Tax compliance looks backward. Tax planning looks forward. We help business owners and property investors make proactive decisions that reduce tax, protect cash flow and support long-term growth.
Our tax services complement the work of your existing CPA. We bring specialist knowledge of incentives, depreciation and real estate taxation, and work in partnership with licensed CPAs and tax attorneys where required.
Year-round planning, not just at filing season. We model the tax impact of major decisions such as capital purchases, hiring, expansion and timing of income and expenses, so you can act before year-end rather than react after it.
Acquisition and disposition planning for investors and owner-occupiers: cost segregation, 1031 exchange coordination, depreciation recapture planning, real estate professional status and short-term rental strategies.
A review of your fixed asset register to find misclassified assets, missed deductions, abandoned or disposed assets still on the books, and opportunities under bonus depreciation, Section 179 and the repair regulations.
A comprehensive scan of federal, state and local credits and incentives your business may qualify for, including R&D credits, energy-related incentives and state job-creation and investment programs.
Guidance on choosing and reviewing your business structure (LLC, S corporation, C corporation or partnership), including owner compensation, the qualified business income deduction and multi-entity planning.
A second look at recent returns to identify overlooked deductions and credits that can still be claimed for open tax years, with refunds recovered through amended filings.
The One Big Beautiful Bill Act of July 2025 brought some of the most significant business tax changes since 2017. Several provisions reward businesses that plan ahead:
Knowing which rules apply to you, and in what combination, can make a six-figure difference.
Commercial, multifamily and short-term rental owners looking to maximize depreciation and plan exits.
Capital-intensive businesses with equipment, facilities and product development spend.
Engineering, architecture and specialist service firms with growing profits and partners to plan for.
Owner-managed companies at a turning point: expanding, acquiring, restructuring or preparing to sell.
We learn about your business, properties, goals and current advisors.
We review recent returns and fixed asset schedules for missed opportunities.
A prioritized list of recommendations with estimated savings for each.
We coordinate studies, elections and filings with your CPA.
A year-end review so new opportunities are captured every year.
Book a free consultation and we'll identify the areas where planning could make the biggest difference to your business.
Book a Free Consultation