The problem
Almost every business owner finds out how much they owe when there's nothing left to do about it. In March, with the year closed, handing over paperwork and hoping they don't end up owing.
By then the decisions that moved the needle — how you're set up, how you pay yourself, what you documented, what you bought and when — have already been made. Or worse: they made themselves, by default.
Planning is the opposite: looking at the year that's still running and deciding in time, with the law in hand.
What's included
Initial review of your structure
We look at how your business is set up, how you pay yourself and where money is slipping away. You leave with at least one concrete finding.
A plan built on the strategies that fit your case
Not a generic list: the strategies that fit your situation, each with its legal basis and what has to be documented to support it.
Periodic review during the year
Follow-up sessions to adjust before the year closes, while the outcome can still change.
Coordination with your return
What we plan gets carried out and shows up on the return. No surprises between what we decided and what gets filed.
Who it's for
- Business owners whose profit already leaves room to make decisions.
- Self-employed people who are starting to see they overpay.
- Businesses that grew and ended up with a structure that no longer serves them.
- Anyone who wants to understand what they sign, not just sign it.
Who it's not for
We'd rather say it before you invest your time:
- Anyone looking to 'write off everything' or pay zero. That doesn't exist, and it ends in an audit.
- Anyone who wants results without documenting anything: the documentation is the strategy.
- Businesses whose numbers aren't in order — there we start by organizing, not by planning.
How it works
- Free 15-minute consultation. We take a quick look at your situation and I tell you whether it makes sense to continue. If it doesn't, I tell you.
- Analysis of your case. Structure, numbers and obligations. This is where what you can't see from the outside shows up.
- Plan and execution. Which strategies apply, in what order, what has to be documented and who does each thing.
- Ongoing support. Reviews during the year to adjust in time, not in March.
How much it costs
The price depends on the real complexity of your case: how your business is set up, how many income sources you have and what shape your numbers are in. Quoting without seeing that would be making it up.
That's why the first step is a free 15-minute consultation: we review your situation and give you a fixed price based on something real. If we see we can't help you, we tell you right there.
Verifiable credentials
Registered tax return preparer in the IRS Annual Filing Season Program (with PTIN) · Intuit certifications in QuickBooks and bookkeeping, and Intuit training in tax preparation
What people who already work this way say
“I used to feel lost with my taxes and my bookkeeping. Francisco organized everything — payroll, my books and my S-Corp structure — and I finally understand my numbers and know I'm paying what's fair, not a dollar more. He's on top of it all year, not just in April.”
Sara Salazar
Salazar Benefits Solutions LLC · ACA and Medicare insurance · Las Vegas, NV · Translated from Spanish
Frequently asked questions
How is this different from just filing my return?
The return reports what already happened. Planning decides what's going to happen: how you're set up, how you pay yourself, what you document and when you buy. By the time you file, the outcome is already set.
Is this legal?
Yes. It's planning with strategies recognized in the tax code and in case law, documented and conservative. Every strategy we propose cites the section of the code that supports it. We don't work with tricks or with what gets sold on social media.
How much does it cost?
It depends on how complex your case is: your structure, how many income sources you have and how organized your numbers are. That's why we start with a free 15-minute consultation, so we can quote you on something real.
Do I have to leave my current accountant or tax preparer?
Not necessarily. Many clients keep whoever prepares their return and add planning, which is exactly what almost nobody does.
The free guide
Three complete strategies, each with its legal basis and the Tax Court case that sets the limit. Free PDF (currently available in Spanish).
Download the guideStart with your free consultation
Book 15 minutes. We review your case, tell you honestly whether we can help, and you usually leave with at least one concrete finding about your money. No commitment.
Book your free consultation Call (725) 337-2004