See what proactive planning does over time. Each year doesn’t just save money, it builds momentum.
A small real estate business with several income streams, each taxed differently. The kind of mix that rewards planning and punishes the lack of it.
| Item | Before | After |
|---|---|---|
| Taxable income | $756,953 | $322,208 |
| Total federal tax | $214,622 | $65,001 |
| Total state tax | $23,920 | $16,916 |
| Other credits | $0 | $4,000 |
| Child tax credit | $0 | $0 |
| Self-employment tax | $25,511 | $4,350 |
| Total tax | $264,052 | $82,267 |
Saved in 2022$181,785
| Item | Before | After |
|---|---|---|
| Taxable income | $833,219 | $213,227 |
| Total federal tax | $238,205 | $37,974 |
| Total state tax | $42,405 | $11,194 |
| Other credits | $0 | $4,000 |
| Child tax credit | $0 | $0 |
| Self-employment tax | $25,511 | $5,075 |
| Total tax | $306,120 | $50,243 |
Saved in 2023$255,877
Every plan is different. These are the areas our analysis works through.
Structure the business so income is taxed efficiently.
Capture what the law allows, documented properly.
Depreciation, rental rules and cost segregation.
Timing and allocation of income across the year.
Contributions that lower taxes now and build wealth.
Keep what you build safe as you grow.
Answer some questions, upload your return and book your 30-minute assessment.
