Starting a business creates tax decisions long before the first return is filed.
I help business owners evaluate entity structure, tax registrations, estimated payments, payroll considerations, recordkeeping responsibilities, and other issues that should be addressed from the beginning.
The right structure depends on the business, the owner, expected profitability, and long-term plans. The goal is to choose an approach that makes sense today without creating unnecessary tax or administrative problems later.
Business decisions and tax decisions are often closely connected.
I work with small business owners throughout the year on issues involving estimated taxes, business purchases, retirement contributions, owner compensation, cash flow, recordkeeping, and other decisions that may affect both the business and personal tax returns.
The goal is to identify opportunities and potential problems before tax season — when there is still time to do something about them.
An S corporation election can create meaningful tax benefits for the right business, but it is not automatically the best choice for every owner.
I help business owners evaluate whether S corporation taxation makes sense based on profitability, reasonable compensation, payroll costs, retirement planning, administrative requirements, and the owner’s overall tax situation.
For existing S corporations, I also provide year-round guidance involving compensation, distributions, estimated taxes, retirement contributions, and coordination with the shareholder’s individual tax return.