Educational & Advisory

Tax software can handle the basics—but it can’t replace the insight of a professional. Here’s what your CPA brings to the table:

Personalized Tax Strategy

Software doesn’t ask, “Should you be an S Corp?” or “Can you shift income to next year?”

Audit Risk Reduction

We ensure your return is clean, compliant, and defensible.

Business Advisory

We look beyond taxes—offering advice on pricing, profitability, cash flow, and growth.

Representation

If the IRS comes knocking, a CPA can represent you and resolve issues directly.

A Relationship

Good CPAs don’t just file returns—they build trust and help you make smart decisions year-round.

Need more than software? Contact Us

Your entity choice affects your taxes, liability, and flexibility.

Key Types:

• Sole Proprietorship – Easiest to set up; taxed on your personal return

• LLC – Flexible and protects personal assets

• S Corporation – Tax-efficient for businesses with consistent profit

• C Corporation – Often used for larger businesses or those seeking outside investors
  
  

What to Consider:

• Profit levels (S Corps often save taxes once you're netting $40K+)

• How you pay yourself

• Whether you have partners

• Long-term plans for growth, sale, or succession
  
  

Tip: The “cheapest” structure may not be the best. Tax and legal efficiency are more important.

Contact Us

Many business owners treat taxes as a once-a-year problem. That’s a recipe for overpaying or getting blindsided.

What Year-Round Tax Planning Looks Like:

• Tracking estimated tax payments quarterly

• Timing income and expenses to reduce taxable profit

• Reviewing retirement contribution options

• Considering entity structure changes

• Staying current on IRS and state changes

Contact Us for tax planning help throughout the year.