Most founders only think about taxes at filing time, when it’s too late to change the outcome.
By the time a tax return is being prepared, the year’s decisions are already made: how the company is structured, how founders are paid, when equipment was bought and how equity was issued. Filing can only report those decisions. It can’t improve them.
Founders face this twice: once for the business and once personally. The two are deeply connected, yet they’re often handled separately, by people who never talk to each other.
Some of the most valuable opportunities, like those tied to Qualified Small Business Stock (QSBS), depend on records and decisions made years before an exit.
What it costs you
Overpaying every year
Without a plan, you pay what the year’s decisions dictate.
Missed deductions and credits
Opportunities slip by when nobody is looking for them.
Exit-time surprises
Equity and structure decisions made early can shape what you keep at a sale.
Business and personal out of sync
Choices that help one side can cost you on the other.
A tax strategy built before the year ends.
Corporate tax planning is the work of structuring your company and its decisions to legally reduce taxes, rather than reacting at filing time.
Our team includes former founders, CPAs, Enrolled Agents and seasoned tax strategists. We bring together your books, forecasts and plans to build a strategy for both your business and your personal finances, then coordinate it with your CPA, who prepares your returns. For a deeper look, read Corporate Tax Planning for Founders.
Available to all clients, whether or not you use one of our tiers.
At a glance
- Best for Founders who want to keep more, in the business and personally
- Available to All clients
- Works with Your CPA, who prepares your returns
- Covers Entity structure, deductions, founder equity and personal alignment
How the project solves it.
reacting to taxes at filing time
a strategy built while decisions can still change the outcome
business and personal taxes handled separately
one plan that considers both
discovering missed opportunities after the fact
a review of entity, deductions and equity planning up front
handing your CPA a box of records
a written strategy and supporting records your CPA can act on
Tax planning, delivered as a project.
Tax entity analysis
Choosing and revisiting the structure that fits your growth and exit plans.
Deduction strategy
Making sure you capture deductions such as Section 179 and retirement contributions.
Founder equity planning
Guidance on items like 83(b) elections and QSBS eligibility.
Personal & business alignment
A plan that considers both your company’s and your personal taxes.
CPA coordination
A written strategy your CPA can put into action at filing time.
Year-round checkpoints
Timing for the decisions that affect this year’s and next year’s taxes.
From first conversation to finished project.
01
Discovery
We learn your business, your goals and your current tax picture.
02
Analysis
We review your books, forecasts, structure and equity.
03
Strategy
We deliver a written plan for your business and personal taxes.
04
Coordination
We work with your CPA so the plan is carried through.
What to know.
Tax laws and limits change often, and every situation is different. This page is general information, not tax advice for your specific situation. Your CPA prepares your returns and advises on your specific tax position.
Built by founders. Held to a higher standard.
Founder-led
Founded by Jon Peyton, a serial entrepreneur who built the firm to solve the finance problems his own clients faced.
Credentialed team
Team members hold MBA, CFP®, CPA, CPM, CPMM and EA credentials.
The Founder’s Way™
One documented process for every client, so your books, forecasts and reporting always tell one consistent story.
Security & compliance
Encryption, controlled access, confidentiality agreements and vetted technology at every step.
Questions? Answers.
Why is corporate tax planning important?
We’ve yet to meet a founder who loves paying taxes, at the business level or personally. Regular tax strategy reviews of both your business and personal taxes help you explore legal ways to keep more in both accounts each year.
Do you prepare our tax returns?
Your CPA prepares your tax returns. Our tax planning project gives your CPA a clear strategy and the records to support it.
When should tax planning start?
As early as possible. Some opportunities, such as those tied to how and when equity is issued, depend on decisions and records made long before an exit or a tax deadline.
Do I need to be a tier client?
No. Corporate tax planning is available to any founder-led company. Tier clients benefit from books and forecasts that are already current.
Still have a question?
One-time projects, when you need them.
Alongside our three tiers, we take on focused projects with a clear scope and timeline.
Corporate Tax Planning
A tax strategy for your business and your personal finances, coordinated with your CPA.
Audit-Ready Books Rebuild
Clean up and rebuild your books so they’re accurate, complete and ready for an audit.
Quality of Earnings Reports
An independent look at the quality and sustainability of your earnings before a sale or raise.
Fundraising & Pitch Decks
Investor-ready models, pitch decks and a CFO who acts as your intermediary.
Don’t let your finances be the reason why.
Talk with our team: +1 888 348 8573