Medical & dental practices
Tax planning for high-earning practice owners: pay, retirement, equipment.
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Veterinary practices
Tax planning for vet owners: equipment, inventory, payroll, and growth.
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Med spas & aesthetic centers
Tax planning for med spas: devices, product inventory, sales tax, memberships.
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Contractors & trades
Tax planning for contractors: job costing, equipment, crews, multi-state work.
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Real estate investors
Depreciation, passive losses, and exits planned all year for growing portfolios.
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Trucking & transportation
Equipment, per diem, and multistate planning for hotshot and freight carriers.
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Farming & ranching
Income swings, equipment, livestock, and succession planned for farms and ranches.
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Law firms
Tax planning for firm owners: partner pay, retirement, uneven fees.
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Engineering & architecture firms
Research credit, QBI, owner pay, and exits for design firms.
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Oil & gas service companies
Equipment, boom and bust years, crews, and multistate work.
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Franchise owners
Franchise fees, build-outs, entity structure, and multi-unit payroll.
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Is the Tax Plan right for you?
The plan is built for owners who want a true partner, not a once-a-year preparer.
- It’s a fit ifYour business does $1M+ in revenue, you have payroll or several entities, and you want strategy all year with taxes, books, and payroll under one roof.
- It may not be a fit ifYou only need a simple return filed once a year, or your business is just getting started. Reach out anyway and we’ll tell you honestly.
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What could a strategy save you?
- S corp
- Solo 401(k)
- Augusta Rule
- Hiring your kids
- Oklahoma PTE