Team 02 · Tax
A year planned ahead, for every return
Good tax work happens all year, not just at filing. We plan the business and each owner’s position together, prepare from books we already keep, and revisit estimates as the year unfolds — so the bill at year-end is the one you expected.
For the business
The company and its entities
- Year-round tax planning The year modeled early, with the projection revisited each quarter as actual numbers arrive.
- Entity structure and elections S-corp, partnership, and multi-entity structures chosen to fit the plan, not inherited from formation.
- Business returns and quarterly estimates Federal, state, and local returns prepared from books we already keep, so nothing is reconstructed.
- Multi-state returns Filing obligations tracked as the business works, hires, or sells across state lines.
For the owners
Each owner and spouse
- Individual returns and planning Each owner’s return prepared alongside the business return, not months after it.
- Owner salary and distributions A defensible salary and distribution split set for each partner.
- Planning for sales and gifts The tax position worked out before selling the business, property, or shares — or gifting to family.
What you get
What arrives, and when
- Quarterly
- Estimated tax projection for the business and each owner
- Payment amounts and deadlines, ahead of time
- Annually
- Business and individual returns
- A planning meeting before December 31, while there is still time to act
- Entity and owner-compensation review
- As it comes up
- Questions answered before a transaction, not after it
How it works
From first call to steady state
Once the books are current and the scope is clear, the engagement settles into a single monthly fee.
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Plan
The year modeled early, so the position is chosen deliberately rather than discovered in April.
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Structure
Entity, elections, and owner compensation set to fit the plan — not the other way round.
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Prepare and file
Business and individual returns prepared from books we already keep, so nothing is reconstructed.
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Adjust
Estimates revisited each quarter as the year actually unfolds.
One system
Tax does not work in isolation
Every team feeds the same picture of your business and its owners. Tax sits at the same table as the other three, and your relationship manager coordinates all four — so nothing is handed off and nothing has to be re-explained.
Questions, answered
About tax
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Do you prepare the owners’ personal returns too?
Yes. Each owner’s individual return is part of the Tax team’s work, planned alongside the business return so salary, distributions, and estimates line up.
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We already have a CPA. Do we have to switch?
No — every service is à la carte. We can handle planning and coordinate with your CPA, or take over the returns. Whichever you choose, the plan is built from the same books.
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When does the planning actually happen?
All year. The position is modeled early, revisited each quarter, and settled before year-end while the decisions that change it are still open.
One team, four areas
Explore the other teams
Get started
Ready to plan the year instead of react to it?
One for the business, one for each owner and spouse — about two hours each, usually in the same week. A week later you get your plan and a flat monthly fee.
You will know what the work costs before you commit to any of it.