Attorneys & law firms
State Bar rules limit how a practice can be organised, partner income arrives on a K-1 with its own self-employment treatment, and contingency years arrive in lumps. The one industry page we have written in full.
Learn moreIndustries we serve
The planning is the same. What it applies to is not.
Every business pays tax on profit, but where the profit hides, when it lands, and which elections are worth making changes a lot by industry. These are the ones we see most. If yours is not listed it is still worth a conversation.
Book Your Free ConsultationWhere we spend most of our time
A sample of the businesses we plan for, and the questions that come up first in each.
Advertising & creative agencies
Project revenue recognised unevenly, contractor versus employee classification, and owner compensation that has usually drifted away from what the entity structure assumes.
Real estate & investors
Depreciation and cost segregation, passive activity limits, 1031 timing, and the question of which entity should hold which property before the next purchase.
Healthcare & medical practices
Physician, dental and veterinary practices where the pass-through deduction phases out at higher income, retirement plan design does the heavy lifting, and partner buy-ins need modelling before they are signed.
Professional practices
Consulting, engineering and other licensed practices with owner income above what the entity structure assumes, and profit that would reward a real compensation and retirement review.
Construction & trades
Percentage-of-completion versus completed-contract, equipment purchases timed against Section 179 and bonus depreciation, and multi-state work that quietly creates filing obligations.
Tech founders
Equity compensation and QSBS, R&D credits, entity choice before a raise, and multi-state payroll exposure the moment you hire outside California.
E-commerce & retail
Inventory accounting method, economic nexus across states after a good year, and marketplace facilitator rules that change what you actually owe.
Why the industry matters
A generic tax plan optimises the things every business shares: entity type, owner salary, a retirement plan. That is real money, and most owners have never had even that much done deliberately.
The larger numbers usually sit in the parts that are specific to how your business earns. A contractor's equipment calendar, a practice's buy-in, an investor's depreciation schedule, an agency's contractor mix. Those are the decisions that need to be made before the year closes, and they are the reason a plan written from a template tends to underdeliver.
We do not claim deep specialisation in every field. We do ask enough questions to find where your industry changes the maths, and we say so plainly when your situation needs someone more specialised than us.
Tell us how your business actually earns.
Book a consultation. We will look at where your industry changes the maths, and give you an honest read on what planning could be worth.
Book Your Free Consultation No pressure, no obligation. Just clarity.Questions we hear most.
01Do you only work with these industries?+
No. The list is where we spend most of our time, not a set of requirements. The core planning work - entity structure, owner compensation, retirement design, and timing - applies to any profitable business. Start with a consultation and we will tell you honestly whether your situation is one we can help with.
02My industry is not listed. Is that a problem?+
Not usually. It only becomes one where an industry has genuinely unusual rules and you need someone who works in it daily. If that is your situation we will say so rather than learn on your return.
03Do you have a page for my industry?+
Only attorneys and law firms so far, because that is where the rules diverge furthest from general advice. The others are covered in the planning work itself rather than in a written page.
04Does the industry change what an engagement costs?+
Complexity does, more than industry. Multiple entities, multi-state filings, and inventory or property schedules take more work than a single-state service business. Scope and fee are quoted before any work begins.