We help established business owners minimize tax liability, increase cash flow, and protect profits—with personalized strategies and year-round support.
Tax planning is the heart of what we do. We help you reduce your tax burden—not just during tax season, but all year long. Our team digs deep into your business structure, revenue model, and future plans to uncover overlooked opportunities to save.
Our Planning Focus Includes:
• Advanced entity structuring and conversion strategies
• S Corp election analysis and optimization
• Owner compensation and distribution strategies
• Real estate, depreciation, and asset investment planning
• Tax-deferred retirement and benefit plan implementation
• Tax implications of hiring, expansion, and exit planning
Our goal:
Deliver measurable reductions in your tax liability, year after year.
Taxes aren’t just a once-a-year concern. We meet with you quarterly to ensure your tax strategy adapts as your business evolves. These sessions are designed to prevent overpayments, avoid surprises, and help you act on new opportunities before they expire.
What’s Included:
• Four 1-on-1 advisory sessions per year with your tax strategist
• Strategic timing of income, expenses, and investments
• Tax liability forecasting
• Immediate advice on tax impact from business decisions
• Law & Regulation updates
• Quarterly Action Plan
Ideal for:
Business owners who want year-round tax strategy—not year-end panic.
Our tax preparation service goes beyond filing forms. We prepare your returns with an eye on optimization—ensuring you claim every deduction and credit available, while staying fully compliant with federal and state regulations.
You’ll Get:
• Business tax returns (S Corps, partnerships, LLCs, multi-state)
• CPA-level review with built-in tax reduction checks
• Coordination of owner compensation and distributions
• Filing aligned with your broader strategy—not just the IRS deadline
Ideal for:
Businesses that need more than generic tax prep—they want integrated, forward-thinking tax management.
Taxonomic was founded by a CPA with many years of experience helping high-revenue small businesses legally reduce their tax burden. Today, our firm brings together a team of tax strategists who are passionate about making tax planning a growth tool—not just a compliance requirement.
We partner with business owners who are done leaving money on the table. If you're paying six figures in taxes and not sure why—it’s time to talk to us.
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