Business Tax Planning

We develop a detailed plan to optimize client taxes based on our extensive interviews as well as the number of follow-ups throughout the year, and we work with each and every client on implementation. We don't leave them hanging. We charge a flat fee for analysis plus 10% of potential savings if the plan is fully implemented (not actual implementation, but potential savings). Our initial consultation is free. Every business tax plan at the end of the day affects owners, which requires individual tax planning as part of the overall tax strategy.

Our tax plans start with the right entity selection, or a number of entities based on the need, through an in-depth analysis of the company's financial performance and plans, including its existing strategy. Based on this, we develop a plan that is monitored and tweaked on an ongoing basis to stay on course. In the process, we usually assist companies with other compliance issues to avoid surprises and be able to defend themselves in the case of an audit. We offer reasonable compensation assessments as well as one-off consulting related to a particular business transaction and can do work remotely as well as travel to the client.