Entity & compensation
Choosing and revisiting the entity structure that best supports current tax and operational goals.
Tax Planning
Legally reduce next year's tax bill — before next year arrives.
Tax planning is essential to helping you successfully and legally reduce your tax liabilities. Ron identifies the strategies that fit your business, your investments, and your goals — then helps put them in place well before filing deadlines close the door.
Schedule Your Free Tax Interview →What it covers
A plan built around the client's actual circumstances.
No two clients have identical tax situations. Ron reviews the full picture — income sources, entity structure, benefits, retirement, real estate, and personal financial goals — before recommending a strategy.
Deductions & credits
Reviewing the deductions and credits most often overlooked by business owners and investors.
Retirement strategy
Coordinating retirement contribution planning with the current year's tax picture.
Real estate tax planning
Guidance on the tax implications of acquiring, operating, improving, and disposing of real estate.
Income timing
Timing income and expenses to smooth tax liability across years when circumstances allow.
Year-end projections
Mid-year and Q4 projections so decisions are made with real numbers in front of you.
Ron's philosophy
"By the time a return is filed, many of the year's best tax-saving opportunities are already gone. Planning is the part of the work that decides how much tax you actually pay."