Specialty Engagement
Pay Less Tax, Legally
Proactive tax strategy that minimizes your liability and maximizes your wealth. Planning beats reacting every time.
Montana-Based. Serving Clients Nationwide.
Tax Planning starts at $1,200+
What this engagement covers
Tax planning is about shaping what will happen, not just recording what did happen. Most businesses only think about taxes in April — by then it's too late to optimize. Real tax planning happens year-round and looks 3–5 years forward. We review your current situation and project your future income, expenses, and tax liability.
We identify opportunities — entity structure, timing of income and deductions, retirement contributions, depreciation strategies, owner compensation, and tax credits. We build a multi-year plan and implement it throughout the year, adjusting as your business evolves. The difference between tax prep and tax planning: prep minimizes what you owe this year; planning minimizes what you owe over your lifetime. We integrate tax planning with your business decisions because every major decision — hiring, buying equipment, selling — has tax implications that should be planned, not reacted to.
Who it's for
- Businesses generating $150K+ in net profit where strategies will meaningfully exceed the cost of planning
- Business owners facing six-figure tax bills who want to reduce their liability legally
- Entrepreneurs making major business decisions (expansion, equipment purchase, hiring, exit)
- Businesses with variable or growing income
- Owners who want to build after-tax wealth, not just minimize one year's liability
What you get
- Multi-year income and tax liability projections (3–5 year view)
- Entity structure analysis and optimization (S-Corp vs. C-Corp vs. LLC)
- Income and expense timing strategy
- Depreciation and asset planning (Section 179, bonus depreciation, cost segregation)
- Retirement account structuring and contribution strategy
- Owner compensation optimization (salary vs. distributions, reasonable compensation analysis)
- Tax credit and incentive identification (R&D credits, work opportunity credits, energy incentives)
- Quarterly planning adjustments and monitoring
How we work
- Analyze your current situation and project 3–5 years of income and expense
- Identify the highest-leverage opportunities for your specific business
- Develop a written multi-year strategy with specific actions
- Execute the plan throughout the year with quarterly check-ins
- Adjust as your business evolves
- Provide guidance on major business decisions with tax implications
Frequently asked questions
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