FOR TAX PROFESSIONALS, ATTORNEYS AND ADVISORS
Your client’s tax work stays with you.
When a business owner’s tax bill reaches six figures, planning takes time few practices can give during tax season. We do the planning alongside you, and we don’t take over the return.
★★★★★
Enrolled to practice before the IRS · 18+ years in the financial and insurance industry
We plan. You keep the return.
How it works
We plan alongside you.
You keep the return.
Matthew works through the opportunities with your client and shares the plan with you before anything changes on a return.
You prepare and file; we’re a call away when the plan raises a question.
Clients you introduce don't go through the public review queue; we agree the scope with you first.
You make the introduction.
With your client’s okay.
WHO REFERS TO US
Who we work alongside.
Tax professionals whose owner clients need more planning than tax season allows.
Estate and business attorneys whose clients’ plans depend on how the business is set up.
Financial advisors whose clients pay six figures in tax and have no one planning it.
OUR PROMISE
What we promise partners.
We never ask for your client’s tax preparation.
We share the plan with you, with your client’s permission.
We encourage the client to keep working with you.
Every plan is in plain English your client can act on.
Structure & pay
Where the biggest decisions sit.
✓
Entity structure & owner pay: whether your structure and salary split still fit your profit.
✓
Retirement plan design for owners: whether your plan reflects your income, or a default someone set up years ago.
What we look at.
Timing & assets
What to decide, and when.
✓
Timing of income & deductions: what belongs in this year, what belongs in next, and when each has to be decided.
✓
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.
✓
Multi-state & multi-entity: staff or sales across state lines, and companies that work together.
✓
Exit, succession & family: a future sale or handoff, coordinated with your estate plan so it doesn’t create avoidable tax.