Everything included
The Tax Plan is built for businesses doing $1M+ in revenue. No add-on fees for returns, questions, or quarterly estimates. See all services.
- Year-round tax planningWe project your tax bill all year and bring you strategies before deadlines pass, not after.
- Quarterly estimated payments, calculated for youExact federal and state amounts, personal and business shown separately, with reminders before each due date.
- Your business and personal returns, includedNo separate return fees. Your returns are part of your plan.
- Your tax plan and analysis, always currentYour tax estimate, 13-week cash forecast, and estimated payment schedule, updated as your numbers change and reviewed with you each quarter.
- Your books, handledWe handle your books every month so your tax plan runs on real numbers, not guesses.
- Payroll, 1099s, and sales taxFiled on time, with owner salary set to fit your tax strategy.
- IRS audit protection and representationIf a notice or audit comes, we represent you before the IRS and handle it with you. Oklahoma Tax Commission notices too.
- Direct access to your tax teamReal answers by phone or email from the people who know your numbers.
Your tax plan, always current
Every client gets a written tax plan for their business. It shows your projected personal and business taxes (always kept separate so nothing gets mixed up), a 13-week cash forecast, your estimated payment schedule, and the strategies we’re working on for you.
Who the plan is for
- S-Corp and LLC ownersEspecially if you’ve been surprised by a tax bill or aren’t sure your salary and distributions are set right.
- Profitable, growing businessesYou’re making good money and suspect you’re overpaying.
- Owners who are done with once-a-year accountingYou want someone watching your numbers and telling you what to do next.
46 strategies we put to work
Real strategies, explained with the numbers: how each one works, who it fits, the rules, and the risks. Our technology tests them against your real numbers, so your plan uses the ones that fit your business and your goals.
Find the strategies that fit you
For illustration purposes. Tax law may change, which may change calculations slightly.
Watch the story videos Try the tax calculators
Strategy 01 · Structure
The S corp election
Stop paying 15.3% self-employment tax on all your profit.
Strategy 02 · Structure
S corp reasonable compensation
Your salary is a tax dial. Set it right and document it.
Strategy 03 · Oklahoma
The Oklahoma PTE election
Make your state income tax a federal business deduction.
Strategy 04 · Family
The Augusta Rule
Rent your home to your business for up to 14 days, tax-free.
Strategy 05 · Family
Hiring your children
Pay your kids for real work, up to $16,100 free of federal tax.
Strategy 06 · Family
The kids’ Roth IRA
Turn your child’s paycheck into decades of tax-free growth.
Strategy 07 · Family
The family management company
S corp owners: employ your kids without the 15.3% payroll tax.
Strategy 08 · Family
The family board of advisors
Hold a real annual meeting and deduct the travel and meals.
Strategy 09 · Home & Auto
The accountable plan
Get your home office, phone, and mileage reimbursed tax-free.
Strategy 10 · Home & Auto
The home office deduction
Run both methods every year and take the bigger write-off.
Strategy 11 · Home & Auto
Heavy vehicles and bonus depreciation
Write off the business share of a 6,000-lb+ vehicle in year one.
Strategy 12 · Home & Auto
Business travel deductions
Add a beach day to a business trip and keep the airfare deductible.
Strategy 13 · Health
The Health Savings Account (HSA)
Deductible in, tax-free growth, tax-free out for medical costs.
Strategy 14 · Health
S corp owner? Run premiums through payroll
Make your health premiums fully deductible the right way.
Strategy 15 · Health
Hire your spouse, deduct the family’s medical bills
A Section 105 plan deducts medical costs from dollar one.
Strategy 16 · Retirement
The Solo 401(k): up to $72,000 this year
Contribute as employee and employer, up to $72,000 for 2026.
Strategy 17 · Retirement
The mega backdoor Roth
Fill your 401(k) with after-tax money, then convert to Roth.
Strategy 18 · Retirement
Too rich for a Roth? Use the back door
Contribute, convert, and get around the Roth income limits.
Strategy 19 · Retirement
A bad tax year can be a great Roth year
Convert at 12% now instead of 24–37% later.
Strategy 20 · Retirement
Deduct six figures into retirement
A cash balance plan on top of your 401(k), for owners 45 and up.
Strategy 21 · Wealth
Your IRA can buy real estate
Rentals and private deals inside a tax-advantaged IRA.
Strategy 22 · Real Estate
Write off a rental in year one
Cost segregation plus 100% bonus depreciation.
Strategy 23 · Real Estate
The short-term rental loophole
Short stays plus your hours can turn rental losses into deductions.
Strategy 24 · Real Estate
Real estate professional status
750+ hours in real estate can make rental losses non-passive.
Strategy 25 · Structure
Own the building, rent it to yourself
Hold your building in its own LLC and lease it to your business.
Strategy 26 · Timing
Section 179 and 100% bonus depreciation
Put equipment in service by Dec 31 and deduct the full cost now.
Strategy 27 · Structure
The 20% QBI deduction
Keep your 20% pass-through deduction from phasing out.
Strategy 28 · Wealth
Give stock, not cash
Donate appreciated shares and skip the capital gains tax.
Strategy 29 · Family
New for 2026: Trump Accounts
A $1,000 federal seed and tax-deferred growth for your kids.
Strategy 30 · Planning
Tax prep looks back. Planning looks ahead.
Most strategies must be in place by December 31. Plan ahead.
Strategy 31 · Exit
Section 1202: sell your company tax-free
Exclude up to $15M of gain when you sell qualifying C corp stock.
Strategy 32 · Exit
Selling your business: keep more of the price
Asset vs. stock sales, price allocation, and installment sales.
Strategy 33 · Investments
Intangible drilling costs
Invest in an oil or gas well and deduct most of the cost up front.
Strategy 34 · Giving
Donor-advised fund bunching
Give the same to charity and deduct far more under the 2026 rules.
Strategy 35 · Credits
The research credit
Improve products, processes, or software and earn a federal tax credit.
Strategy 36 · Giving
Charitable remainder trust
Sell an appreciated asset with no capital gains tax at the sale.
Strategy 37 · Real estate
The 1031 exchange
Sell the building, buy the next one, and defer the tax.
Strategy 38 · Estate
Lifetime gifts and SLATs
Use the $15M exemption now and keep the growth out of your estate.
Strategy 39 · Family
529 superfunding
Put five years of college gifts in at once and let them grow tax-free.
Strategy 40 · Investments
The net investment income tax
Keep rentals, K-1s, and business sales out of the extra 3.8%.
Strategy 41 · Structure
C corp vs. S corp
When a flat 21% rate beats pass-through tax for growing businesses.
Strategy 42 · Estate
Family limited partnerships
Pass assets to your children at a discount while keeping control.
Strategy 43 · Oklahoma
Oklahoma Investment/New Jobs Credit
Manufacturers earn Oklahoma credits for five years on new investment.
Strategy 44 · Investments
Opportunity Zones
Defer a big gain, cut it by 10%, and pay $0 on 10 years of growth.
Strategy 45 · Exit
Selling to an ESOP
Sell to your employees and defer the gain with a Section 1042 rollover.
Strategy 46 · Depreciation
Business aircraft
Deduct the business share of an aircraft with 100% bonus depreciation.
Free strategy finder
Find the tax strategies that fit you.
Answer six quick questions and see which of our 46 strategies may fit your business and your goals. About a minute, and your answers stay in your browser.
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What could a strategy save you?
- S corp
- Solo 401(k)
- Augusta Rule
- Hiring your kids
- Oklahoma PTE