Tax Services for Entrepreneurs

You're building a business. Not managing multiple entities and tracking deductions.

Your fragmented tax setup is costing you $16K-$34K annually. Or if you're earning $400K+, potentially $300K-$700K.

The Problem

The Entrepreneurs Tax Problem

Your current setup probably looks like this. It's not bad—it's just fragmented.

Your Bookkeeper

Tracks costs across entities, maybe one CPA file
Doesn't understand entity optimization
Can't coordinate multiple entity bookkeeping
Doesn't know your growth rate or future plans

Your CPA

Files separate returns for each entity
Doesn't coordinate entity structures proactively
Sees final numbers but never operational context
Can't catch R&D credits, exit strategies, or QSBS

You

Building revenue 40% year over year
Dealing with multiple entities and income streams
Growth happening fast. Your tax setup? Can't keep up
Nobody coordinating entities proactively

The Cost

This Fragmentation Costs Entrepreneurs:

$16K-$34K/year

For businesses earning $150K-$400K profit. $300K-$700K for entrepreneurs earning $400K+ with multiple entities.

Integration

What Integration Catches for Entrepreneurs

MA Marcus Powell
SaaS Founder, Austin, TX

"I was growing 50% year over year. My bookkeeper couldn't keep up. My CPA filed what I gave them. Profit Solutions found $160K in R&D credits I didn't know existed, and set up QSBS for my overhead exit. Integration caught what I was too busy building to see."

$218,000First Year Tax Savings

Opportunities

What Your Current Setup Is Missing

Multi-Entity Structure Optimization

Why it's missed: Most entrepreneurs operate through a single LLC. Your CPA files that return. Nobody's analyzing if operating company + holding company + real estate entity would save $40K+ annually through strategic income allocation.

With integration, we model different entity structures and coordinate allocations across all entities.

Potential savings: $25K-$85K/year

R&D Tax Credits

Why it's missed: If you're developing software, improving processes, or creating new products, you likely qualify for R&D credits. Most CPAs don't proactively identify and document R&D activities throughout the year.

With integration, bookkeeper tracks R&D expenses monthly → planner documents activities → preparer claims credits.

Potential savings: $40K-$200K/year

QSBS (Qualified Small Business Stock) Setup

Why it's missed: If you're planning to exit in 5+ years, QSBS structure can eliminate up to $10M in capital gains taxes. But it must be set up correctly from the start. Most CPAs mention it too late.

With integration, we structure entities early and track holding periods for future tax elimination.

Potential savings: $500K-$2.4M (on exit)

Growth Phase Income Deferral

Why it's missed: If you're in growth phase reinvesting everything, your CPA still taxes you on full profit. Nobody's coordinating timing of income recognition, equipment purchases, or retirement contributions with growth plans.

With integration, we coordinate growth investments with tax planning for optimal cash flow.

Potential savings: $15K-$45K/year

Retirement Plan Stacking

Why it's missed: Most entrepreneurs have simple 401(k)s. Your CPA doesn't analyze if profit-sharing + cash balance plan could get you to $200K+ contributions vs $23K limit, especially with multiple entities.

With integration, we stack multiple plan types across entities for maximum contributions.

Potential savings: $40K-$100K/year

Family Employment Structure

Why it's missed: Your CPA doesn't know your spouse handles admin, your kids help with social media, or your parents consult. Legitimate family employment with income shifting and retirement benefits is completely missed.

With integration, bookkeeper sees operations → planner structures family employment → preparer implements.

Potential savings: $12K-$35K/year

Services