MULTI-LOCATION OWNERS
Every new location changes the plan. Someone should be updating it.
Tax planning for restaurant, franchise and multi-site service owners whose tax bill is six figures or more. One view across every location, made before December.
★★★★★
Enrolled to practice before the IRS · 18+ years in the financial and insurance industry
A written plan, before December.
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.
A sale, a new franchise agreement, or family taking over.
Selling, adding or handing off a location
What a new market means for where you file.
Locations in more than one state
Credits you may qualify for, and payroll set up across locations.
Hiring credits and payroll
Each location’s improvements, and when they go into service.
Buildouts, equipment and real estate
Salary and distributions when income comes from more than one entity.
How you’re paid across companies
One company or several, and how they work together.