PROFESSIONAL PRACTICES
Your firm earns well. Your tax plan should be as precise as your work.
Tax planning for owners of engineering, law, consulting and other professional firms whose tax bill is six figures or more. One plan for the firm and your household, 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.
Where firm owners usually have room
How the firm is set up and how owners are paid
Structure, salaries and distributions that fit what each owner earns.
Retirement plan design for owners and partners
A plan built for owners’ incomes, not a default.
Work across state lines
Clients and projects in other states, and where that income is taxed.
Buy-ins, buyouts and succession
Bringing in a partner, buying one out, or planning your own exit.
Timing of fees and investments
When fees are collected and when money goes back into the firm.