From structuring decisions to year-round advisory, we handle the full tax lifecycle of your business with institutional rigor.
Entity Structuring & Tax Planning
We design the optimal structure — LLC, S-Corp, C-Corp, or partnership — and build a tax plan that scales with your business. Every decision is made with long-term efficiency in mind, not just this year's filing.
2026: the qualified business income deduction is now permanent, so S-Corp reasonable-compensation planning has to solve for payroll tax and the QBI wage limitation together. Section 174A also restores immediate expensing of domestic R&D.
Business Tax Preparation
Federal and state filings for corporations and partnerships prepared with Big Four rigor. Complex returns, multiple schedules, K-1s — handled completely and on time.
2026: the 1099-NEC/MISC reporting threshold rises to $2,000 for payments made this year, and 1099-K reverts to $20,000 and 200 transactions. The IRS is also retiring the FIRE system ahead of the 2027 filing season — electronic filers move to IRIS.
Multi-Entity & Partnership Tax
Cross-entity allocations, K-1 management, and coordinated filing across complex ownership structures. We manage the full picture so nothing falls through the cracks.
External Tax Advisory
We work alongside your CFO, controller, or bookkeeper as a dedicated strategic tax partner — available year-round for planning, questions, and decisions, not just at filing time.
Multi-State & Nexus Compliance
Nexus analysis, apportionment, and state filing obligations wherever your business operates. We stay ahead of compliance so your growth never creates unexpected exposure.
Check your own exposure with our free State Compliance Tool. In Texas, the 2026 franchise tax threshold is $2.65 million — entities below it owe no tax but still file a Public Information Report.
Executive & Owner Compensation
Optimize salary, distributions, and benefits structures for owners and key executives. We align personal and business tax strategies so both sides of the ledger work together efficiently.
2026: new deductions for qualified overtime ($12,500 single / $25,000 joint) and tips (up to $25,000) change payroll setup and reporting — particularly for healthcare and professional-services employers.