Tax Services for Small Business Owners

You're running your business—serving customers, managing employees, handling operations. Not doing bookkeeping at midnight.

Your fragmented tax setup is costing you $15K-$32K annually.

The Problem

The Small Business Owners Tax Problem

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

Your Bookkeeper

Tracks material and expense invoices (when not behind)
Always 2-3 months late
Doesn't coordinate with your CPA
Doesn't understand entity optimization

Your CPA

Files your return once a year
Doesn't see monthly operations
Can't plan proactively (hourly billing)
Doesn't know what your bookkeeper is doing

You

Running your business during the day
Doing books on evenings and weekends
Coordinating between bookkeeper and CPA
April surprises because nobody planned ahead

The Cost

This Fragmentation Costs Small Business Owners:

$15K-$32K/year

Dentists, contractors, consultants, restaurants, salon owners, service businesses with 1-15 employees.

Integration

What Integration Catches for Small Business Owners

TO Tom Rodriguez
HVAC Contractor, Phoenix, AZ

"Nobody told me I could write off actual vehicle expenses instead of mileage. Nobody told me about Section 179 timing. My old setup wasn't bad—it just wasn't coordinated. That cost me $31K a year."

$31,400First Year Tax Savings

Opportunities

What Your Current Setup Is Missing

Equipment & Vehicle Optimization

Why it's missed: Your bookkeeper expenses purchases when you make them. Your CPA files what they get. Nobody's analyzing if Section 179, bonus depreciation, or timing strategies would save $10K-$25K. Nobody's comparing actual vehicle expenses vs standard mileage.

With integration, bookkeeper flags purchases → planner calculates optimal timing → preparer implements strategy.

Potential savings: $8K-$25K/year

Home Office Deduction

Why it's missed: Your CPA asks "do you have home office?" You say yes. They take the $5/sq ft simplified method ($1,500 max). Never ask about actual expenses, mortgage interest allocation, or depreciation that could be $5K-$12K.

With integration, bookkeeper tracks actual home expenses → planner calculates allocation → preparer maximizes deduction.

Potential savings: $3K-$10K/year

Retirement Contribution Optimization

Why it's missed: Your CPA asks "what did you contribute?" Takes your number. Never analyzes if profit-sharing, SEP-IRA, or defined benefit plan could get you to $60K-$200K contributions vs $23K 401(k) limit.

With integration, we analyze profit levels quarterly and maximize retirement contributions based on what your business can afford.

Potential savings: $12K-$45K/year

Quarterly Estimated Payment Accuracy

Why it's missed: You calculate estimates based on last year. Business is up 30%? You underpay and face penalties. Business is down 20%? You overpay and tie up cash. Nobody's watching current year numbers.

With integration, bookkeeper tracks monthly → planner recalculates quarterly → you pay the right amount, no penalties, no overpayments.

Potential savings: $2K-$8K/year in penalties avoided + better cash flow

Entity Structure (LLC vs S-Corp)

Why it's missed: Most small businesses start as LLCs or sole props. Your CPA files what you have. Never analyzes if S-Corp election would save $8K-$15K annually in FICA taxes once profit hits certain thresholds.

With integration, we monitor profit levels and recommend S-Corp election when the math works in your favor.

Potential savings: $8K-$18K/year

Family Employment

Why it's missed: Your CPA doesn't know your spouse answers phones, your kids help with filing, or your parents consult part-time. Legitimate family employment with income shifting completely missed.

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

Potential savings: $6K-$18K/year

Services