Business TaxFi Planning

The right structure. The right strategy. Every credit you’ve earned.

How your business is organized, where it operates, and what it invests in all shape what you pay. We build a year-round tax strategy for your business and its owners — and help you implement it, from entity elections to credit claims.

Schedule a Call See what we cover

Owners

Entity & tax election

LLC S Corp Partnership C Corp

Jurisdiction

Retirement

Tax credits

01 Entity Structuring

Start with the right foundation.

How your business is set up — and how it elects to be taxed — is one of the biggest tax decisions an owner makes. We review your current structure and help you choose, or change to, the one that fits your income, growth plans and exit goals.

LLC How should it be taxed?

Sole proprietorship Simple and flexible for a single owner, with profits reported on your personal return.

Partnership For multiple owners, with flexibility in how income and losses are allocated among partners.

S Corp election Combining a reasonable salary with distributions can reduce self-employment taxes as profits grow.

C Corp as QSBS Qualified Small Business Stock

For owners planning to grow and eventually sell, qualifying C Corp stock held for the required period may allow some or all of the gain on sale to be excluded from federal tax, subject to limits. We help you evaluate whether it fits — and set it up correctly from the start.

02 Tax Jurisdiction

Where your business is taxed matters.

Where a business is organized, where it operates, and how its income is assigned to each state can change the bill considerably. We evaluate whether you can shift all or some of your business income to lower-tax jurisdictions and make sure you stay compliant everywhere you operate.

03 Business Retirement Planning

Save for retirement through your business.

The right plan can create deductions for the business while building long-term savings for owners and employees. We compare the options and design a plan that matches your profits, payroll and goals.

Solo 401(k) SEP IRA SIMPLE IRA 401(k) with profit sharing Cash balance plans

Tax Credits

Credits reduce your tax dollar for dollar. Make sure you’re claiming them.

R&D Tax Credits

Many businesses qualify without realizing it. If you develop or improve products, processes, software or formulas, part of that work may earn a federal — and often state — research credit. Eligible startups may even be able to apply it against payroll taxes.

Product development Process improvement Software Prototypes & testing

Other Tax Credits

Federal and state governments offer a range of credits for hiring, offering benefits, and investing in your business. We review which ones you qualify for and help you claim them.

Work Opportunity Tax Credit Retirement plan startup credits Small business health care credit Paid family leave credit State & local incentives

We don’t just recommend a strategy. We help you put it in place.

Tell us about your business and we’ll show you where the opportunities are.

Schedule a Call 1-888-268-5589