S-corp candidate · medical 1099
A 1099 contractor whose preparer never once mentioned an S-corp election. We walked the math with him on the call before he signed anything.
San Antonio tax firm · 5.0 / 59 Google reviews
For families and owners earning $500,000 to $1 million and up.
The richest families in America pay about 8% in taxes. You pay up to 37%. It is because they plan all year long, not at the end or the start of the next year.
At $1 million a year, you'll hand the IRS about $280,000. Who planned that?
2026 federal income tax, married filing jointly, $1,000,000 of ordinary income, standard deduction, IRS Rev. Proc. 2025-32 brackets. Excludes state tax and Medicare surtaxes.
We pull three years of returns and IRS transcripts and tell you, plainly, what's there and what's missing.
Free 20-minute call. No pitch. Free advice either way.
3
New full-service clients we take on a month
3 years
Of returns + IRS transcripts reviewed
5.0 / 59
Verified Google reviews
Credited
Analysis fee applies to your engagement
Who we built this for
Pick the one that sounds like you. We'll tell you what's getting missed.
Three kinds of households. One first call: 20 minutes, no pitch.
Segment 01
S-corp candidates (1099 / single-member LLC clearing $100K+)
You pay the full 15.3% self-employment tax on every dollar. Nobody walked you through the S-corp election, or you elected and nobody set your salary right.
See if you fit →
Segment 02
$250K+ households with rentals or RSUs
W-2 plus K-1, RSUs, a 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 →
Segment 03
Owners + contractors with messy books or behind filings
Years behind. Got a notice. Your last preparer ghosted. We do the messy work other firms will not touch, and the cleanup pays for itself.
See if you fit → Beyond the analysis
The analysis is step one. We do the rest too.
Once we find the money, we help you keep it. All of it under one roof.
- Tax planning & strategy
- Tax returns · federal + multi-state
- S-corp election & setup
- Monthly bookkeeping
- IRS notices & representation
Behind on your books? We clean those up too. See bookkeeping →
Based in San Antonio
We are down the street, not in a call center.
Real people you can meet. See our San Antonio tax preparation page for the office details, or keep reading: we file federal and multi-state returns, so you do not have to be local to work with us.
Real situations
Three recent conversations. Three different problems.
Identifying detail removed.
W-2 household + 5 rentals
A dual-income household with five rentals across four states, and a preparer whose only advice was to pay more. We found the moves his old preparer never raised.
Post-exit founder · QSBS
A founder two years past an exit, whose prior CPA missed a filing window on a real exclusion. We caught it before the window closed.
Verified Google reviews
What clients say in their own words.
Verbatim from our Google Business Profile. Names as Google displays them.
Google review
I worked with Elevated Tax Strategies this year for tax filing, crypto accounting, and cleanup, and Joel and Ray were awesome from start to finish. They responded quickly, explained everything clearly (even sending voice memos, which I loved), and helped me feel confident that everything was handled correctly.
Google review
Hands down, the very best accountant/business consultant that I've ever worked with. Their expertise saved me time and money. The services I've used them for: LLC creation, business bookkeeping, crypto bookkeeping, and managing my personal taxes.
Google review
I can't recommend them enough. We had a major project on our hands that was overwhelming. Elevated Tax Strategies not only took our project head-on but made it manageable and gave us peace of mind. Ray has been professional, attentive and warm our entire experience.
How we work · Tax Story Match™
Bank story. Books story. Return story. All three have to match.
Most preparers only see the return. We start at the bank statements, so all three tie out. That is when real planning can start.
01 · Bank Story
What the statements actually say
Every dollar in, every dollar out, across every account. The raw record. If it isn't reconciled against your books, nothing downstream is real.
02 · Books Story
What the books say
Categorized, reconciled, defensible in an audit. P&L, balance sheet, cash flow. The translation layer that makes planning possible.
03 · Return Story
What the return says
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.
From the firm · Latest writing
Plain-English explainers. Real numbers, no filler.
Written the same way we talk on the call.
Tax Planning
Per Diem Amount for Business Travel: FY2027 Rates
Per diem is a set daily amount for meals and lodging on a business trip. Here's how to find the right per diem amount, who can use it, and how the rules change for the self-employed and S-corp owners.
Read → Tax PlanningRoth Conversion Deadline: Dec. 31 and How Much to Convert
Roth conversions are one of the few tax moves with a hard calendar-year cutoff. Miss December 31 and the window closes for that tax year. Here is how to size the conversion correctly.
Read → Real Estate InvestingHELOC on Investment Property: How the Interest Is Taxed
Whether you tap your home to buy a rental or tap a rental for cash, the IRS follows the money. Here is how interest tracing decides where HELOC interest goes on your return, and the records that prove it.
Read → Next step
Get a straight answer. Free 20-minute call.
We look at your situation and show you the gaps. No pitch. Free advice either way.
Book my free call →