Tax planning strategies. Accelerate, defer, eliminate.
Tax planning is where significant wealth gets built. Cost segregation accelerates depreciation. Opportunity Zones defer and eliminate capital gains. Section 199A reduces pass-through income tax 20%. Conservation easements generate large charitable deductions. Sales tax compliance prevents catastrophic state audits. We coordinate with your CPA on implementation.
All tax planning strategies.
From cost seg studies on commercial real estate through Opportunity Zone structuring through Section 199A optimization.
Real estate tax
Commercial propertyPass-through tax
LLC, S-Corp, partnershipSales tax
Multi-state complianceTax planning that integrates. With your CPA.
Accelerate depreciation
Cost seg breaks commercial property into components depreciating 5, 7, 15, 39 years instead of single 39-year straight-line. Combined with bonus depreciation, massive first-year deductions.
Defer capital gains
Opportunity Zone (until Dec 31 2026) and 1031 like-kind exchanges defer capital gains by reinvesting proceeds. Both have strict rules; we coordinate the structuring.
Eliminate gains long-term
Opportunity Zone investment held 10 years: gain on the QOF investment fully eliminated. Powerful long-term strategy.
Pass-through 20% deduction
Section 199A allows pass-through business owners to deduct 20% of QBI. Complex limitations above income thresholds. We optimize structure.
Conservation easements done right
Legitimate easements with proper engineering, MAI appraiser, reputable land trust generate substantial charitable deductions and hold up to IRS scrutiny. Bad ones (syndicated) get disallowed.
Sales tax catastrophe prevention
Multi-state sales tax non-compliance compounds: unfiled returns have no statute of limitations. We register, file, and remit so the problem stays contained.
About Tax Planning.
Do you replace my CPA?
What is cost segregation?
What is Opportunity Zone?
Section 199A still applies?
Sales tax really that important?
What about Section 1031?
Recommended add-ons
Most customers add these to keep their business compliant year-round.
Registered Agent
Most orderedRequired for every registered business entity in every state.
Compliance Monitoring
Best valueTrack every annual report, registered agent renewal, and license deadline.
Annual Report Filing
RecommendedAuto-file your state annual report. Never miss a deadline.
Premium compliance, no service-fee markup.
Trust you can verify
SOC 2 Type II audited platform. 220,000+ businesses served. 60-day money-back on service fees. State fees passed through at cost with no hidden markup. Explicit AUP on restricted industries.
A compliance partner, not a transaction
Most providers go quiet after checkout. We auto-track every annual report, registered agent renewal, and license deadline across your entities. The Business OS dashboard keeps your compliance score visible year-round.
Premium experience competitors cannot match
Premium positioning, transparent pricing, no service-fee markup on state or federal filings. Premium positioning, transparent pricing, no service-fee markup on state filings.