Advanced Tax Planning for Business Owners & Investors
This is a fixed-fee strategy engagement for clients who need planning beyond annual filing. We design and implement tax structures, elections, and timing strategies for multi-entity groups, franchise operators, professional firms, real-estate investors, and high-income owners — with deep experience in Oklahoma and California.
Schedule a 30-Minute Strategy Call
Standalone or alongside Business Services. No hourly billing.
Who This Is For
Franchise & Multi-Unit Operators
- OpCo/PropCo + management company structuring
- 199A/QBI optimization with wage/UBIA analysis
- CDTFA readiness; FTB/EDD posture planning
Professional Firms (S-Corps)
- Reasonable compensation + distribution strategy
- Retirement plan layering (Solo 401(k), cash balance)
- Quarterly projections — fewer year-end surprises
Real-Estate & Multi-Entity Groups
- HoldCo/OpCo, intercompany hygiene, basis strategy
- Cost segregation & bonus depreciation modeling
- Oklahoma OTC and multi-state compliance mapping
What We Deliver (Advanced Scope)
Entity & Structure Design
- OpCo/PropCo + management entities (liability & tax alignment)
- Group elections, consolidation strategy, intercompany policy
- Multi-state nexus & apportionment planning
Optimization & Timing
- S-Corp salary strategy, distributions & 199A/QBI
- Income/expense timing models (accelerate/deferral)
- Credits & deduction pathfinding (facts & limits apply)
Wealth & Retirement Design
- Solo 401(k), DB/cash balance plan architecture
- Owner compensation integrated with plan funding
- Tax-aware rollover and withdrawal sequencing
Real-Estate Strategy
- Cost seg studies, ADS vs. GDS, bonus tradeoffs
- Passive/non-passive planning; grouping elections
- 1031/721 and exit timing analysis
State & Agency Readiness
- CDTFA sales/use posture & POS reconciliation
- FTB/EDD prevention playbooks & response planning
- Oklahoma OTC compliance mapping
Exit, Succession & Risk
- Buy/sell tax modeling and valuation coordination
- Family transition coordination (with counsel)
- Optional transcript monitoring and notice response
How This Engagement Works
Phase 1 — Diagnostic & Roadmap (2–4 weeks)
- Document review: returns, entities, payroll, state exposure
- Risk & opportunity map; prioritized action list
- Fixed-fee quote for implementation
Phase 2 — Implementation (4–12 weeks)
- Elections, entity adjustments, plan documents
- Comp resets, timing changes, implementation coordination
- Work with counsel/wealth advisors as needed
Phase 3 — Ongoing Retainer (Optional)
- Quarterly or monthly strategy cadence
- Mid-year projections and action steps
- Transcript monitoring and notice response
Pricing — Fixed-Fee, Not Hourly
Roadmap (Diagnostic)
Simple entity, single-state
Starting at $2,500
- Intake & document review
- Risk/opportunity map + action plan
- Fixed-fee implementation quote
Implementation
Scope-based, fixed fee
Quoted after roadmap
- Elections, entity/plan setup, comp/timing changes
- State posture updates as needed (CA/OK depth)
- Coordination with counsel/wealth advisors
Retainer (Optional)
Quarterly or monthly
From $750–$2,500/mo
- Regular strategy sessions & projections
- Notice monitoring/response
- Ad-hoc questions without hourly bills
Final pricing depends on entities, states, transactions, and scope. You will receive a fixed fee before any work begins.
Ready for Strategy Beyond Filing?
Schedule a call to confirm fit and outline the diagnostic roadmap.