Tax Strategy & Planning
You could continue to pay the IRS more than needed. Or finally take that once-in-a-lifetime trip.
We prefer the latter.
You didn't build a profitable business just to hand more of it over than you legally have to.
Somewhere along the way, taxes became another source of uncertainty:
Should you become an S Corporation?
Is that business purchase actually deductible?
How much should you be setting aside each quarter?
Are you taking advantage of every strategy available to you—or simply hoping your CPA catches everything at tax time?
Here's the truth:
The biggest tax savings don't happen when your return is prepared. They happen months before it's ever filed.
That's why our approach goes far beyond tax preparation.
At Knies & Co, We create proactive, year-round tax planning and strategies that help you keep more of what you earn, eliminate surprises, and make financial decisions with confidence—not crossed fingers.
If tax season feels like one big surprise...
You're probably experiencing at least one of these:
Your quarterly tax estimates always seem to be wrong.
You're writing larger and larger checks to the IRS every year
You've heard dozens of tax-saving ideas online but have no idea which ones actually apply to you and your business.
You're making major financial decisions without understanding the tax implications.
Your accountant only reaches out after the year is over.
You want proactive advice—not reactive tax preparation.
Those questions you have? You ask your CPA but they never follow up with an answer.
You deserve better than crossing your fingers every April. You deserve a strategy. One that puts those funds back into your pocket to take that vacation, max out your retirement, or fund your kids’ private school.
Tax Planning Isn't Just About Paying Less This Year.
It's about building long-term wealth.
The best tax strategies don't just reduce your tax bill once. They create opportunities year after year after year. That’s right: Paying for the plan once. Compounding effects.
That's why we look beyond your current tax return and build a plan around your business goals, personal goals, future investments, and long-term wealth. Because saving money on taxes is great.
Building a business that creates lasting wealth is even better.
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Every tax strategy engagement includes:
A comprehensive, customized tax strategy built specifically for your business
An annual deep-dive planning session with a CPA
Quarterly tax estimate calculations
Ongoing tax advisory throughout the year
IRS and tax notice support
Direct access to our team when questions arise
Strategic recommendations designed to evolve as your business grows
Tax preparation services are a separate fee.
Here’s How Our Tax Strategy & Planning Works...
Is this right for you?
This service was designed for founders who are ready to stop treating tax planning like a once-a-year event.
If your goal is simply to file a tax return...
We're probably not the right fit.
If your goal is to build more wealth by making smarter tax decisions year-round...
You're in exactly the right place.
You're likely a great fit if you:
Own a profitable service-based business.
Generate at least $100,000 in annual profit.
Want proactive tax planning instead of reactive tax preparation.
Value personalized strategy over generic internet advice.
Are committed to implementing recommendations that create long-term savings.
Want an experienced CPA who understands both the numbers and the business behind them.
FAQs
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Tax preparation looks backward: It takes the information from the year that's already happened and uses it to prepare your tax return.
Tax planning looks forward: We proactively look at your business, income, expenses, entity structure, owner compensation, and upcoming decisions to identify legitimate opportunities to reduce your tax liability before the year is over.
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If your business is consistently profitable, absolutely. The more profit your business makes, the more opportunities there are to think strategically about. Good tax planning can help you make decisions throughout the year that may save you significantly more than the cost of the planning itself. That, in fact, is always our goal.
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There's no magic profit number, but we typically say it's worth your while once you’re hitting at least $100,000 in profit. That being said, the right time depends on your business, entity structure, income, and how complex your financial situation is.
Unsure if now’s the right time? Feel free to reach out. We give a complimentary review to see if we feel you have some significant saving opportunities. If we don’t feel it would be worthwhile, we’ll let you know. And you won’t pay a dime.
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We’ll have an initial meeting to connect and ensure we have all the information we need to get started with your strategy. Once pulled together, we’ll get a few hours on the calendar to deep dive into the strategy and next steps.
From there, we meet based on your needs. If you have significant changes that occur that may cause your tax situation to change, we’ll get together to update your plan and ensure it still makes sense or if we need to tweak it.
After the initial tax strategy, we will move to an annual maintenance plan where you have us on retainer for any questions that come up throughout the year.
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Yes, we definitely can! It is a separate fee from our tax strategy services, but our tax team would be happy to take care of the preparation of your returns as well.
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Not necessarily, but you do need accurate financial information for tax strategy to work well. If you already have a bookkeeper, we're happy to work with them. If you don't, we’d be happy to talk about our bookkeeping and full-service accounting services with you.
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Everyone’s favorite answer: It depends. Savings vary based on income, business structure, expenses, and long-term goals. However, many business owners discover opportunities they weren't aware existed before working with a tax strategist.
Our goal is always for you to get a return on your investment in us, one that not only makes sense for this year, but the years to follow as well.
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The investment depends on the complexity of your business and the level of strategy and support you need. We don't believe in a one-size-fits-all approach, so we'll recommend the right level of support based on your situation.
Ready to keep more of what you've built?
Your business has worked hard for every dollar.
Let's make sure you're keeping as many of them as legally possible.
We intentionally limit the number of new tax strategy clients we accept each year to ensure every client receives the proactive guidance and responsiveness we're known for.