Proactive, not reactive
Instead of finding out your number in April when it's too late to do anything, we check in through the year so you can see it coming and make moves that actually lower it.
Quarterly estimates done right
Stop overpaying (giving the IRS an interest-free loan) or underpaying (and eating penalties). We calculate estimates based on your real, current numbers.
S-corp salary vs. distributions
Getting your reasonable comp right is one of the biggest levers an S-corp owner has. We help you set a split that's defensible and tax-efficient — and revisit it as you grow past $1M.
Entity & deduction review
We make sure your structure still fits your business and that you're capturing the deductions you're entitled to — without red flags.
How is this different from tax prep?
Prep files what already happened; planning changes the outcome before year-end.
When should I start?
The earlier in the year the better — but any time beats waiting until you file.
Will this actually save me money?
For most owners with real complexity, yes — and just as importantly, it removes the surprise.
Do I need to be a monthly client?
Planning is most effective with current books, so it usually pairs with monthly bookkeeping — but let's talk about your situation.