Your entity type, sole proprietor, S-corp, or partnership, changes how you're taxed personally and at the firm level. Most attorneys never get a straight answer on whether their current setup is actually working for them. I want to give you that answer, and then build a plan around it.
There's a real difference between a tax preparer and a tax strategist. A preparer tells you what you owe after the year is already over. A strategist tells you months ahead, while you can still do something about it, and looks at your entity structure as part of that strategy, not an afterthought.
What We Do For You
01
We prepare and file your law firm and personal tax returns
02
We meet with you quarterly to plan ahead, not just file after the fact
03
We review your entity structure, so your firm's setup is actually working for you, not against you
04
We coordinate with your bookkeeping and trust accounting, so your numbers are clean before they're ever filed
When You Need This
Taxes catch you off guard every year
You're not sure your entity structure is the right one for how you get paid
Your bookkeeper and tax preparer have never actually talked to each other
You want a plan, not just a filed return
Questions Before You Get Started
Isn't tax prep just tax prep? What's the actual difference with planning? Preparation tells you what you owe after the year already happened. Planning tells you months before it happens, while you can still act on it, including whether your entity structure is actually the right one for how your firm makes money.
I already have a tax preparer. Why would I switch? If your current preparer only shows up once a year around the deadline, quarterly planning and entity review are exactly what's missing. This isn't about replacing a good relationship, it's about adding the strategy your firm needs.
Do you handle trust accounting too? Trust accounting and bookkeeping are separate services we also offer. When you work with us on both, your books and your tax strategy are already talking to each other, which is exactly the gap most firms have.
Ready to stop reacting to tax season?