Services — Entry 02
Big-Firm Depth · Practice-Sized Fees
Taxes planned all year. Not discovered in April.
The expensive tax surprises are the ones that show up after the year is over. We plan quarterly, fund estimates on time, and file returns that were never in doubt.
What's Included
Every engagement is scoped in writing at the diagnostic — this is the standard shape of the work.
Quarterly estimates calculated from your actual books — funded on time, never guessed.
Entity strategy reviewed annually: S-corp election, reasonable compensation, and when the structure should change.
Deduction capture through the year — equipment and Section 179 timing, retirement contributions, the home-office and auto questions answered properly.
Practice and personal returns prepared together, because for an owner they're one financial picture.
Every federal and state deadline tracked and met — extensions are a strategy, never a scramble.
A December planning session while there's still time to act on the year.
Built For
Owners who suspect they're leaving money on the table — or who found out at filing time that they were, and don't intend to repeat it.
Fair Questions
Will you review last year's return? +
Yes — a prior-year review is part of the diagnostic. If there's money left in an amended return, you'll know before you've paid us anything.
Do you handle both the practice and personal returns? +
Yes, together. Splitting them between two preparers is how owner-compensation strategy falls through the crack.
The Next Entry
Free · 30 Minutes · No Obligation
One conversation about your numbers.
Book the diagnostic: thirty minutes, your last P&L, and a straight read on where the money's going — with a practice-sized quote if you want one.