TAX PLANNING FOR BUSINESS OWNERS
You pay six figures or more in tax. You deserve a plan, not just a return.
Proactive tax planning for business owners with a tax bill of six figures or more. A written plan made before December, explained in plain English — by the person who does the work.
★★★★★
Enrolled to practice before the IRS · 18+ years in business & finance
A written plan, before December.
SOUND FAMILIAR?
Doing well, and still writing the big check.
You’ve built a business that pays you well. Here’s what we hear most from owners in that position.
You maxed the 401(k). The bill barely moved.
The usual moves are already made. What’s left takes planning that starts long before April.
Your return shows what happened.
Nobody told you what to do about it while there was still time to act.
Three advisors, three partial pictures.
The business, your return and your family plan live in different places. No one looks at all three together.
Tax preparation records the year. Tax planning shapes it.
Preparation looks back at last year and delivers a filed return. Planning works on the year you’re in, makes the decisions before December 31, and gives you a written plan that sees the business, the return and the family plan together. We prepare returns too. The return is where the plan shows up.
Structure & pay
Where the biggest decisions sit.
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Entity structure & owner pay: whether your structure and salary split still fit your profit.
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Retirement plan design for owners: whether your plan reflects your income, or a default someone set up years ago.
Six places we look before we recommend anything.
Timing & assets
What to decide, and when.
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Timing of income & deductions: what belongs in this year, what belongs in next, and when each has to be decided.
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Real estate, equipment & buildouts: property and purchases planned on purpose instead of after the fact.
WHERE WE LOOK
Expansion & exit
Where the pieces have to fit together.
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Multi-state & multi-entity: staff or sales across state lines, and companies that work together.
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Exit, succession & family: a future sale or handoff, coordinated with your estate plan so it doesn’t create avoidable tax.
Start with your return. We’ll show you what we see.
Request a review
Tell us about the business. It takes two minutes, and no documents.
Send last year’s returns
Personal and business, through our secure client portal. Matthew reviews them personally.
A 30-minute call
Three to five opportunities in plain English, and what it would take to act on them. No cost, no obligation.
WHO WE SERVE
Owners whose businesses pay them well — and whose tax bill shows it.
Healthcare practice owners — physicians, dentists, therapists and care businesses.
​Contractors & trades — roofing, pools, HVAC, electrical and specialty trades.
Professional practices — engineering, law, consulting and other owner-run firms.
Independent & multi-location owners — 1099 physicians and consultants, restaurants, franchises and multi-site service companies.
★★★★★
"I got into this to help kids, not to become a finance person. Matthew keeps my books clean, tells me ahead of time what my taxes are going to look like, and explains the plan in a way I actually understand. Having one person who sees the practice and my family's future together — instead of three people who each see one piece — has taken an enormous weight off me."
STEPHANIE PILSNER, NEW HEIGHTS PEDIATRIC THERAPIES
What owners say
5.0 ★★★★★ · 43 reviews on Google
★★★★★
“I was blind, but now I see. I’m an emergency physician and I have thrown away a tantamount of money needlessly because I was unaware and never told by any previous supposedly top-tier accountants or firms about significant ways to manage my business. I also explored financial strategies with AI. After only one consultation with Matthew my financial situation completely transformed in a very good way. No other accountant has ever helped me like him. I think it’s probably because all of my previous accountants were focused with client volume as opposed to going all in for each client. That’s not to say that you won’t have to put in some effort. But if you’re able to work in a team, Matthew will be your heavy hitter and you will win big. Consult with him just once, and you may also see again."
HAROLD SERRANO, MD, DIPLOMATE OF THE AMERICAN BOARD OF EMERGENCY MEDICINE
★★★★★
"Dani and Matthew are an absolute powerhouse of organization and knowledge. They have helped me optimize my business operations in ways I never could have accomplished on my own."
Hayley Grace, Grace COLLECTIVE Designs
Matthew Powell
CEO
Dani Powell
CFO
Meet the Team
Legacy Stewards
Powell United’s tax work stands on its own. When it helps, we coordinate with our sister firm, Legacy Stewards, on estate planning and insurance — entirely optional, never required.
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Insurance and annuity products are offered by Matthew Alan Powell, licensed Texas General Lines Agent — Life, Accident, Health and HMO, Texas licence no. 3064891, doing business as Legacy Stewards LLC. Powell United Financial Services does not sell insurance.