Tax Advisory
Most firms tell you what you owe after the year is over. We work ahead of it: planning throughout the year to lower the bill, keep you compliant across states, and avoid surprises at filing time — for the business, and for you as its founder.
Year-round, forward-looking planning tied to your actual financials. We model the tax impact of growth, hiring, and investment decisions before you make them, and pursue the credits and elections you qualify for — R&D, QBI, accelerated depreciation, retirement structures, and more.
For founders, the business and personal tax pictures are one picture — pass-through income, owner compensation, distributions, and the household return all move together. We plan across both sides so decisions get made once, with the full picture in view: compensation and distribution strategy, estimated payments that reflect what the business is actually doing, and personal returns prepared by the same team that knows the company inside and out.
Accurate, on-time federal and state returns for your entity and its owners, plus quarterly estimates so nothing sneaks up on you. Because your books are already clean and current, filing is a confirmation — not a year-end excavation.
Selling or hiring across state lines creates filing obligations most owners don't see coming. We assess nexus, handle apportionment, manage registrations, and keep sales-and-use and income tax filings clean as you expand.
AI & Automation in Tax
Because the books are current, your estimated liability updates continuously — no year-end surprises.
Source documents are gathered, organized, and matched automatically, cutting prep time and errors.
We model elections and strategies quickly against real numbers, so decisions are made on evidence.
A growing S corporation had a filing-only relationship with its prior firm: no planning during the year, a surprise balance due every April, and federal credits and elections going unclaimed.
Moved the company to a quarterly planning rhythm, modeled owner compensation and entity elections, captured the R&D credit and accelerated depreciation on equipment, and right-sized estimated payments against live numbers.
A materially lower federal effective rate, estimated payments that tracked reality, and a tax picture the owners could see quarters ahead — with cash planned instead of scrambled.
Representative example for illustration.
A 30-minute exploratory call. We'll talk through your situation and where proactive planning could put real money back into the business.
Schedule an Exploratory Call →rocky@huntandcoadvisors.com · Smyrna, GA