top of page

Strategic Tax Planning

Structured decision making before year-end.

Forward-looking tax modeling grounded in real numbers, reasonable assumptions, and federal law.

Book a Tax Planning Call

Service Structure

Income increased significantly this year
S-Corpo compensation evaluation
Approaching QBI thresholds
Major purchases/depreciation timing
Retirement contribution strategies
Estimated tax exposure review
Structural reevaluation

This service is designed for profitable businesses with increasing complexity.

It is not informal or speculative advice.

Baseline Projection

Current-year projection using year-to-date data
Estimated tax review
Identification of potential underpayment exposure

Scenario Modeling (2-3 Structured Options)

S-Corporation reasonable compensation adjustments
Retirement contribution comparison
Depreciation timing (Section 179 vs bonus vs standard)
Income and expense timing considerations
QBI threshold impact evaluation
Entity structure considerations

Scenarios are structured and limited in scope to maintain clarity and focus.

Written Planning Summary

You receive a comprehensive summary outlining:

Baseline projections
Modeled alternatives
Recommended next steps
Implementation considerations

Strategy Session

A 60 - 90 minute strategy session to review the modeling and determine which actions, if any, you intend to implement before year-end.

Ready to Model Before Year-End?

If you want structured, documentation-aware planning before decisions are final, begin with a brief discovery call to determine alignment.

Schedule a Discovery Call

bottom of page