Service
Tax planning for business owners, see the impact before you act.
Most tax conversations happen after the year is over, when it's too late to do much about it. Tax planning for business owners works the other way: we bring the tax impact into the decision before you make it, and coordinate with your CPA so nothing falls through the cracks.
What is tax-aware planning?
Tax-aware planning evaluates the tax impact of major decisions around retirement income, investment accounts, charitable giving, and business-owner moves, before you make them, then coordinates with your CPA so the strategy holds together. It's proactive, not a once-a-year reaction at filing time. We plan around taxes; we don't prepare returns or provide tax advice.
The problem
By the time your CPA prepares the return, the year is already closed, and most of the moves that could have helped are off the table. Taxes are the single biggest drag on most plans, yet they're usually handled once a year, in the rearview mirror. The savings live in the decisions you make before April, not the ones you report after it.
Who it's for
High-income business owners, exiting owners, and individuals and families managing the taxes on retirement income.
What's included
What we do, and what it gets you.
Nothing here is filler. This is what we handle, and what each part does for your plan.
Decision support before major moves
The tax impact is in view before you act, not discovered next April.
Account location and asset placement
What's held where is arranged to keep more of your return after taxes.
Retirement-income sequencing
Withdrawals ordered to manage taxes across retirement, not just one year.
Charitable and giving strategies
Giving structured to do more for the causes you care about and your tax bill.
Business-owner and exit coordination
Compensation, entity, and sale decisions modeled for what you actually keep, with your CPA.
Why Boston Integrity
We connect our process to the rest of your financial life, and, for owners, to your business. We coordinate with your CPA and attorney, and our work is built around advice, not gathering assets to manage.
Plainly put
We plan around taxes. We don't provide tax advice or prepare returns. We coordinate with your CPA.
Questions
Frequently asked.
No. We don't prepare returns or give tax advice. We plan around taxes and coordinate with your CPA so the bigger decisions are made with the tax impact in view.
See where you stand.
Book a 20-minute intro call. We'll talk through where you are and how this fits your bigger picture.
No pressure, no obligation. Just a clear next step.