Year-round tax strategy
The biggest savings are decided before December 31, not in April. Twice a year we review your situation, model the options and give you a short list of moves ranked by dollars saved.
Best for: households and owners earning well into six or seven figures.
How it works
Review
We look at your year-to-date income, entities, investments and upcoming events.
Model
We run the options — retirement contributions, equipment timing, entity changes, equity sales — on your numbers.
Rank
You get a short list of moves ranked by dollars saved, not a long list of ideas.
Act
A written year-end plan with deadlines, so each move happens in time to count.
Why it matters
By the time you file in April, most of the year's decisions are locked in. Equipment has to be placed in service — not just ordered — by December 31 to count this year, and getting the full Solo 401(k) employee deferral generally means opening the account before year-end.
Planning twice a year gives you a mid-year check and a year-end window — enough time to act on what the numbers say.
Common questions
- What kinds of moves do you look at?
- Retirement plan design (Solo 401(k), SEP, cash balance), equipment timing with Section 179 and bonus depreciation, QBI deduction optimization, and equity compensation and investment sale planning.
- When should we meet?
- Twice a year — with enough time before December 31 for year-end moves to take effect.
- Is this only for very high earners?
- It's built for households and owners earning well into six or seven figures, where the moves are large enough to matter.