HOW WE HELP
A written tax plan, made before the year is over.
Tax planning for business owners whose tax bill is six figures or more. We look at your business, your return and your family’s plans together, then put the plan in writing while there is still time to act on it.
★★★★★
Enrolled to practice before the IRS · 18+ years in the financial and insurance industry
A written plan, before December.
PLANNING, NOT JUST PREPARATION
Tax preparation records the year. Tax planning shapes it.
Most of what lowers this year’s tax has to happen by December 31, so the work starts in the fall, not in April.
Before December.
We look at where the year is heading and what can still change.
In writing.
What to do, why it applies to you, what it takes and by when.
As the year moves.
Check-ins when income, hiring or a big purchase changes.
What a planning engagement includes
- The written plan, updated as the year moves
- Estimated tax payments sized to the plan
- Tax preparation for the business and your personal return, if you’d like us to file as well
- A direct line to Matthew, the person who does the work
- Bookkeeping, payroll and CFO support when the plan needs them
Fees are set after the review, once we know what the work involves.
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.
Six places we look before we recommend anything.
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.
Start with your return. We’ll show you what we see.
Request a review
Send last year’s returns
A 30-minute call
Tell us about the business. It takes two minutes, and no documents.
Personal and business, through our secure client portal. Matthew reviews them personally.
Three to five opportunities in plain English, and what it would take to act on them. No cost, no obligation.
Not ready to send returns? Take the four-minute Tax Opportunity Map instead.
Questions owners ask
Do I have to change tax preparers?
No. The review doesn’t involve your current preparer, and we won’t contact them. If you hire us for planning, we can work alongside your preparer or file for you. That’s your call.
Who is this for?
Business owners whose total income tax last year was six figures or more. If yours is lower, book a 15-minute call and we’ll tell you what would help most.
What does the Owner Tax Review cost?
Nothing, and there’s no obligation. We take four a month so each one gets real attention.
Do you only work with Houston businesses?
We’re based in Houston, but clients don’t have to be local. Returns go through a secure portal, and calls happen on Zoom or in our office.
What happens to the returns I send?
They stay in our secure client portal and are used only for your review. If you don’t hire us, we delete them within two years of our last contact, or sooner if you ask.
When should we start?
Now, if you can. Most of what lowers this year’s tax has to happen by December 31. After that, the options narrow to what can still be done on the return.
Do you use AI?
Secure technology, including AI tools, helps us analyze documents. Matthew personally reviews everything.
Is a lower tax bill guaranteed?
No. Every recommendation depends on your facts. You’ll hear what applies to you, what it takes to act on it and what it won’t do.