Services

Planning work, built around how your business actually runs.

Each service below is a piece of an ongoing advisory relationship, not a one time transaction. Fees are discussed on a planning call, since the right scope depends on your entity, industry, and current bookkeeping.

SERVICE 01

Entity Structure Review

A review of whether your current entity, sole proprietorship, single member LLC, partnership, or S corporation, still fits how the business earns money today.

  • Review of current entity type against actual income and growth
  • Comparison of tax outcomes under alternative structures
  • S corporation election analysis where it applies
  • Written summary of findings and a recommended next step
SERVICE 02

Owner Compensation & Distributions

Reasonable compensation, distribution timing, and self employment tax exposure reviewed together instead of decided separately at year end.

  • Reasonable compensation benchmarking for S corporation owners
  • Distribution timing and cash flow planning
  • Self employment tax exposure review
  • Coordination with payroll where applicable
SERVICE 03

Deduction & Documentation Strategy

A defensible position for every deduction category, built the way an auditor would want to see it, before the return is filed rather than after a notice arrives.

  • Review of deduction categories against supporting documentation
  • Home office, vehicle, and mixed use expense guidance
  • Recordkeeping structure so documentation exists before it is needed
  • Flagging of positions that carry higher audit risk
SERVICE 04

Quarterly Planning

Estimated payments and mid year adjustments based on how the business is actually performing, so April is not the first time you see the number.

  • Quarterly estimated tax payment calculations
  • Mid year adjustments when income shifts up or down
  • Coordination with bookkeeping so figures reflect real activity
  • A running view of projected liability, updated each quarter
SERVICE 05

Small Business Tax Advisory

Ongoing guidance for business owners throughout the year, not a single meeting at filing season.

  • Standing access for tax questions as they come up during the year
  • Review of major decisions before they happen: hiring, equipment purchases, new locations
  • Coordination with your bookkeeper or CPA where one is already in place
  • Annual planning review ahead of filing season

Not sure which of these applies to you yet?

That is what the first call is for. We will look at where your business stands and tell you plainly what would help.

Schedule a Planning Call

Author: halphenfirm