Tax planning that happens before the decision not after the return.
Most tax advice is reactive. We work upstream aligning tax considerations with business strategy, compensation, cash flow timing, and long-term ownership goals before outcomes are set.
What Proactive Tax Planning Means
Proactive tax planning means structuring decisions before they happen not optimizing after the fact. It means understanding how compensation, entity structure, timing, and capital deployment interact and making choices that protect value over time.
Our objective is not short-term savings. It is durable wealth creation, resilience through change, and thoughtful preparation for future transitions, exits, or generational transfer.
How the Engagement Works
Every engagement begins with a Tax Planning Assessment a structured review of your current position, historical patterns, and upcoming decisions. We identify where planning leverage exists and build a forward-looking strategy from there.
From there, we work alongside you throughout the year not just at filing time. We review proposed decisions through a tax lens, model scenarios, and adjust strategy as circumstances evolve. Planning is continuous, not episodic.
Is proactive tax planning right for you?
Schedule a Tax Fit Call. We'll review your situation, discuss what you're navigating, and determine whether proactive planning would be meaningful for your business.
Book a Fit CallCommon Questions
Is this just tax preparation?
No. Tax preparation is the process of filing returns after the year is over. What we do is fundamentally different we plan before decisions are made, aligning tax strategy with your business operations, cash flow, and long-term goals. Filing is a byproduct of good planning, not the starting point.
When should I start proactive tax planning?
Before major decisions not after. The most effective tax planning happens before capital is committed, before compensation structures are set, and before transactions close. If you're waiting until year-end, most of the leverage has already been lost.
How is this different from what my current accountant does?
Most accountants work reactively they process what has already happened. We work upstream, helping you structure decisions in ways that protect and compound value over time. Planning and compliance are different disciplines, and we focus on the former.
Do you work with businesses in specific industries?
We work across industries, with a particular focus on owner-led businesses navigating increasing financial complexity. We also offer specialized planning for architects and project-based firms.
What does the Tax Fit Call involve?
It's a focused conversation to understand your current situation, identify whether proactive planning would be meaningful for you, and determine the right scope of engagement. There's no obligation and no sales pressure.