Stop Overpaying the IRS. Build a Proactive Tax Strategy Before Year-End.
Most tax accountants only talk to you once a year to file history. We collaborate with Florida business owners and high-net-worth families year-round — legally slashing taxable income through advanced entity structuring, retirement sheltering, and asset write-offs.
Tax Preparation vs. Strategic Tax Planning
If your accountant only asks for receipts in March, you do not have a tax strategy — you only have a compliance recorder.
Reactive Tax Filing
- ✕Meets with you once a year after the tax year has already ended
- ✕Reports what you made and hands you a surprise tax bill
- ✕Misses S-Corp salary adjustments, resulting in IRS audit risk or overpaid FICA taxes
- ✕Zero proactive guidance on retirement tax shelters, real estate write-offs, or entity structure
Proactive CPA Tax Strategy
- ✓Quarterly touchpoints to forecast profits and execute tax strategies before Dec 31
- ✓Calculates precise S-Corp reasonable compensation benchmarks to minimize self-employment taxes
- ✓Designs high-contribution retirement plans (Solo 401k + Cash Balance) to shelter $100K–$300K+
- ✓Optimizes Section 179 equipment purchases, vehicle deductions, and Florida PTE tax workarounds
High-Impact Tax Reduction Playbooks
We evaluate every legal tax mechanism permitted under the Internal Revenue Code to customize your annual tax plan.
S-Corporation Optimization
Transition from high-tax sole proprietorship or single-member LLC to an S-Corp. Optimize the balance between W-2 salary and distributions, saving up to $10,000–$25,000+ annually in Medicare & Social Security taxes.
Defined Benefit & Solo 401(k)
For owners with high net profits ($250k+), pairing a Solo 401(k) with a Cash Balance Defined Benefit Plan enables annual tax deductions of $100,000 to $300,000+ while compounding wealth pre-tax.
Section 179 & Depreciation
Coordinate capital expenditures, technology acquisitions, and qualifying heavy commercial vehicles (>6,000 lbs GVWR) before December 31 to trigger maximum immediate write-offs against your top marginal bracket.
Real Estate Tax Strategies
Implement cost segregation studies to accelerate 20-30% of commercial or residential rental depreciation into year one. Coordinate 1031 like-kind exchanges to defer capital gains upon disposition.
Augusta Rule & Home Office
Utilize Section 280A to rent your personal residence to your business tax-free for up to 14 days per year for legitimate board meetings, generating a direct business deduction with zero personal taxable income.
Multi-Entity & Family Employment
Structure management companies, IP holding companies, and employ minor children in legitimate administrative roles to shift income into 0% federal tax brackets while funding Roth IRAs.
Reasonable Compensation Studies
The IRS requires S-Corp owners who work in the business to pay themselves a reasonable W-2 salary before taking distributions. Set it too high and you overpay payroll taxes. Set it too low and you invite an audit, back taxes, and penalties.
A reasonable compensation study gives you a documented, defensible salary figure. It is the foundation of every S-Corp tax savings strategy we build.
Role & Duties Analysis
We map the work you actually perform (management, sales, technical, administrative) and the hours spent on each.
Market Wage Benchmarking
Each role is priced against industry wage data for your region, business size, and experience level.
Salary vs. Distribution Plan
We set the W-2 salary, schedule distributions, and project the payroll tax savings for the year.
Audit-Ready Documentation
You receive a written report supporting the salary figure, kept on file in case the IRS ever asks.
Frequently Asked Tax Planning Questions
Build Your 2026/2027 Tax Strategy Today
Every month you wait costs real money in missed tax reduction opportunities. Schedule an initial strategy call with a licensed Florida CPA today.
Schedule Strategy Consultation