Tax Solutions for Business Owners & Founders
Owners of LLCs, S corps, C corps, and partnerships seeking to optimize compensation, distributions, and exits while protecting optionality.
Who This Is For
Owners of LLCs, S corps, C corps, and partnerships seeking to optimize compensation, distributions, and exits while protecting optionality.
Typical Pain Points
Common challenges business owners face and how our strategies provide solutions.
Inefficient Owner Compensation
Suboptimal mix of salary, distributions, and benefits
Missed Deductions
Entity misalignment causing lost tax opportunities
Exit Planning Left Too Late
Lack of advance preparation for liquidity events
R&D and State Tax Complexity
Hiring credits and multi-state compliance challenges
How We Help
Comprehensive strategies that optimize your business structure and prepare for future growth.
Entity Selection & Cleanup
Reasonable comp reviews and 199A qualification planning
Basis & Depreciation Strategy
Including cost segregation and 754 elections where relevant
Exit Preparation
QSBS analysis, timing optimization, and charitable pre-positioning
Cash Management
Quarterly estimates and safe harbor planning
What You Can Expect
A founder-friendly approach that balances growth objectives with tax optimization.
Owner Checklist
Essential documents and information we need to develop your customized strategy.
Why Business Owners Choose Us
We understand the unique challenges of building and scaling a business while optimizing for tax efficiency.
Entity Optimization
Right-size your entity structure for current operations and future growth.
Exit Readiness
Prepare for liquidity events with advance planning and QSBS qualification.
Team Integration
Seamless coordination with your existing accounting and legal advisors.
Ready to Optimize Your Business Tax Strategy?
Join successful business owners who have optimized their compensation, prepared for exits, and reduced their overall tax burden.
Disclosure: Stonebridge Tax Advisors LLC provides strategic tax planning and coordination. We do not provide legal or investment advice. Strategies are subject to IRS rules and individual eligibility.