Look — most owners show up saying "my CPA only talks to me at tax time." So before you book anything, we'll show you where the money's hiding, for free. Run your numbers through the calculator and see if you're overpaying, or grab the checklist of every deduction business owners miss. When you want the full done-for-you picture, that's what the Tax Analysis is for.
Ready for the full picture? See the Tax Analysis → · Year-one savings typically land $10K–$40K. Fees credit to your engagement.
We work with three kinds of households. The plans look different. The savings look different. The first call is the same: 15 minutes, no pitch, you find out which one fits.
You're paying full 15.3% SE tax on every dollar because nobody walked you through the election. Or you elected and nobody set reasonable comp. Either way, the structure isn't working as hard as it should.
See if you fit →W-2 plus K-1, RSUs, equity events, a recent home sale, one rental or six. "Our W-2 taxes are getting slaughtered" is a sentence we hear weekly. There are real moves that fix it.
See if you fit →Years behind. Got a notice. Prior preparer ghosted. S-corp set up wrong from day one. We do the messy work other firms won't touch — and the cleanup pays for itself faster than you'd think.
See if you fit →We don't run a free-quote game. The fee, the deliverable, and the savings range are public on every tier page. The Discovery call is where we map your situation to the right one.
For prospects under $250K, simple W-2 situations, or anyone who wants a lighter prior-year look before deciding on the full Tax Analysis. One year reviewed. Issues and opportunities flagged. Often the right first step.
Identifying detail removed. Numbers are modeled year-one savings from recent engagements. Verified references available on request after engagement.
$145K net as a 1099 medical contractor. Prior preparer never raised S-corp. After modeling reasonable comp, the structure saved them ~$11K in year one and put a real retirement vehicle on the table for the first time.
"Our W-2 taxes are getting slaughtered." Cost seg on the highest-basis property, LLC titling fixes on two more, and a 1031 path their old preparer never raised. Year-one estimated savings $30K–$40K, recurring.
$4.2M SaaS exit in 2024. QSBS Section 1202 exclusion missed by prior CPA. We refiled within the statute window and recovered ~$340K in federal tax that was overpaid at exit.
Captured live from Discovery + Advisory transcripts. Identifying detail removed. Words verbatim — exactly the way it came out of their mouths.
I've never been more excited to spend $10,000 in my life.
End of Tax Discovery — after walking through ETS approach + what working together looks like.
Oh my goodness. Wow. Wow.
Reacting in real time after ETS explained the white-glove setup across all his entities — bookkeeping, banking, payroll, the works.
Every time I ask him… what can we do for the future? And he's like, just pay more taxes. That's not what I wanna do.
Explaining why he was leaving his prior CPA whose only advice was to pay more taxes.
Every business has three tax stories running in parallel. Most preparers only see the return. We work from the bank statements forward so the numbers tie cleanly across all three — and only then is real planning possible.
Every dollar in, every dollar out, across every account. The raw record. If it isn't reconciled against your books, nothing downstream is real.
Categorized, reconciled, defensible in an audit. P&L, balance sheet, cash flow. The translation layer that makes planning possible.
Federal and multi-state returns filed by licensed practitioners. When the return ties to the books, which tie to the bank, you have a full tax story — and only then can we plan against it.
The Resources section covers tax planning, bookkeeping, real estate, crypto, IRS work, and operating-a-business — written in the same voice we use on the Discovery call.
The IRS reasonable comp question isn't 'what's the right number?' — it's 'can you defend it?' Here are the nine audit factors the IRS actually uses, the court cases that shaped them, and how to set comp that survives examination.
Read → Tax PlanningThe default S-corp election effective date is January 1. But sometimes a mid-year effective date is the right call. Here's the four scenarios where it works, the short-year trap that catches most owners, and how to model the choice cleanly.
Read → Tax PlanningRev. Proc. 2013-30 is the silent workhorse of small-business tax planning. It lets owners go back 3 years and 75 days to claim S-corp treatment they should have had all along. Here's the exact playbook we use.
Read →The Discovery call is where we map your income, entities, and pain points to the right tier. Not a sales pitch. If we're not your fit, we say so on the call. If you're ready, we send the engagement letter same day.
Book the 15-min Discovery →