Tax Strategy & Proactive Planning for Business Owners

You made the money.
Your accountant filed it.
Nobody reduced it.

Profitable LLCs overpay by $10,000–$30,000 a year — not from bad decisions, from missing ones. No S-corp election. No retirement plan. No accountable plan. No one built the strategy. Stan Advisors builds it.

$8K–$20K
Self-employment tax eliminated annually when an LLC elects S-corp status and separates salary from distributions. Year one. Every year after that.
Entity Planning
$69,000
Maximum Solo 401(k) contribution sheltered from federal tax each year — compounding for you instead of funding the IRS.
Retirement Planning
Dec 31
Every S-corp election, retirement plan, and accountable plan decision closes on this date. Not April. Not extension day. December 31.
Planning Calendar
The $20,000 Conversation Nobody Had

Filing accurately
is not the same as
planning correctly.

There is a conversation that should happen in March, June, and October — about your entity structure, your S-corp election, your retirement plan, your accountable plan, and your compensation design. That conversation determines your tax bill. Most business owners never have it because their accountant is optimized for filing, not planning.

By the time documents arrive in February, every decision that could have reduced last year's bill is gone. The S-corp election. The retirement contribution. The accountable plan reimbursements. Stan Advisors operates before December 31 — when those decisions can still be made. That is the only time they matter.

How We Work
“A profitable LLC with no S-corp election writes a check to the IRS for $8,000–$12,000 every year that it doesn't owe. That is not a tax problem. That is an advice problem.”
Stan, Principal, Stan Advisors
Do You Recognize Yourself?

Does any of this
describe your situation
right now?

I

LLC Profit. No S-Corp. Full SE Tax.

If you cleared $50,000 or more on Schedule C, you paid self-employment tax on every dollar of it — 15.3% on the first $160,000. The S-corp election separates salary from distributions and eliminates SE tax on the distribution portion. For a $200,000 LLC, that is $12,000–$15,000 back in your pocket. Recurring. Every year.

II

Profitable Business. No Retirement Plan.

A Solo 401(k) shelters up to $69,000 from federal tax annually. A cash balance plan can shelter $100,000 to $300,000+ depending on age and income. If you are running a profitable business without one, that income is being taxed at your highest marginal rate when it could be compounding untouched for decades.

III

Business Expenses Paid from Personal Accounts.

Home office, vehicle, phone, equipment, professional development — if you are absorbing these personally without a documented accountable plan, you are paying income tax on money you already spent on the business. The accountable plan is a one-time setup. The tax savings are permanent.

IV

Revenue Grew. Structure Stayed the Same.

The LLC that made sense at $80,000 is rarely the right structure at $300,000. As revenue scales, compensation design, multi-entity arrangements, and S-corp timing create separation that compounds over time. If nobody has reviewed your structure since year one, it is almost certainly costing you.

V

High W-2. Maxed 401(k). Nothing Else Done.

Physicians, attorneys, and executives with $300,000+ W-2 income who have maxed their employer 401(k) often assume the conversation ends there. Backdoor Roth, HSA optimization, deferred compensation timing, and any side business entity structuring each add a layer of relief. The 401(k) is the beginning, not the end.

VI

Investment Property. Never Heard of Cost Segregation.

Cost segregation studies reclassify building components into 5, 7, and 15-year depreciation schedules — generating first-year deductions that straight-line depreciation spreads across 27.5 or 39 years. On a $1M property, the first-year impact can exceed $100,000 in additional deductions. If your advisor has never raised this, the conversation is overdue.

What We Do

Three disciplines.
One advisor.
One strategy.

I

Tax Strategy

S-corp elections. Accountable plans. Retirement plan selection. QBI optimization. Real estate depreciation. Year-round planning that happens before December 31 — when your options are still open.

Explore Tax Strategy
II

Business Advisory

Entity design. Exit and succession planning. Liquidity event preparation. Wealth positioning for business owners navigating significant financial transitions — with tax and financial structure analyzed as one picture.

Explore Advisory
III

Accounting & Payroll

Monthly bookkeeping, payroll processing, and tax compliance — done with the precision that a real strategy requires. Clean books aren't a commodity here. They're what makes everything else possible.

View All Services
“Every business owner I’ve worked with was profitable. Every one of them was overpaying. Not because they did something wrong — because no one had ever sat down and built them a plan. Filing a return is not the same thing as building a strategy. I do the second thing.”
Two Ways to Start

Find out what you're
actually leaving on the table.

Right fit: Business owners and professionals with $50,000+ in annual net profit or personal income who have never had a proactive tax planning conversation — or who suspect their current advisor is leaving money on the table.

Free · 20-25 Minutes

Discovery Call

15 minutes. Direct call with Stan. He reviews your entity, your income, and your current setup — and tells you whether there is a material opportunity and what it is worth. No pitch. If there is nothing meaningful to find, he will say so.

Schedule Now — It's Free

Not sure which fits? Send a message — we'll point you in the right direction.