Most CPAs record your history; I help you write your future.
If your business is generating $75k–$1M+ in revenue, you are likely overpaying by thousands simply because you don't have a forward-thinking strategy. I operate as a dedicated partner to help you keep more of what you earn.
The Strategies We Will Implement: You don't need to work harder to make more money; you just need to work smarter with the tax code. Here is how we do it:
🛡️ The Self-Employment Shield (Entity Structure) Stop paying unnecessary payroll taxes. Many LLC owners overpay by 15.3% on every dollar they make. I’ll review if converting to an S-Corp or optimizing your salary-to-distribution ratio can instantly save you thousands.
🏠 The "Augusta Rule" (Tax-Free Income) Turn your home into a tax haven. I’ll show you how to legally rent your home to your business for up to 14 days a year—tax-free to you personally, but fully deductible for the business.
👨👩👧👦 Family Income Shifting Keep wealth in the family. By legally hiring your children for age-appropriate tasks, we can shift income from your high tax bracket to their 0% bracket, all while funding their future Roth IRAs tax-free.
💼 The "Solo" Retirement Boost Retire faster. Forget generic IRAs. We can look at Solo 401(k) structures that allow you to shelter nearly $70,000+ of income annually, drastically lowering your current tax bill.
But here is the truth: The tax code is 70,000 pages of rules, and most of them are written to help business owners—if you know where to look.
Whether it’s optimizing the QBI deduction, maximizing business meals, or setting up an Accountable Plan for reimbursements—I find savings that generic software misses.