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Proactive Tax Planning
The best tax moves expire on December 31. Planning is what happens before then.
By the time a return is being prepared, roughly ninety percent of the outcome is already locked in. The entity structure you operated under, the timing of your equipment purchases, how you paid yourself, whether you funded a retirement plan: these decisions set your tax bill months before any form gets filed. Owners who only talk to their accountant in spring are not doing tax planning. They are doing tax archaeology, and it reliably costs them.
Tax planning at Integris Accounting is a standing discipline, not a December scramble. Edgar Gomez pairs a Master of Science in Taxation with two decades of practice, and we apply that depth through mid-year and fall projections, entity and compensation reviews, and concrete recommendations with deadlines attached. We model choices like an S-corporation election, Section 179 versus bonus depreciation timing, and retirement plan funding against your actual numbers, then track execution so the strategy leaves the whiteboard.
Who this is for
Planning delivers the most for profitable owner-operated companies in Miami-Dade, Broward, and Palm Beach: contractors deciding when to buy equipment, medical and dental practices with strong margins, law firms managing partner draws, transportation companies with heavy asset cycles, and real estate investors sequencing acquisitions. If your business clears healthy profits and your only tax conversation happens at filing time, you are almost certainly leaving money on the table.
Why clients choose this
- A lower tax bill you can see coming
- Strategy decided in June, not discovered in April
- Major purchases timed for maximum deduction
- Owner pay structured deliberately, not by default
- Written plans with deadlines, not vague advice
Ready to get started?
The savings window for this year is already narrowing. Call (305) 497-0552 to schedule a planning session.
Schedule a strategy sessionWhat's included
What you get
Multi-scenario projections
We forecast your liability under different income and spending scenarios during the year, so decisions are made with the tax consequence already visible.
Entity and election review
We periodically test whether your current structure still fits, including whether an S-corporation election or restructuring would meaningfully change your total tax picture.
Compensation and distribution strategy
For pass-through owners, we plan the mix of salary and distributions to balance tax efficiency against reasonable compensation requirements.
Purchase and depreciation timing
Equipment, vehicles, and property decisions are mapped against Section 179 and depreciation rules so major spending lands in the right tax year.
Retirement plan design
We evaluate options from SEP and SIMPLE arrangements to 401(k) plans, matching contribution power to your cash flow and goals.
Quarterly estimate management
Estimated payments are recalculated as the year unfolds, keeping you penalty-free without overpaying into a refund you cannot use.
How it works
The engagement, step by step
Step
Baseline analysis
We study your last two returns, current structure, and year-to-date results to identify where tax is leaking today.
Step
Strategy session
We present specific opportunities, quantify the estimated impact of each, and agree on which moves you will make and when.
Step
Mid-year checkpoint
Projections get refreshed against actual performance, estimates are adjusted, and the plan is corrected while months remain.
Step
Year-end execution
Before December closes, we confirm every planned move happened and capture any late opportunities the fourth quarter created.
FAQ
Tax Planning, common questions
How much can tax planning actually save?
It depends entirely on your facts, which is why we refuse to advertise a number. What we can say is that profitable businesses that have never had structured planning usually have several untouched opportunities, from entity elections to retirement design, and we quantify each one before you commit to anything.
Is this only worthwhile at year-end?
The opposite. Year-end is when options run out. Retirement plans have setup deadlines, equipment must be placed in service before December 31, and election windows close early in the year. Starting in the first or second quarter gives every strategy room to work.
Does planning increase my audit risk?
No. We work strictly within established law, using elections, deductions, and timing rules Congress wrote intentionally. Documented, defensible positions prepared by a credentialed CPA generally reduce your exposure compared with aggressive guesswork or unsupported deductions on a self-prepared return.
Do I need you to prepare my returns too?
It is not required, but the combination is stronger. When the planner also prepares the filing, every strategy is implemented exactly as designed, with no translation loss between advisors. Most planning clients move their preparation to us within a year for that reason.
Related services
Let's talk about tax planning
One conversation with a CPA who knows your industry can change the trajectory of your year. Schedule a strategy session, bring your questions, your last return, and thirty minutes.