Filing is the last thing we do. Strategy is everything that comes before it. We work with Western New York business owners every month of the year — so April is a formality, not a fire drill.
By the time we file your return, we've already done the work that matters.
Compliance is a rear-view mirror — it reports what already happened, once it's too late to change it. Strategy is the windshield. We spend the year hunting the moves, so by filing season the savings are already locked in.
Built for owners doing $500K to $5M who already have a CPA — and have a nagging feeling they're leaving real money on the table. They usually are.
We model your year before it happens and move while there's still time to change the number — not after the books are closed and your options are gone. Most savings have a deadline. We beat it.
S-Corp elections, reasonable-comp analysis, salary-vs-distribution. The structure most owners set up once and never touch again — and it's quietly costing them every single year.
SEP-to-401(k) conversions, Safe Harbor, and defined-benefit design for high earners — six-figure deductions, engineered for the tax result, with the right specialists coordinated around you.
Own the building? Accelerate the depreciation, free up the cash, and put the timing of your deductions back in your hands — instead of leaving it on the IRS's schedule.
We file it too — accurately, on time, no surprises. But by then the real work is already done. The return is the receipt, not the strategy.
Most firms bill you for showing up. We put a number on the table first — and we stand behind it. No long contracts, no mystery invoices.
A deep dive into your business and your return. You walk away with a written strategy — and a hard dollar figure on exactly what you're overpaying and how we fix it.
If the Blueprint doesn't identify at least 2× its fee in tax-saving opportunities, you don't pay for it. That's our money where our mouth is.
Ongoing counsel, implementation, and the return — the whole relationship. Priced to the size of your business, billed monthly, cancel anytime.
Your $1,500 Blueprint fee credits toward your first months when you continue — so the diagnostic effectively pays for itself.
Local, accessible, and in it with you all year. No hand-off to a junior, no call center, no 1-800 number. You work directly with the principal who builds the strategy and signs the return.
A 30-minute strategy call. No pitch, no obligation — just an honest look at what's on the table before the next filing season closes the window on it.