(888) 450-3451

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.

Call (888) 450-3451

The Small Business Owner Tax Problem

You're a dentist with 3 hygienists. An HVAC contractor with 5 trucks. A restaurant owner with 2 locations. A consultant billing $200K. Your tax setup? Everyone doing their job, nobody coordinating.

Your Bookkeeper

  • Tracks revenue and expenses (when you send receipts)
  • Always 2-3 months behind
  • Doesn't understand tax implications of decisions
  • Doesn't coordinate with your CPA

Your CPA

  • Files your return once a year in March/April
  • Never sees your monthly operations
  • Can't plan proactively (hourly billing prevents it)
  • Optimizes what you gave them, but doesn't see what's possible

You

  • Running your business during the day
  • Catching up on QuickBooks at 11pm
  • Coordinating between bookkeeper and CPA
  • April surprises because nobody planned ahead

What This Fragmentation Costs Small Business Owners:

$15K-$32K/year

For businesses earning $150K-$400K profit

Dentists, contractors, consultants, restaurants, salons, service businesses with 1-5 employees

What Integration Catches for Small Business Owners

TR

Tom Rodriguez

HVAC Contractor, Phoenix, AZ

3 trucks, 5 employees | $380K annual profit | S-Corp

"Nobody told me I could write off actual vehicle expenses instead of mileage. Nobody told me about Section 179 timing on equipment. My bookkeeper was always behind. My CPA filed what they got. Integration caught $31K in the first year just from coordination."

$31,400

Annual Tax Savings

Section 179 on new truck: $18K | Vehicle actual vs mileage: $8,200 | Equipment timing optimization: $12K | W-2 optimization: $6K | Quarterly planning eliminated April surprises

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 $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 social media, 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

Tax Essentials for Small Business Owners

Complete Integration

For businesses earning $150K-$400K profit

What You Get:

  • Monthly bookkeeping (delivered by 10th of each month)
  • Quarterly tax planning (projections, estimates, opportunities)
  • Annual tax preparation (business + personal returns)
  • Equipment & vehicle optimization
  • Entity structure recommendations
  • QuickBooks Online included
  • One team with complete understanding—no coordination needed
$780-$1,230/month

$9,360-$14,760 annually

24-month commitment (2 tax seasons)

$15K-$32K

Annual tax savings for small business owners

Net after fee: +$5K-$17K in your pocket

Perfect for: Dentists, contractors, consultants, restaurants, salons, shops, service businesses with 1-5 employees

See Tax Essentials Details

Growing past $400K profit?

Rick monitors your growth. When you qualify for Tax Architecture (at $400K+ household income), we'll let you know. Tax Architecture adds advanced strategies like defined benefit plans, multi-entity structures, and Rick Abdallah (EA, CPA, JD, MBA) as your personal strategist.

Learn about Tax Architecture →

Stop Doing Bookkeeping at Midnight

Two ways to get started:

Free Return Review

Send us your last tax return. We'll show you what was missed—equipment optimization, home office, retirement, entity structure. No obligation. Takes 48 hours.

Request Free Review

15-Minute Call

Discuss your business. If you're earning $150K-$400K profit, we'll get you started within 7 days.

Call (888) 450-3451

Mon-Fri 9AM-6PM EST