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Tax strategy · AI
Good tax planning compares options before the year ends. AI-assisted modeling lets our advisors test more scenarios quickly, so owners can decide on salary, retirement contributions, equipment purchases and estimated payments with time to act.
Serving United States, Virginia, Washington, DC, Maryland.
What we handle
We bring your year-to-date numbers into a planning model and use AI tools to run scenarios: S corporation salary levels, retirement plan contributions, timing of equipment purchases and bonus depreciation, PTET elections and charitable gifts. Each scenario shows federal and state tax, cash impact and filing requirements.
An advisor reviews the results with you and recommends a plan. The analysis is faster, but the judgment about what fits your business and what the law allows remains with experienced professionals.
Speak with an advisorWhere we help
Salary, distributions and QBI.
Large deductible contributions for owners.
Timing equipment and property purchases.
Actions to take before December 31.
Our approach
A senior advisor reviews your facts and documents.
Scope, fees and timeline in an engagement letter.
Returns, elections and forms prepared and reviewed.
IRS contact and planning all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Mid-year is ideal, and no later than early fall, so there is time to act before December 31.
No. AI speeds up the analysis; our advisors make recommendations based on your goals and the law.
Year-to-date financials, payroll reports and your goals for the year.
No. Owner-led businesses of most sizes benefit from a mid-year plan.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
Related
Tax strategies supported by the Internal Revenue Code and Tax Court decisions.
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Learn moreStart a conversation
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