Year-round tax strategy from Enrolled Agents who know your numbers. We plan the moves before the year ends, so the return you file in April reflects decisions you made on purpose, and the bill is lighter by design.
Where this helps
By the time most owners sit down with a tax preparer, the year is over and the numbers are set. The preparer can report what happened, but the chances to change it (the salary you paid yourself, the equipment you bought, the retirement plan you didn't open) closed on December 31.
Tax advisory moves that conversation earlier. We look at your business and personal picture during the year, project where you'll land, and help you make the choices that lower what you owe while there's still time to make them.
The return you file is decided by the moves you make all year.
Sound familiar?
You don't know what you owe until the return is done. By then, the only thing left to decide is how to pay it.
You formed an LLC when you started and never looked back. As profits grow, the way your business is taxed may no longer be the best fit.
The IRS expects S corporation owners to pay themselves a reasonable salary. Too little invites scrutiny, and too much costs you in payroll taxes.
You pay quarterly estimates based on last year, but this year looks nothing like last year. That means penalties or cash tied up for no reason.
Buying equipment or a vehicle, bringing on a partner, or selling the business. The timing and structure of each can change the tax result a lot.
Rules change, sometimes in your favor. Without someone watching how new laws apply to you, those savings are easy to miss.
What you get
No more waiting for April to find out.
We project your business and personal tax picture during the year, so you know where you'll land and what you can still change.
Taxed the way your business deserves.
We review how your business is set up and how you pay yourself, and recommend changes when the numbers support them.
Found during the year, not after it.
We look for the deductions, credits, and strategies that fit your business, and make sure they're set up correctly so they hold up.
Plan it first, not after.
Before you buy, sell, hire, or restructure, we walk through the tax side with you, and we keep your records ready if the IRS ever asks.
One team
Tax advice is only as good as the numbers behind it. Because the same San Antonio team can keep your books, run your payroll, and prepare your returns, your tax plan is built on current, accurate information. When you want help with the bigger business picture too, our fractional CFO service puts tax planning and financial strategy in the same conversation.
Want ideas you can use now? Read Q4 tax moves to make before December 31 or how to pay your kids and fund a Roth IRA.
Common questions
Tax preparation reports what already happened and files your return. Tax advisory happens during the year and looks ahead, projecting what you'll owe and helping you make decisions that change the result. We do both, so the plan and the return line up.
It depends on your profit, how you pay yourself, and your plans for the business. An S corporation election can reduce self-employment taxes once profits are high enough, but it adds payroll and filing requirements. We run the numbers for your situation before you decide.
The IRS expects a reasonable salary for the work you do in the business, with remaining profit available as distributions. We help you set a salary that fits your role, your industry, and your numbers, and adjust it as the business changes.
The earlier the better. Many strategies, such as setting up certain retirement plans, adjusting your salary, or timing big purchases, have to be in place before December 31. A mid-year review gives you the most options.
If this year's income looks different from last year's, your estimates may be too high or too low. We project the year and adjust your payments so you avoid underpayment penalties without tying up cash you don't need to send.
An Enrolled Agent is a tax professional licensed by the IRS who can represent taxpayers before the IRS on audits, collections, and appeals. Read more about what an Enrolled Agent is.
Yes. Hablamos español. You can work with our team in English or Spanish.
The next step
Bring last year's return and your questions about this year. The first consultation is free, and you'll leave knowing where you stand and what's worth doing before December 31.
Kika Rogers, EA · Co-Founder & President
101 Business Center · 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español