(888) 450-3451

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.

Call (888) 450-3451

The Entrepreneur Tax Problem

You have multiple entities, various income streams, and growth happening fast. Your tax setup? Can't keep up.

Your Bookkeeper

  • Tracks one entity (maybe two)
  • Doesn't understand multi-entity optimization
  • Can't coordinate across operating company + holding company + real estate
  • Doesn't know your exit timeline or growth plans

Your CPA

  • Files separate returns for each entity
  • Never sees your monthly growth trajectory
  • Doesn't coordinate entity structures proactively
  • Can't plan around R&D credits, exit strategies, or QSBS

You

  • Scaling revenue 40% annually
  • Books always 2-3 months behind
  • Nobody coordinating tax strategy with business strategy
  • Missing opportunities because you're focused on growth

What This Fragmentation Costs Entrepreneurs:

$16K-$34K/year

For businesses earning $150K-$400K profit

$300K-$700K/year

For entrepreneurs earning $400K+ with multiple entities and exit plans

What Integration Catches for Entrepreneurs

MP

Marcus Powell

SaaS Founder, Austin, TX

$2.8M revenue | $480K profit | 3 entities (OpCo, HoldCo, PropCo)

"I was growing 50% year-over-year. My bookkeeper couldn't keep up. My CPA filed what I gave them. Rick restructured my entities, found $145K in R&D credits I didn't know existed, and set up QSBS for my eventual exit. Integration caught what I was too busy building to see."

$218,000

First Year Tax Savings

R&D credits: $145K | Multi-entity restructuring: $42K | Retirement optimization: $31K | Family employment: $18K | QSBS structure positioned for $2.4M future tax elimination on exit

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

Two Solutions for Entrepreneurs

Tax Essentials

For businesses earning $150K-$400K profit

Integrated Tax Services:

  • Monthly bookkeeping (all entities)
  • Quarterly tax planning coordinated with growth plans
  • Annual tax preparation (business + personal returns)
  • Entity structure optimization
  • QuickBooks Online included
  • One team, complete coordination
$780-$1,230/month

$9,360-$14,760 annually

24-month commitment (2 tax seasons)

$16K-$34K

Annual tax savings for entrepreneurs

Net after fee: +$6K-$19K in your pocket

See Tax Essentials Details

Tax Architecture

For entrepreneurs earning $400K+ with growth/exit plans

Everything in Tax Essentials, PLUS:

  • Rick Abdallah (EA, CPA, JD, MBA) as your strategist
  • Multi-entity structure design and coordination
  • R&D tax credit identification and documentation
  • QSBS setup and tracking for future exits
  • Exit planning (Section 453, earn-outs, timing)
  • Retirement stacking ($200K+ contributions)
$2,030-$5,030/month

$24,360-$60,360 annually

36-month commitment (3 tax seasons)

$300K-$700K

Annual tax savings for high-growth entrepreneurs

ROI: 10-20X guaranteed (plus exit optimization)

See If You Qualify

Focus on Growing Your Business, Not Managing Books

Two ways to get started:

Free Return Review

Send us your last tax return (all entities). We'll show you what was missed—specific to multi-entity entrepreneurs and growth-stage businesses. No obligation. Takes 48 hours.

Request Free Review

15-Minute Call

Discuss your business structure and growth plans. We'll tell you which service makes sense and what you're potentially missing.

Call (888) 450-3451

Mon-Fri 9AM-6PM EST