Straight answers, before you ever commit to anything.

If you're a business owner making decent money and you're tired of giving too much of it away, it's worth a conversation. During your Tax Savings Check-Up, we'll give you an honest answer, including if we don't think we can create meaningful value for you.

No. Most clients keep their existing CPA or bookkeeper for day-to-day work, and we focus on strategy. If we ever think you'd be better served making a change, we'll say so directly, but that's the exception, not the rule.

Typically, your most recent tax return, current financials, and a short intake form. We'll walk you through exactly what's needed before your first meeting.

Early-stage businesses often have the most to gain from getting entity structure and tax strategy right from day one, before habits and paperwork pile up. We're glad to talk regardless of how new you are.

We start with a free Right Fit Call, a no-cost, no-obligation conversation to see whether tax savings and Strategic Tax Minimization™ is something we can genuinely help you with. There's nothing to pay just to talk.

Year-round. Strategic Tax Minimization™ planning happens throughout the year, not just once at filing time, so you're not hearing from us only in April.

As early in the year as possible. Many of the decisions that reduce your tax bill have to happen before December 31, once the year closes, those opportunities close with it.

Tax preparation and tax planning are two different disciplines. Preparing a return is mostly about accurately reporting what already happened. Strategic Tax Minimization™ is proactive work performed throughout the year, before the numbers are fixed, it takes a different process and timeline than compliance work, which is what most practices are built around.

Usually two to four weeks, depending on how quickly we gather your information. Once we have everything, your plan comes together quickly.

Many clients begin seeing results within their first tax year. Because every business is different, we'll give you a realistic expectation for your situation during your Tax Savings Check-Up, rather than a general timeline.

Not the way we do it. We keep it simple, clear, and actionable, so you understand the strategy and see exactly how it helps you.

Your plan doesn't end when the engagement does. We continue monitoring it and, depending on your ongoing service level, adjust it as your business, income, and the tax law change throughout the year.

No ethical CPA can guarantee tax savings before reviewing your specific situation, and if anyone tells you otherwise, that's worth a second look. What we can promise is that every recommendation is grounded in your facts and current tax law, and we'll walk you through our estimated savings during your Tax Savings Check-Up before you commit to anything.

We offer flat-fee strategic packages and monthly subscription plans, depending on your needs. During your Tax Savings Check-Up, we'll walk through the scope and investment for your situation before any work begins, no hourly clock, no surprises.

We aim to keep it manageable. Most of the heavy lifting, research, analysis, documentation, happens on our end. You'll be looped in for decisions that matter, not buried in paperwork.

That depends on the package you choose, typically quarterly or semi-annually, with access in between for questions, updates, and support.

Both are available. Some clients want strategy only; most want us to handle everything from planning through filing. It's your choice.

Yes, we work with clients nationwide. As a CPA, Larry is licensed to serve clients across the U.S., and Strategic Tax Minimization™ strategies apply regardless of which state you're in.

Our focus is tax strategy and Strategic Tax Minimization™, but we're glad to coordinate with your bookkeeper or recommend one if you need it.

Yes. We've helped many clients get caught up. It's better to start now than not at all, and we won't judge where you're starting from.

Yes. If we uncover missed deductions or costly mistakes on a prior return, we can look at amending it.

Yes. Your financial and tax information is kept strictly confidential and is never shared without your permission, consistent with the professional standards CPAs are held to.

Yes. As a CPA, Larry can represent you before the IRS. If a notice arrives, we'll help you understand what it means and respond appropriately.

Yes. Larry can represent you throughout an audit, from the first letter to final resolution, and help you respond strategically and confidently, every strategy we recommend is IRS approved and court tested.

We monitor your plan throughout the year and adjust it as the law changes, so your strategy doesn't go stale the moment new legislation passes.

We work with business owners across industries, Strategic Tax Minimization™ is built around your specific structure, income, and goals rather than a one-size-fits-all industry template.

Yes. Early decisions about entity structure and tax planning can matter as much as anything you'll decide in your first year.

Primarily business owners, but we also offer Strategic Tax Minimization™ planning for high-income individuals, especially those with investments, side businesses, or rental income.

Yes. Your entity type, LLC, S corp, and so on, matters, and we can help you evaluate the right structure to legally minimize your taxes.

No. Strategic Tax Minimization™ works for businesses of all sizes. If you're paying taxes, there's a good chance you're paying more than you have to, that's worth a conversation regardless of your size.

Our clients come from a range of industries. During your free Right Fit Call, we're glad to talk through examples relevant to your specific business.

We regularly work with owners who have multiple businesses or entities. Coordinating strategy across entities is often exactly where the most overlooked tax savings are hiding.