Pays Less Taxes How we build your plan to pay less tax, step by step

Most owners go through the same six steps with us.

• A free 30-minute call. We look at last year's return and your business, and point out the moves that fit.
• Books that are current. We get your books up to date in QuickBooks Online, so every number in the plan is real.
• A plan with numbers. For each move, we show a rough dollar figure and what it takes to set up.
• Setup. We help you file the S corp election, set up payroll, open a retirement plan, write an accountable plan or start family payroll, whichever fit.
• Check-ins during the year. We look at profit as it comes in and adjust before December 31.
• The return. We prepare it with every move on it, and the records behind each one in the file.

Every move on this site depends on knowing your real profit. An S corp salary, a retirement deposit and a year-end purchase all get sized from it.

When your books match your bank statements each month, we can tell you in October what December will look like. That's when the moves are still easy to make.

We also build custom dashboards and reports with AI, so you can see profit, cash and the tax you're setting aside without waiting for a year-end surprise.

Our side is bookkeeping, tax planning, payroll setup and the return itself. You run each payday with the payroll provider you pick, approve each payroll, and sign your return.

If a lender or investor needs an audit or a review report, a CPA firm has to sign it. We can work with that firm and hand them clean books.

How long does setup take? It depends on how current your books are and which moves fit. We give you a timeline on the call.

Is fall too late in the year to begin working together? No. Many owners start in the fall, when there's still time to make this year's moves.

Do you run payroll? We set payroll up with you, and from then on your chosen payroll company handles each payday with your approval.