Rapidly growing business owners earning $250K+ are the IRS's best customers. Until they work with Stephen. The average client saves $30,000–$60,000+ in year one alone.
THE HIDDEN COST
Most business owners are overpaying the IRS by tens of thousands every year. These are the three most common blind spots we uncover.
You formed an LLC because someone told you to. But without S-Corp election, proper salary optimization, and entity restructuring, you're paying the maximum in self-employment and income taxes every single year.
Your CPA files your return after the year is already over. By then, it's too late. Proactive tax planning means making strategic moves throughout the year to legally minimize what you owe before the bill ever arrives.
Standard 401(k) contributions barely scratch the surface. Defined benefit plans, cash balance plans, and mega backdoor Roths can shelter $100K+ per year from taxation. But most business owners never hear about them.
REAL CLIENT OUTCOMES
These aren't projections. These are real results from clients who made the switch from reactive tax prep to proactive tax strategy.
Tax bill reduced by restructuring a $350K consulting business with S-Corp election, salary optimization, and retirement planning.
Annual savings achieved through advanced entity structuring, accountable plans, and defined benefit plan contributions for a growing services firm.
Compounding tax savings over a decade through proactive strategy, retirement sheltering, and ongoing quarterly tax planning reviews.
YOUR NUMBERS
At half a million, without a strategy you're writing the IRS a six-figure check every year. That's not a tax bill. That's a planning gap.
YOUR STRATEGY CALL
COMMON QUESTIONS
There's a massive difference between a tax preparer and a tax strategist. If your CPA only talks to you once a year during filing season, they're looking backward at money that's already gone. Stephen works with you quarterly, building proactive strategies that save you money before it's owed. He's also an IRS Enrolled Agent, meaning he can represent you directly before the IRS.
Yes, we are a licensed tax practice that can prepare both business and personal tax returns.
If you're earning at least $250K in income, there's likely something we can do. Our strategies deliver the most dramatic results for business owners earning $250K to $1 million. That's where the tax code really opens up. If you're earlier in your journey, the free strategy call is still valuable. We'll tell you exactly what to implement now and what to plan for as you scale. No pressure, no sales pitch. Just honest guidance.
Yes, we are a Registered Investment Advisor, and we specialize in managing solo 401(k)s, SEP IRAs, Roths, and Pension Plans.
Stephen works with a select number of clients to ensure every relationship gets the deep, proactive attention it deserves. Fewer clients. Deeper relationships. Better results.
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