Tax strategy, not tax preparation.
Most tax bills are determined in the months before April, not the weeks before the deadline. 755 builds tax into the plan all year.
Forward-looking, not retrospective.
Projecting next year's bracket, modeling Roth conversions, harvesting losses, and coordinating gains with deductions before they land on a return.
- Quarterly tax projections
- Roth conversion modeling
- Loss harvesting and gain coordination
- Bracket-management strategy
- Charitable bunching and DAF planning
The team that knows your plan.
We prepare federal, state, and entity returns with the same team that knows your plan — so the numbers on the return aren't a surprise to the people advising you all year.
- Individual and joint federal returns
- State and multi-state filings
- Pass-through entity returns (S-corp, partnership)
- Trust and estate income returns
- IRS and state correspondence handling
The structure changes the math.
The right structure for a business — sole prop, S-corp, partnership, or LLC — is the lowest-friction tax move a founder can make. We model the choice and the transition.
- Entity selection and conversion analysis
- Reasonable-comp and owner-payroll setup
- Multi-entity and holding-co structuring
- QBI / 199A optimization
- State nexus and footprint review
Answers from the practice.
Where in Cherokee County can an S-corp setup Georgia accountant coordinate with my investment custodian so the salary-vs-distribution ratio stays defensible?
At the Woodstock conference room we prepare the 2553 election, draft the shareholder salary agreement, and forward the executed copy to your LPL account team so trade income flows to the correct tax class on the 1099-DIV. Observations are shared; decisions stay yours. Member FINRA/SIPC.
How does Roth conversion bracket management work when my Woodstock CPA already files a Georgia Form 500 with itemized deductions?
We run a December projection that shows the incremental federal tax from each conversion tier, then net it against the Georgia 6% add-back so you see combined cost before the 31 December deadline. IRS §408A(d)(3) allows recharacterization until 15 October if taxable income drifts. Observations are shared; decisions stay yours.
What common mistake do north Atlanta business owners make when they combine personal and company accounts before April tax filings?
Paying non-employee expenses from the business checking account without a 1099 paper trail collapses liability protection and invites Georgia DOR audit under O.C.G.A. §48-7-10. We reconcile every personal draw, reclassify it to shareholder loan or distribution, and create the general-ledger backup before the return is signed. Observations are shared; decisions stay yours.
Coordinate with the rest of the firm.
Wealth, with intention.
Investment decisions coordinated with your tax brackets and lots.
Estate PlanningA legacy that lasts.
Lifetime gifting, GST, and trust returns coordinated as one strategy.
LendingCapital, on your terms.
Mortgage and business borrowing decisions modeled net of tax.
Move tax out of April.
Bring us last year's return and this year's plan, and we'll show you what to do before the next one comes due.
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