Tax Strategy
We build plans before we file.
Reactive filing reports what already happened. Strategy-first planning looks at what’s still changeable — before year-end — and coordinates it across everything that touches your tax picture.
The Difference
Filing vs. planning.
Reactive filing
- – You hear from your CPA once a year
- – Decisions already made by the time they see them
- – April surprises instead of answers
Strategy-first planning
- ✓ Moves mapped before year-end, while they’re still changeable
- ✓ Coordinated across entities, accounting, and real estate
- ✓ Direct access to Neil between filings
One Coordinated Picture
Tax strategy touches everything.
The plan only works when the pieces talk to each other. We keep them connected.
Compliance
Returns reflect the plan, filed accurately and on time.
Owner compensation
Reasonable-compensation and distribution questions, considered deliberately.
Entities
Structure that fits how you actually operate and grow.
Real estate
Depreciation and structure coordinated with the whole return.
Accounting
Books clean enough to plan from, not just file from.
Owner decisions
Purchases, distributions, and timing — run past your CPA first.
Through The Year
What planning can include through the year.
Q1
File & set the baseline
Returns filed; the year’s plan takes shape.
Q2
Project & adjust
Estimated payments and projections reviewed.
Q3
Decisions window
Purchases, comp, and structure while still changeable.
Q4
Year-end moves
Lock in the plan before December 31.
Transparent Starting Points
Engagements typically start at…
Individual
$800
Real-estate partnership
$1,500
S-Corp
$2,500
Starting points, not quotes — final scope depends on complexity, discussed on your Fit Call.
See where you stand.
A short Fit Call covers your complexity, planning cadence, and readiness — with a clear next step either way.