The Beaconshire Tax Planning Guide.

What’s inside

Specific, not generic.

Every tax planning guide on the internet covers the same five topics in the same shallow way. This one is organized around the decisions an owner-operator actually makes in a year — with the math, the trade-offs, and the citations.

• The entity decisionLLC vs. S-Corp vs. C-Corp, with the breakeven analysis for each, plus when to revisit and what triggers a restructuring.
• Reasonable compensation, properlyHow to build a defensible analysis without paying for an expensive software product, and what documentation actually holds up.
• Retirement plan stackingSolo 401(k), SEP, SIMPLE, defined benefit, and cash balance plans — matched to your situation, with funding deadlines and contribution capacities laid out.
• Accountable plans & the Augusta RuleTwo strategies that pay for themselves in any year you use them, but require contemporaneous documentation that most owners don’t have.
• The year-end calendarWhat to do in October, November, December, and January — organized by deadline, not by topic.
• Common mistakes we see weeklyThe recurring errors on prepared returns that have already been filed by other professionals — and how to spot them on your own.

Why we built this.

Most prospective clients arrive with the same questions, in the same order, with the same misconceptions. Rather than answer them five times a week in conversation, we wrote the answers down. This guide is what we’d hand a new client at the start of an engagement — the working framework that lets the actual conversations be about your specific situation, not about education.

If you read it and decide we’re a fit, the next step is a free strategy session. If you read it and decide you don’t need us, you’ve still saved the cost of figuring this out yourself. Either result is a useful one for us.