Tax Overpayment Elimination System
Business Tax Planning
For profitable business owners who want a year round partner actively managing their tax strategy, not a preparer they see once a year at filing time.
Profitable owners do not overpay from one big mistake
Contractors, agencies, professional services firms and growing operations producing $60K or more in profit are not overpaying because of a single missed deduction. They are overpaying because nobody is actively managing their strategy through the year. Tax savings come from decisions made before the year ends, not from anything a preparer can find after it. This system exists to be the year round partner most profitable owners have never had: someone reviewing entity structure, owner compensation and timing while there is still time to act on what gets found.
What changes once someone is watching the numbers year round
The work runs in three phases. A deep dive reviews prior returns, financials, entity structure and owner compensation to find what has been missed. A strategy gets architected around what that review turns up: entity optimization, a compensation plan, and a timing and deduction calendar. Then the strategy stays live, adjusted in real time as the numbers move through the year instead of getting revisited once a year at tax time.
Pierre Alcegaire works with business owners across the country, in person within about 50 miles of Chambersburg and remotely everywhere else. Call (717) 331-2154.
Published average
$10,000+
is what Pierre's business tax planning clients save in a year, on average, once someone is actually managing their strategy instead of just filing the return.
A general contractor at $180K in profit used an S-Corp election, a salary split and a Solo 401(k) to save an estimated $18,500 in a year. A plumbing company at $220K combined an S-Corp election and reasonable salary with SEP-IRA maximization and a vehicle and equipment strategy for an estimated $24,800. Results vary based on individual circumstances; these are illustrative examples.
How it works
Three phases, one system that runs all year
Phase 1
Strategic Tax Deep Dive
Prior tax returns and financials get reviewed line by line. Entity structure gets evaluated, owner compensation gets analyzed, and missed deductions get identified before anything is recommended.
Phase 2
Tax Strategy Architecture
A customized tax reduction system gets built around what Phase 1 found: an entity optimization plan, a compensation restructuring plan, and a timing and deduction plan for the year ahead.
Phase 3
Ongoing Optimization
Active management continues through the year: real time strategy adjustments, updated projections, and decision support before a choice gets made, not after.
Engagement levels
Two ways to work together
Foundation
Clarity, structure and control over how the business is taxed.
- Full review of prior returns
- Entity structure evaluation, LLC vs S-Corp
- Owner compensation strategy
- Identification of missed deductions
- Custom tax strategy roadmap
- Year end planning guidance
Recommended
Optimizer
Everything in Foundation, with the strategy actively managed through the year.
- Everything in Foundation
- Quarterly tax strategy reviews
Business tax planning questions
If your business is producing $60K or more in profit and nobody has looked at your entity structure or compensation in the last twelve months, that is the conversation to have first. See S-Corp Advisory for the salary and distribution side of that decision, or send Pierre your numbers and start with a strategy call.