Seattle tax planning
for growing businesses.
Know your tax bill before it becomes a surprise. AI-assisted modeling, reviewed by an in-house CPA. We look at your cash flow, your spending, and your business goals to identify ways to shift money into the right buckets — year-round, not just in April.
Strategy modeled on your real numbers.
Real projections from a real client engagement. S-corp election + retirement structure + R&D credit = $33,400 saved this year. Strategies modeled on your actual numbers, not napkin math.
Strategies tailored to your business.
We help you estimate your tax bill before it becomes a surprise. Then we review your cash flow, spending, and business goals to identify ways to shift money into the right buckets — whether that means reinvesting in the business, timing expenses strategically, or taking advantage of deductions you may not be tracking yet. A few common examples below:
S-corp election
For owner-operators making over $80K, electing S-corp status can dramatically lower self-employment tax. We model the savings, calculate a defensible reasonable salary, and file the election.
Retirement structure
Solo 401(k), SEP IRA, or Defined Benefit plan — we'll model which one shelters the most tax for your situation. Most owners are leaving five figures on the table here.
R&D tax credit
If you're building software, products, or processes — even iteratively — you may qualify for federal and state R&D credits. Most CPAs miss this. We don't.
These are illustrative — actual strategies depend on your entity, industry, and goals. Most clients stack 4–8 strategies in their first year.
We look beyond the P&L.
Your books tell part of the story, but tax planning often requires looking beyond the P&L. We review potential deductions and planning opportunities that may not show up in your monthly books — items that only surface at year-end if you're looking for them.
Home office deduction
For owners who genuinely use part of their home for business, this can be a meaningful annual deduction.
Industry-specific write-offs
Restaurant equipment, real estate cost segregation, e-commerce inventory methods, SaaS R&D — each industry has its own playbook.
Depreciation strategies
Section 179, bonus depreciation, cost segregation — accelerating depreciation on the right assets can shift years of tax liability.
Section 1031 exchanges
For real estate-related businesses, deferring capital gains on like-kind property exchanges is a major tool.
Real estate planning
If you own the building your business operates from, or are considering it, there's structure work to be done.
Deductions not obvious from books alone
Mileage, professional development, business meals, vehicle expense allocation, health insurance for self-employed.
Planning is decisions you make in March, June, and October.
Tax preparation is filing what already happened. Tax planning is changing what happens next. An S-corp election in January saves money all year. A retirement plan funded in October shelters this year's income. An R&D study run in summer claims a credit you didn't know you qualified for.
We're available year-round — not just April. Quarterly check-ins update projections and adjust strategy as your business evolves. Most clients save 3–10x our fee in their first year. We'll model the projected savings during your demo.
Common questions.
Is this just for big businesses?
Will my regular CPA do this?
What's the ROI?
Is this aggressive tax avoidance?
Ready to hand off your tax planning?
Book a 30-minute demo. We'll show you what your current setup is missing and how we close the gap.