Business Comprehensive Tax Planning Package: $4,995

Includes:

  • Review of prior year tax returns to look for tax planning opportunities

  • Unlimited emails for one year

  • 3 Meetings:

    • Initial 45-minute, fact finding meeting

    • One check-in meeting

    • End of year Tax Planning Meeting

  • Tax Recommendations letter

  • Tax planning projections

  • Personalized recommendations and referrals to trusted network of advisors

    Case studies below will show how much you can save with tax planning. This is not a conclusive list of tax planning strategies that businesses can take advantage of. There are many more strategies that can help you save even more. Not all strategies make sense for everyone and should be assessed individually.

    Case study 1:

    Tax Strategy Summary for John & Sarah with $175,000 Net Business Income (2025)

    John owns a business, earning $175,000 net income (Schedule C, transitioning to an S Corp). By restructuring and optimizing deductions, they reduce taxable income and self-employment tax. Tax savings of ~$34k.

    Tax-Saving Strategies:

  • Convert to S Corp. Pays $80K salary, takes $95K as distributions, Saves ~$10,000 in SE tax (Social Security tax only applies to the first $176,200).

  • Max Solo 401(k) Contribution, $43K deduction, lowering taxable income.

  • Buy 6,000+ lb vehicle, $28,900 Section 179 deduction + bonus depreciation on remaining cost.

  • Hire 16-year-old child for admin work $13,850 tax-free deduction.

    Case Study 2:

    John and Sarah had a banner year. They made $700k of net income in 2025 from their Consulting business. They live in CA. Sarah owns the business. Tax savings between federal and CA = ~$ 96,000.

  • Convert to S corp. Pays $200k in salary.

  • Contribute to a cash balance plan. This is calculated based on actuarial tables and age. In this example, let’s assume John can contribute $200k between cash balance, profit-sharing, and his employee contribution.

    Case Study 3:

    Stuart and Rebecca are married filing jointly. Rebecca makes $300k net income each year. She is currently filing a schedule C. Tax savings = $34k between federal and CA.

  • Convert to an S corp. Pay salary of $100k.

  • Contribute to a solo(K). Allowable amount = $47,500 for someone under 50.

  • Lease a new vehicle that is 100% used for business, $12,000 year.