Revisit How Income Is Taken

Owner compensation methods directly affect payroll taxes, income taxes, and retirement contributions. Reviewing how income is split between wages, bonuses, and distributions can uncover savings without changing overall profitability.

Evaluate Whether Your Structure Still Fits

As revenue grows, staffing changes, or ownership evolves, the entity structure that once worked may no longer be optimal. Periodic review helps ensure taxes, liability protection, and succession planning remain aligned.

Plan Investments With Tax Timing in Mind



Technology upgrades, marketing initiatives, and operational improvements often qualify for deductions or depreciation. Coordinating these investments with projected income can significantly improve 2026 tax outcomes.