Strategic Tax Planning
A customized, IRS compliant plan built before tax season not during it. Year round strategy, not once-a-year filing.
What's Keeping You Up at Night
Most business owners overpay because they plan too late or not at all.
You only think about taxes once a year when it's too late
Your accountant just files returns but never helps you save money
You're paying more in taxes than your competitors
You have no idea what deductions you're missing
You're afraid you're not compliant or making costly mistakes
Imagine Instead...
After working with us, clients tell us they feel:
You have a proactive plan that saves thousands before tax season
Your tax advisor works with you year-round, not just in April
You're confident every legal deduction is being captured
You understand your tax situation and feel in control
You sleep better knowing you're compliant and optimized
The Difference: Reactive vs. Proactive
Why most business owners overpay
Traditional CPA (Reactive)
Files taxes once a year
Looks backward at last year
Focuses on compliance
Reacts to your decisions
Charges for filing
Our Approach (Proactive)
Plans strategy year-round
Looks forward to next year
Focuses on optimization
Guides your decisions
Invests in your savings
What's Included
Comprehensive, year round tax planning for business owners earning $300K+
Initial Tax Strategy Diagnostic with written plan
Analysis of prior 3 years' tax returns
Entity optimization assessment
Quarterly tax planning sessions
Mid-year and year-end tax projections
Estimated payment calculations and guidance
Annual tax return preparation
Year-round access for questions
How It Works
Your path to paying less in taxes
30-45 minutes
Free Initial Consultation
We review your current situation, identify immediate opportunities, and determine if we're the right fit.
Week 1-2
Comprehensive Tax Diagnostic
alysis
We analyze your business structure, review prior returns, and assess all tax-saving opportunities.
Within 10 Days
Written Strategy Plan Delivered
We prepare all documents, file with the state, obtain your EIN, and set up your entity properly.
Month 1-2
Implementation Begins
We execute the plan entity changes, retirement account setup, documentation systems, compliance structure.
Ongoing
Quarterly Check-Ins
Every quarter, we meet to review performance, adjust strategy, and ensure you're on track for maximum savings.
Q1 Each Year
Annual Tax Filing
We prepare your returns with full integration of the year long planning no surprises, maximum savings.
Strategies We Use
Legal, proven methods to reduce your tax burden
Entity Structure Optimization
S-Corp Election for LLCs save $10,000-$20,000 annually
Multi-Entity Structuring for multiple income streams
C-Corp vs S-Corp analysis for your specific situation
Retirement & Benefit Planning
Solo 401(k) Maximization contribute up to $69,000/year
Cash Balance Plans for high earners ($100K-$300K+ contributions)
Health Savings Accounts (HSA) with triple tax advantage
Income & Expense Timing
Section 179 and Bonus Depreciation for equipment
Strategic income deferral between tax years
Prepaid expenses to maximize current-year deductions
Real Estate Tax Strategies
Cost Segregation Studies $50,000+ immediate savings
1031 Like-Kind Exchanges to defer capital gains
Real Estate Professional Status for loss deductions
Tax Credits & Deductions
R&D Tax Credit worth $10,000-$50,000+ annually
Augusta Rule (Section 280A) rent your home tax-free
Home office and vehicle expense optimization
Family & Business Strategies
Hiring your children for legitimate tax savings
Spousal employment for retirement contributions
Charitable giving strategies and donor-advised funds
What Our Clients Are Saying
Working with O&M Tax saved us over $40,000 in the first year alone. The strategic planning made all the difference and we are so grateful for that.
Finally, a CPA who actually plans ahead instead of just filing taxes. This is the best investment we've made for our business so far.
O&M team is professional, responsive, and always available. They've given us clarity and confidence in our finances.
5-Star Rating on Google
Frequently Asked Questions
When should I start tax planning?
Right now. The best time was last year; the second best time is today. Every day you wait costs you money.
Don't all CPAs do tax planning?
No. Most CPAs focus on compliance and filing. Very few provide proactive, year-round tax strategy.
How much can I really save?
It depends on your income, business structure, and current situation. Most business owners earning $100K+ save at least $10,000-$25,000 in the first year.
Is this legal?
Absolutely. We use strategies written into the tax code by Congress. Nothing aggressive, nothing risky just smart planning.
What if I get audited?
We provide audit defense support. Because we document everything properly, our clients rarely face issues. If you are audited, we represent you.
Do I need to change my current accountant?
Many clients replace their current accountant with us because we provide both planning and preparation. Others keep their accountant and use us for planning only.
Ready for a clearer tax strategy?
Visit O&M Tax & Business Advisory for help with taxes, bookkeeping, and more.
O&M Tax & Business Advisory is DBA O&M Services LLC
