Call us today: (908) 344-5122  ·  Mon–Fri, 9am–6pm ET
For Business Owners

You earned it.
Let's make sure
you keep it.

Most business owners overpay $30,000–$80,000 in taxes every year — not from bad decisions, but from a tax strategy that ends on April 15th. Taxes Served delivers year-round advisory that actually changes your number.

Claim my free Tax Savings Audit → No sales pitch. No obligation. Just real strategy.
Real client — Year 1 result
Gross business income $618,000
Tax paid before advisory $134,200
S-Corp restructure savings −$31,400
Retirement strategy savings −$14,700
Missed deductions recovered −$9,100
Total first-year savings $55,200
* Identifying details changed. Results vary.
$34K
Avg. first-year client savings
50
States served — 100% virtual
8+ yrs
Of advisory expertise
24–72hr
Advisory response time
The problem

Does any of this sound familiar?

You've built a real business. But your tax situation has gotten complicated — and your current setup isn't keeping up.

Your CPA only calls you in March
By the time tax season arrives, every major planning window has already closed. Real strategy happens in June, September, and December — not April 14th.
You have no idea what you'll owe until it's too late
No quarterly estimates. No cash flow visibility. Just a bill you didn't see coming — and an extension that just delays the surprise.
You're paying for filing, not thinking
Your current accountant is great at recording history. But tax planning is about writing the future — and that requires a different kind of engagement.
Your entity structure is costing you money
Most growing business owners are in the wrong structure. The difference between a well-optimized S-Corp and an LLC taxed as a sole prop can be $20K–$40K per year.
You're growing fast but have no financial visibility
Revenue is up — but are margins improving? Is cash flow keeping pace? Without a financial partner, you're flying blind at exactly the moment precision matters most.
Your investments and business aren't talking to each other
Real estate losses. Investment income. Business distributions. Each one affects the other — but nobody's looking at the full picture and optimizing across all of it.
The process

Three steps from overpaying
to optimized

We make it frictionless to find out exactly what you're leaving on the table — and what it would take to change it.

01
Book your free Tax Savings Audit
Fill out a short intake form. We'll review your situation before the call so we're not starting from scratch. No documents required to get started — just 20 minutes on your calendar.
→
02
We identify your specific overpayments
On the call, we walk through your real numbers and identify 2–4 concrete strategies you're missing. We put a dollar value on each one. You leave with a custom Tax Savings Summary — whether you hire us or not.
→
03
You decide if you want us to implement
No pressure. No pitch during the call. If you want Taxes Served to execute the strategy, we'll send a proposal within 24 hours. If you just want the audit insights, those are yours to keep.
Who we serve

Built for owners who are serious about strategy

Our advisory model is designed for business owners, not general tax filers. Here's what we typically find — and fix — for each type of client.

S-Corporations are the most powerful tax structure for business owners — but only if they're set up and managed correctly. Most owners leave the biggest benefits on the table.

✕
Salary set too high — effectively paying SE tax on distributions that should be tax-free
✕
No Solo 401(k) or defined benefit plan — missing $60K–$200K+ in annual deductions
✕
No quarterly planning — estimated payments are guesses, not projections
✕
Business expenses not properly categorized — meals, vehicle, home office all underutilized
✕
No exit / succession strategy — the largest wealth event in an owner's life left to chance
Get my S-Corp audit →
Typical first-year savings
$28K–$65K
For S-Corp owners at $400K–$2M revenue
S-Corp salary optimization Reduce taxable payroll → save $15K–$30K in SE tax
Retirement plan installation $60K–$230K pre-tax contribution → save $20K–$75K
Quarterly tax modeling Eliminate underpayment penalties + optimize timing

Physicians, attorneys, engineers, and finance professionals earning $250K–$1M+ have more tax leverage than almost any other taxpayer — but most never use it.

✕
No backdoor Roth strategy — contributing to a Roth directly at their income level isn't allowed
✕
Not maximizing deferred compensation timing — when you take income matters as much as how much
✕
SALT cap costing $15K–$30K with no workaround strategy in place
✕
Side practice or 1099 income not structured — paying SE tax when they don't need to
✕
Investment income taxed at full rates — no tax-loss harvesting or asset location strategy
Get my professional audit →
Typical first-year savings
$15K–$40K
For W-2 professionals at $300K–$900K income
Backdoor & mega-backdoor Roth Tax-free compound growth on up to $46K/yr
SALT workaround strategies Recover $8K–$25K depending on state
Side practice entity structure Eliminate SE tax on consulting / moonlighting income

Real estate investors sit on some of the most powerful tax tools available — depreciation, cost segregation, passive loss elections — but most never fully leverage them.

✕
Passive losses suspended — $50K+ in losses sitting idle instead of offsetting ordinary income
✕
No cost segregation study — leaving accelerated depreciation of $20K–$80K on the table
✕
Wrong entity structure — LLCs, S-Corps, and LPs each have different tax implications for investors
✕
1031 exchange not planned in advance — missing the window and paying full capital gains tax
✕
Not tracking real estate professional status — a critical qualification that unlocks suspended losses
Get my real estate audit →
Typical first-year savings
$20K–$55K
For investors with 3+ properties or $1M+ in real estate
Cost segregation study Accelerate $30K–$80K in deductions in year 1
Real estate professional election Unlock suspended passive losses against all income
Entity restructure for multi-property owners Reduce liability and optimize each property's tax treatment
Client results

What changes when you stop filing
and start planning

These are real client outcomes. Names and some details changed for privacy.

"I'd been working with the same CPA for 11 years. After one conversation with Taxes Served, I found out I'd been paying an extra $34,000 a year in SE tax that I never needed to. The S-Corp restructure alone paid for three years of advisory."
DR
David R.
Owner, Dental Practice — Atlanta, GA
$34,100 saved in year 1
"As a physician, I always assumed my tax situation was simple — W-2, high income, not much to do. Turns out I had four different strategies available that my old CPA never mentioned. I now have a Roth IRA I wasn't supposed to be able to contribute to, plus $22K less in taxes this year."
SM
Simone M., MD
Hospitalist — Charlotte, NC
$22,400 saved in year 1
"I own six rental properties and had a stack of passive losses I thought were useless. Taxes Served figured out how to unlock $68,000 in suspended losses against my business income. That was a $24,000 tax bill that just disappeared."
TK
Thomas K.
Real estate investor & consultant — Houston, TX
$24,000 recovered in year 1
Taxes Served professional advisory team
Your advisory team
8+
Years of advisory
About us

We built Taxes Served because high earners deserve real strategy

Most accounting firms are built around compliance — getting returns filed correctly and on time. That's table stakes. What they're not built for is the kind of proactive, year-round planning that actually moves the needle for business owners.

Taxes Served was founded to change that. We work with a select number of clients at a time so that every engagement gets the strategic attention it deserves — not a form letter and a signature page in March.

Tax advisory and preparation for 500+ business owners nationwide
Based in Hoboken, NJ — serving clients in all 50 states, 100% virtually
Specializing in S-Corps, multi-entity structures, and high-income tax strategy
Average client relationship: 4+ years — this is a long-term partnership, not a transaction
Advisory pricing is fixed — you always know what you'll pay before you pay it
Advisory plans

Transparent pricing.
No billing surprises.

Every plan is a fixed annual fee — see the full breakdown of tiers, features, and pricing on our dedicated advisory pricing page.

View advisory pricing →
Common questions

Everything you're wondering
before you book


What exactly is a Tax Savings Audit? +
It's a free 20-minute call where we review your specific income, entity structure, and current tax strategy — and identify the concrete dollar amounts you're overpaying. You'll receive a written Tax Savings Summary after the call regardless of whether you hire us. We do this because we'd rather demonstrate our value than describe it.
I already have a CPA. Why do I need this? +
Most CPAs are excellent at compliance — preparing accurate returns and keeping you out of trouble. That's not the same as tax planning. Planning is proactive: it involves restructuring, timing, and strategy throughout the year. Many of our clients kept their existing CPA for filing and brought us in specifically for advisory strategy. Some switch entirely. We'll be straightforward with you about what makes sense for your situation.
How much can I realistically expect to save? +
It varies significantly based on your income, structure, and current strategy. Business owners earning $400K–$2M typically save $20,000–$65,000 in year one, particularly if they're in an unoptimized entity structure or haven't set up a retirement plan. High-earning W-2 professionals in the $300K–$800K range typically see $12,000–$40,000 in year-one improvements. The Tax Savings Audit will give you a specific number before you commit to anything.
Do you work with clients outside New Jersey? +
Yes — 100% of our advisory work is done virtually. We work with business owners in all 50 states. Our clients are in Atlanta, Houston, Los Angeles, Chicago, Miami, and everywhere in between. Location has never been a barrier for great tax strategy.
What's the difference between tax prep and tax planning? +
Tax preparation is recording what happened. Tax planning is changing what will happen. Preparation looks backward; planning looks forward. A tax preparer files your return accurately. A tax planner works with you in May to restructure your salary, set up a retirement plan, and time a business purchase so that your March return shows a fraction of what it would have otherwise. We do both — but the planning is where the value is.
How do I switch from my current accountant? +
We handle the transition entirely. Once you sign on, we'll request your prior-year returns and any relevant documentation directly from your current provider. Most clients find the switch takes less than a week of their time. We've done this hundreds of times and there are no awkward conversations — it's a completely standard professional transition.
When should I start tax planning? +
Now — regardless of what time of year you're reading this. The best planning windows are Q2 and Q3 (April–September), when most major moves — retirement contributions, salary adjustments, entity restructuring, and estimated payments — can still be made for the current tax year. That said, even October and November offer meaningful opportunities. The only time that's truly too late is April 16th of the year you're planning for.
What do I need to prepare for the audit call? +
Nothing mandatory. We'll send you an intake form after you book that asks for your income range, entity type, and biggest tax concerns. If you have last year's return handy, great — but it's not required. The call is designed to be a conversation, not a document review. Bring your questions and we'll take it from there.

Find out exactly what you're leaving behind

Book your free 20-minute Tax Savings Audit. We'll identify your specific overpayments, put a dollar value on each one, and send you a written summary — no obligation, no pitch.