Advanced Tax Planning for Business Owners & Investors
This is a separate, fixed-fee or retainer engagement for clients who need strategy beyond annual filing. We design and implement tax structures and timing strategies for multi-entity groups, franchise operators, professional firms, real-estate investors, and high-income owners—including Oklahoma and California state depth.
Request an Advanced Planning Consult
Can be run on its own or alongside a Business Membership. No hourly surprises.
Who This Is For
Franchise & Multi-Unit Operators
- OpCo/PropCo + mgmt company structuring
- 199A/QBI optimization with wage/UBIA
- CDTFA audit readiness; FTB/EDD posture
Professional Firms (S-Corp)
- Reasonable comp + distribution planning
- Retirement plan layering (solo 401(k), cash balance)
- Quarterly projections—no year-end surprises
Real-Estate & Multi-Entity Groups
- HoldCo/OpCo, intercompany hygiene, basis
- Cost segregation & bonus depreciation modeling
- OTC sales/use, payroll registration strategy
What We Deliver (Advanced Scope)
Entity & Structure Design
- OpCo/PropCo + mgmt entities, liability & tax alignment
- Consolidation, group elections, intercompany policy
- Nexus & apportionment (multi-state)
Optimization & Timing
- S-Corp salary strategy, distributions & 199A/QBI
- Income/expense acceleration & deferral modeling
- Credit & deduction pathfinding (facts & limits apply)
Wealth & Retirement Design
- Solo 401(k), DB/cash balance plan architecture
- Owner compensation & plan funding integration
- Tax-efficient withdrawal & rollover mapping
Real-Estate Strategy
- Cost seg studies, ADS vs. GDS, bonus considerations
- Passive/non-passive status planning, grouping elections
- 1031/721 & exit timing analysis
State & Agency Readiness
- CDTFA sales/use posture & POS reconciliation
- FTB/EDD prevention playbooks & response
- Oklahoma OTC compliance mapping
Exit, Succession & Risk
- Buy/sell tax modeling, valuation coordination
- Family transition (with counsel), trust coordination
- Notice Shield: proactive transcript monitoring
How This Standalone Engagement Works
Phase 1 — Diagnostic & Roadmap (2–4 weeks)
- Document review: returns, entities, payroll, states
- 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, dashboards
- Coordination with counsel/wealth advisors as needed
Phase 3 — Ongoing Retainer (Optional)
- Quarterly or monthly strategy sessions
- Mid-year projection & action steps
- Transcript monitoring & 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
- CDTFA/FTB/EDD or OTC posture updates as needed
- Coordination with counsel/wealth advisors
Retainer (Optional)
Quarterly or monthly
From $750–$2,500/mo
- Regular strategy cadence & projections
- Notice monitoring/response
- Ad-hoc questions without hourly bills
Final pricing depends on entities, states, transactions, and scope. We’ll give you a fixed fee before any work begins.
Ready for Strategy Beyond Filing?
Book a diagnostic to see exact opportunities and a fixed-fee implementation plan.