Paying too much tax? We'll help you pay less, legally.
Want to pay less tax, legally? Find your best moves.
Answer four quick questions. Then a free 30-minute call on your numbers.
Let's find your ways to pay less. Where should we reach you?
Keep reading
How the free call works
- Four quick questionsHow the bill feels, how the business is taxed, who files, and when you want to start.
- A 30-minute video callWe look at last year's return and this year's profit, and find the moves you aren't using yet.
- A short list that fits youAn S corp salary, a retirement plan, an HSA, timing, deductions or credits, with a rough dollar figure on each.
Same profit, two different tax bills
Two owners with the same profit can owe very different tax. In our worked example, an owner with $140,000 of profit pays about $15,340 less federal tax with an S corp salary, a Solo 401(k) and an HSA. Your numbers will differ.
If you want help after the call, the same practice keeps your books in QuickBooks Online, sets payroll up with the provider you pick, and prepares the return with every move on it.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Find my ways to pay lessQuestions people ask first
Is it legal to pay less tax?
Yes. Choosing your setup, funding a retirement plan and taking the deductions the law offers is legal tax planning. Records back up each move.
What do I get from the call?
A short list of the moves that fit your business, a rough dollar figure on each, and the next step. If you want help, the fee is in a letter before any work starts.
How much will I save?
It depends on your profit and your setup. On the call we run your real numbers and show you about what each move is worth.
Who do I meet?
Steven Palmieri, a Tax CFO and the Entrepreneur's CFO. We can meet on video, in person when it helps, or on a call with your banker.