners only ever buy the first one.
Start an advisory reviewBy the time the return is prepared, the planning window has closed.
“Am I paying more tax than I need to?”
“Is my entity structure still right for this size of business?”
“How should I take money out of my business?”
“What should I do before December 31?”
Planning is a modeling exercise, not a checklist
Real planning compares scenarios with numbers: entity structure, owner compensation, timing of income and expenses, capital purchases, retirement vehicles and credits. Every one of them interacts with the others, which is why generic advice tends to be either useless or expensive.
- Entity structure and election review at your current profit level
- Owner compensation and distribution mix
- Timing of income, expenses and capital purchases
- Credits and accelerated depreciation where they genuinely apply
What we build
A written plan with quantified strategies, a projected tax position for the current year, and a calendar of deadlines that keeps the plan from becoming a document nobody executes.
- Current-year projection updated through the year, not in March
- Ranked strategy list with estimated savings and implementation steps
- Quarterly estimate management to avoid penalties and surprises
- Coordination with your CPA so preparation and planning agree
How to know this is your constraint
Your tax bill is a surprise every year. Nobody has modeled your entity structure since the business was much smaller. Your only tax conversation happens after the year is closed. Equipment purchases are timed by cash rather than by tax effect.
Go deeper on the piece that applies to you.
S Corporation
Owners hear that an S corp saves tax, elect one, and then never revisit whether the compensation split is defensible or still optimal.
Read →Entity Selection
Structure is usually decided at formation, when the business is smallest and the stakes are lowest, and then never revisited.
Read →Reasonable Compensation
Owner wages are often set at whatever the payroll provider suggested years ago, with no documentation behind it.
Read →R&D Credit
Owners assume the credit applies to pharmaceutical companies, then find out later that process development and product engineering work would have qualified.
Read →Bonus Depreciation
Capital purchases get timed by whichever is louder — the salesperson's year-end promotion or the cash balance — instead of by after-tax cost.
Read →Cost Segregation
Owned property is often placed on a single long depreciation schedule when a substantial portion of it legitimately belongs on much shorter lives.
Read →Vehicle Deductions
Vehicles are among the most commonly claimed and most commonly unsupported deductions in closely held businesses.
Read →Estimated Taxes
Most estimates are computed from the prior year and then ignored while the current year turns out completely differently.
Read →Year-End Tax Planning
The tax conversation usually starts in February, when nearly every meaningful lever has already expired.
Read →