Tax Planning for Small Business Owners

Small business owners have unique opportunities to influence their tax outcome through structure, timing, and strategic reinvestment.

Common Focus Areas
  • Entity structure review: to ensure your business is taxed efficiently as it grows
  • Owner compensation planning: to balance payroll taxes and income taxes
  • Expense and depreciation strategies: for equipment, technology, and expansion
  • Retirement and succession planning: to align business success with long‑term goals

Effective tax planning turns the tax code into a strategic tool—not just a compliance requirement.