Professional Services Tax Strategy
Law firms, consultants, agencies — your profit deserves a plan.
For attorneys, consultants, marketing and creative agencies, architects, and other professional-services owners. Entity structure, owner compensation, and proactive planning tuned to how your firm actually earns.
Sound familiar?
If any of this is you, you’re in the right place
- Your income is lumpy — big months and lean ones — and estimated taxes are a guessing game.
- You’re an attorney, consultant, or agency owner whose entity and comp were never set up deliberately.
- You’re near or over the QBI income thresholds and no one has explained what that means for you.
- Partner or multi-owner distributions aren’t structured to be tax-efficient.
- Your books are perpetually behind, so any planning is built on stale numbers.
What we do for you
What working with us includes
Entity & owner compensation
PLLC/S-corp structure and a defensible salary-vs-distribution split for law firms, consultancies, and agencies.
QBI optimization
Specified-service businesses face QBI phaseouts — we plan around the thresholds where it’s possible.
Partner & multi-owner planning
Distribution and K-1 strategy for firms with more than one owner.
Estimated-tax management
We smooth out lumpy income into a plan so quarterly payments stop being a guess.
Bookkeeping & advisory
Clean, current books feeding real-time planning and CFO-level guidance.
How it works
Simple to start
Tell us your situation
A quick, secure intake — the basics and the one thing that’s been nagging you.
We review & document
We assess where you stand and write down the legitimate options available to you.
We stay ahead of it
Proactive, year-round advisory — we reach out before deadlines, not after.
Questions
Straight answers
I run a law firm — does the QBI deduction even apply to me?
Law, consulting, and similar “specified service” businesses face income-based QBI phaseouts. Whether you qualify depends on your taxable income, and there are sometimes ways to plan around the thresholds. We assess it specifically for your firm.
My income swings a lot year to year. How do you handle that?
We project across the year and adjust estimated payments as the picture changes, so a big quarter doesn’t turn into an April surprise — and a slow stretch isn’t over-paid.
We have multiple partners. Can you handle the distributions?
Yes. Multi-owner firms add K-1 and distribution complexity, which is exactly where deliberate structuring and planning earn their keep.
Do you work with agencies and consultants, not just lawyers?
Absolutely — marketing and creative agencies, management and IT consultants, architects, and other professional-services owners are a core part of who we serve.
Let’s find what you’re leaving on the table
Complete the quick intake and Tim will reach out within 1–2 business days.
Get Started Today