Tax Planning & Preparation
We don't just file your returns. We engineer year-round tax strategies that minimize liability and maximize the capital available for your business to grow.
Overview
Most businesses think about taxes once a year, in April. By then, it's too late to do anything meaningful. The deductions you missed, the entity structure you should have changed, the estimated payments you didn't make: those decisions were made (or not made) months ago.
Our tax practice is built on proactive, year-round strategy. We meet with you quarterly to review your financials, adjust estimated payments, and identify opportunities to reduce your tax burden before December 31st, when it actually matters.
When it's time to file, your returns are prepared by experienced CPAs, cross-reviewed for accuracy, and filed on time. If the IRS ever has questions, we handle all correspondence and representation.
Proactive planning saves real money
The average business that switches from reactive tax filing to proactive tax planning reduces their effective tax rate significantly in the first year. The right entity structure alone can save tens of thousands annually.
What's Included
Business Tax Returns
1120, 1120-S, 1065, and Schedule C preparation with multi-state compliance.
Individual Returns
1040 preparation for business owners including K-1, Schedule E, and complex investments.
Quarterly Estimated Taxes
Calculated and scheduled so you never underpay (penalties) or overpay (lost cash flow).
Entity Structure Optimization
LLC vs. S-Corp vs. C-Corp analysis based on your specific revenue and distribution patterns.
R&D Tax Credits
Identification, documentation, and claiming of research & development credits.
Multi-State Nexus Analysis
Determine where you have tax obligations and ensure compliance in every jurisdiction.
Sales Tax Compliance
Registration, filing, and audit support for state and local sales tax.
IRS Representation
Full audit representation, correspondence management, and penalty abatement.
International Compliance
FBAR, FATCA, Form 5471, and other international reporting requirements.
Year-End Strategy Sessions
Pre-December 31st planning to maximize deductions and minimize current-year liability.
Reactive vs. Proactive Tax
| Feature | Without Us | With Murjani CPA |
|---|---|---|
| When tax planning happens | April (too late) | Quarterly throughout the year |
| Entity structure | Whatever you set up on Day 1 | Re-evaluated annually for optimization |
| Estimated payments | Guess or forget | Calculated and scheduled precisely |
| Deductions | Hope your software catches them | Proactively identified and documented |
| IRS correspondence | Panic and call someone | We handle everything directly |
| Tax bill surprises | Every April | Never. You always know what to expect |
Key Strategies We Deploy
Entity Structure Optimization. Choosing between an LLC, S-Corp, or C-Corp isn't a one-time decision. As your revenue grows and your distribution patterns change, the optimal structure changes too. We model scenarios annually to ensure you're in the right entity for your current situation.
Compensation Strategy. For S-Corp owners, the split between salary and distributions has significant tax implications. We optimize this balance to minimize self-employment tax while staying within IRS "reasonable compensation" guidelines.
Retirement Plan Optimization. SEP IRAs, Solo 401(k)s, and defined benefit plans can shelter significant income from taxes. We analyze which plan structure maximizes your tax benefit based on your income level and retirement goals.
Cost Segregation. For real estate investors, accelerating depreciation through cost segregation studies can generate massive first-year deductions. We identify when this strategy makes sense and coordinate the study.
How It Works
Prior Year Filing + Current Year Setup
We file your prior-year returns and set the foundation for proactive current-year planning.
Mid-Year Reviews
Quarterly check-ins to review YTD financials, adjust estimated payments, and identify new opportunities.
Year-End Strategy Session
Pre-December 31st deep dive to finalize deductions, entity elections, and retirement contributions.
Ready to get started?
Book a free 30-minute strategy call. No obligation, no pressure, just a conversation about your business.
Schedule Your Free Call