Stop overpaying. Start planning.
If you’re running a real business and your CPA only shows up in March, you are almost certainly overpaying. The right entity structure, retirement plan, and timing strategy can save you 5–6 figures every single year.
If any of these are true, we should talk.
You only hear from your CPA in March.
Reactive accounting is a tax leak. By the time you see the bill, the savings window has already closed.
You’re not sure if you’re set up correctly.
LLC vs. S-Corp vs. C-Corp matters more than most owners realize. The wrong choice costs $20K–$50K/year easily.
Your bookkeeping is always behind.
You can’t make tax decisions on a P&L you don’t have. Clean books are the foundation of every dollar you save.
You have no idea what you’ll owe until it’s too late.
Tax projections should be a quarterly conversation — not an April panic.
Your accountant just files. They don’t advise.
Filing isn’t strategy. You need a CPA who tells you what to do before the year ends.
You’re growing — but your tax bill is growing faster.
Growth without strategy is the most expensive way to get rich. We make sure your tax bill scales sub-linearly with revenue.
The three highest-leverage moves we run for every client.
Entity & owner-comp optimization
S-Corp election, reasonable-comp study, and QBI deduction stacking — typically $15K–$40K/year for $250K–$1M revenue businesses.
Retirement plan as tax shelter
Solo 401k, SEP-IRA, defined benefit, or cash balance plans designed to maximize deduction and owner-favorable contributions.
Strategy by industry
Medical (defined benefit + practice deductions), oil & gas (IDC, depletion), real estate (cost seg, REPS), professional services (R&D, accountable plans).
Three industries we specialize in.
Illustrative testimonials representative of business-owner work performed.