Consultant with S-Corp income above $1,500,000 $413,774 ILLUSTRATIVE SAVINGS The taxpayer was facing more than $300,000 in projected taxes. The issue was not a single missed deduction; it was the absence of a coordinated strategy across compensation, depreciation, and estimated payments. What changed Modeled several planning scenarios before filing season. Used entity and compensation planning to keep the strategy compliant. Coordinated depreciation and payment timing to redu

Dentist with S-Corp/W-2 income of $600,000 $145,590 ILLUSTRATIVE SAVINGS The owner was earning strong income, but the tax picture was being driven by a high W-2 wage level, limited planning windows, and taxable income that had not been projected early enough. What changed Reviewed reasonable compensation against practice economics and owner role. Identified depreciation timing opportunities that could offset current-year income. Reframed the plan around tax projections instea