Stop overpaying on taxes.
Maximize tax savings, protect assets, and position your business for long-term growth with strategic tax planning.
We handle every step of the strategic tax planning process.
Building a tax plan.
Business tax planning starts with your financials: entity structure, elections, deductions, credits, and timing. Tax plans are drafted with projected savings attached to every item, line by line.
Implementing strategies.
Elections are filed, accounts are restructured, and documentation is produced to satisfy IRS rules and regulations. The bulk of implementation takes place near the end of the tax year, but the process is always tied back to your tax plan.
Meeting quarterly and filing returns.
Every quarter, you see the numbers that matter: year-to-date results, updated projections, and the next estimated payment. At year-end, returns are filed for the business and for you personally. And if the IRS asks about a return with my signature, I defend it.
Here’s how year-round tax planning saves you money.
Your tax plan is built for your business, and your business objectives set the priorities. What matters? Outcomes in real dollars.
Maximize deductions and credits.
Every deduction, credit, exclusion, and allowance in the tax code that your business qualifies for will be maximized. We’re going to aggressively pursue the essentials and develop sophisticated strategies by knowing your business and books inside and out.
Optimize cash flow.
Cash flow and tax liability, quarterly payments in particular, are connected. You’re going to get a dead-on accurate estimate for quarterly payments, and we’ll work with you to improve timing on expenses so that you have access to working capital.
Get a tax-efficient entity structure.
Entity structure, or tax structure, is key to shedding tax liability that keeps money in your pocket. S corporation, C corporation, or partnership: we model scenarios in after-tax dollars and update our numbers as your business grows and changes.
Protect your assets.
What is the point of tax planning? It’s ultimately a means for wealth creation and keeping assets protected from taxation. Tax plans provide near- and long-term asset protection and show a clear path to wealth in retirement.
“Tax planning is a short- and long-term path to tax reduction and tax efficiency, and you won’t find strategic tax planning with an accountant. It requires a multi-disciplinary approach, including business strategy, financial analysis, and accurate bookkeeping. If you are breathing and profitable, tax planning is a necessity. Period.”
Jeremy A. Johnson, CPA, CEPA®
Founder and CEO
The Novyx Group
Frequently Asked Questions
What is strategic tax planning?
Strategic tax planning is the discipline of arranging entity structure, timing, deductions, credits, and cash flow so the business pays what it owes and not a dollar more. The plan is a written document: strategies, deadlines, and projected savings in real dollars.
What does “year-round tax planning” actually mean?
It means continuous improvement and diligence every day of the year. When it’s sleepy, we’re working on your taxes. To actually see results from a relationship with a firm like ours, you need a team developing tax optimization strategies and updating them quarterly so that we execute inside the year-end window, while it matters.
What is the difference between tax preparation and tax planning?
Preparation matters, but it does not require higher-level thinking. Tax planning is actually best described as “problem solving that saves you money.” It’s hard to name a single thing we do as business owners that is tax-neutral. It’s either tax positive or tax negative.
Entity structure, timing, elections, operations, finances, and sales—we’re creating something new that’s valuable and, frankly, hard to see from the outside. That being said, we measure our decisions by dollar amounts, and we’re accountable for results.
How do I know if my business needs tax planning?
If your business is profitable, you need a plan. Consistent profit, payroll, owned equipment or real estate, multiple entities, out-of-state activity, or an exit on any horizon—if you recognize one of these, then it's time to get serious about your tax liability. When two or more apply, small business tax planning stops being optional.
How does the firm handle taxes on real estate, equipment, and other assets?
Through depreciation strategy, election by election. Section 179 expensing and bonus depreciation get weighed asset by asset, renovation costs get classified for the fastest recovery the code allows, and dispositions get planned so losses do useful work.
How has the One Big Beautiful Bill Act (OBBBA) changed tax planning for small businesses?
Substantially, and mostly in your favor. The OBBBA made 100 percent bonus depreciation permanent, restored immediate expensing of domestic research and development costs, raised the Section 179 cap to $2.5 million, and made the 20 percent qualified business income deduction permanent.
What is tax loss harvesting, and is it part of strategic tax planning?
Tax loss harvesting means selling underperforming assets to realize losses that offset gains elsewhere, and yes, it belongs in the plan. The discipline is in the timing and the repurchase rules. Standard firms just don’t have the bandwidth to get it right, and that means losses can be disallowed. For our clients, that loss is a deduction.
When should tax planning start?
Before the next quarter closes. Strategies need runway on the calendar, and only a handful survive past year-end. The earlier we start, the better.
It’s time to get serious about tax planning.
Keep what you earn now and get a plan to reduce tax liability over the lifetime of your business. All it takes to start is a call.
