Stop Paying Taxes You Could Have Planned Away.
Year-round planning, the right entity structure and every 2026 incentive you qualify for, built before December 31, not discovered in April.
Filing Looks Back. Planning Looks Ahead.
A tax return records decisions that were already made. Planning changes the decisions while they still matter.
Quarterly projections
We estimate your year as it happens, so estimated payments and big moves are timed on purpose.
Decisions modeled first
Equipment purchases, raises, distributions and acquisitions are run through the numbers before you commit.
A written plan
You get specific recommendations, estimated savings and deadlines, not a vague checklist.
LLC vs. S-Corp vs. C-Corp
There is no universally best entity. The right choice depends on profit level, how you take money out, your exit plans and your state footprint.
| LLC (taxed as partnership or sole prop) | S-Corporation | C-Corporation | |
|---|---|---|---|
| How profit is taxed | Passes through to owners | Passes through to owners | Taxed at the entity (21%), then again when paid as dividends |
| Owner payroll | Self-employment tax on most earnings | Reasonable salary through payroll; remaining profit not subject to payroll tax | Salary through payroll |
| QBI deduction | Often eligible | Often eligible | Not available |
| Often fits | Real estate, early-stage, multi-owner flexibility | Profitable owner-operated businesses | Companies reinvesting profits or raising outside capital |
General comparison only. Texas franchise tax applies to most LLCs and corporations regardless of federal tax treatment.
The Rules Worth Knowing This Year
Qualified business income (QBI) deduction for pass-through owners, now permanent. For 2026, limits begin phasing in above $201,750 of taxable income ($403,500 married filing jointly).
Bonus depreciation, restored permanently for qualifying property acquired and placed in service after Jan. 19, 2025.
Section 179 expensing limit for tax years beginning in 2026, reduced once qualifying purchases exceed $4.09 million.
Domestic research costs can again be deducted in the year paid for tax years beginning after 2024, and the research credit can reduce tax further.
2026 cap on itemized state and local tax deductions, reduced for higher incomes but not below $10,000. Business-level planning may help some owners.
Texas franchise tax no-tax-due threshold for 2026 and 2027 reports. Above it, the rate is 0.75% (0.375% for retail and wholesale).
Figures are from IRS Rev. Proc. 2025-32, IRS guidance on the 2025 tax law, and the Texas Comptroller. Whether they apply depends on your facts. This is not tax or legal advice.
Multi-Entity Structures, Built on Purpose
As a business grows, one entity often becomes several. Done well, the structure protects assets and keeps planning flexible. Done poorly, it multiplies paperwork and tax.
- Operating company separate from the real estate it uses
- Holding company for ownership of multiple businesses
- Management company for shared payroll and services
- Family entities that support gifting and succession
SALT and Texas Franchise Tax
- Texas franchise (margin) tax filings and information reports
- Choosing the most favorable margin calculation
- Sales and use tax reviews before an audit finds the gaps
- Nexus reviews when you sell, hire or own property outside Texas
Tax Planning Questions
When should tax planning start?
Now. The most valuable moves, like entity changes, retirement plan design and equipment timing, need to happen before year-end.
Should I switch to an S-Corp?
It depends on profit, payroll and your plans for the business. We model the numbers before recommending any change.
Can you work with my bookkeeper or current CPA?
Yes. Many clients keep their bookkeeper and bring us in for planning and advisory work.