Tax Services
Strategic Tax Planning
Multi-year plans that decide the tax outcome before the year closes — entity structure, comp design and timing, quantified in advance.
All Tax ServicesWhat this is
Entity structuring, executive compensation plans, IC-DISCs, DSTs, §1031 and §1035 exchanges, and multi-year modelling that turns tax from a bill into a strategy.
What is included
- Entity structure review and restructuring where the current setup is costing you
- Executive and owner compensation design, including reasonable-comp support
- IC-DISC, DST, §1031 and §1035 planning where the facts support it
- Multi-year projections so every election is made with the full picture
- A written plan with each lever quantified in dollars, not adjectives
Who this is for
- Owners and families whose tax bill is growing faster than their plan
- Anyone facing a liquidity event, sale or major income spike
- Clients who only hear from their CPA at filing time
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
Related services
Tax Preparation
Returns for corporations, partnerships, trusts and high net worth individuals — built by a CPA, reviewed by tax counsel before it is signed.
Learn moreBooks Audit
A three-year look back that quantifies exactly what your prior returns missed — before you commit to anything further.
Learn moreTax Law & IRS Controversy
Audits, liens, levies and offers in compromise, handled by attorneys admitted to practice before the U.S. Tax Court.
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Free consultation, up to 60 minutes
Talk through strategic tax planning with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.