TAX PLANNING
Know the tax impact
before it is permanent.
EBMG helps established business owners evaluate the tax consequences of income, transactions, timing, and business decisions while there are still choices to make.
HOW WE APPROACH TAX STRATEGY
Tax planning belongs before filing season.
A return records what already happened. Planning moves the conversation earlier so the tax consequences can be considered while the owner still has meaningful options.
TAX PLANNING
See what the decision may create.
Evaluate income, timing, entity structure, transactions, and other significant events before the facts are fixed.
TAX MITIGATION
Use appropriate strategies while they are available.
Implement compliant strategies that fit the business, the owner’s circumstances, and the larger financial picture.
TAX OPINION LETTERS
Support significant positions with analysis.
When warranted, document the relevant facts, authority, reasoning, and risk behind an important tax position.
WHAT YOU GAIN
More time gives you more control.
PREPARED
Know what may be coming.
Anticipate tax exposure and cash requirements early enough to prepare for them.
INFORMED
Understand the tradeoffs.
See how timing, structure, and execution may affect both the tax result and the business.
CONFIDENT
Know why the strategy makes sense.
Understand the reasoning behind the recommendation before you act.
WHO WE SERVE
For business owners whose tax decisions happen throughout the year.
EBMG serves business owners generating at least $500,000 in annual revenue whose entities, income, transactions, or operations create tax questions that should be addressed proactively.
ENTERTAINERS
Artist-owned businesses with multiple revenue streams, intellectual property, touring income, business entities, and changing income patterns.
ATHLETES
Athlete-owned businesses dealing with concentrated earning years, endorsements, ventures, multi-state activity, and significant transactions.
MED SPA OWNERS
Med spa owners whose rapid growth, equipment decisions, hiring, expansion, and profitability can create meaningful tax consequences.
PRIVATE PRACTICE PHYSICIANS
Physician owners navigating business income, entity decisions, ownership interests, and practice growth.
WHEN TIMING MATTERS
A tax problem often begins before the return is prepared.
Artists
The Touring Year: income in bursts
A recording artist and actor earned $1.4 million across an advance, a tour and residuals, with nothing withheld and fourteen states to answer to.
Athletes
The signing bonus sourced correctly
A veteran signed a four year deal carrying a $12 million signing bonus. The saving came from three sentences in the contract and the date he read them.
Medical Professionals
The year the practice stopped overpaying
A four physician group paid $418,000 of federal tax on $1.6 million of profit with no plan behind the number. The plan, not the number, was the problem.
HOW IT WORKS
Use the answer while it can still affect the outcome.
FAQS
Before you wait until filing season.
Who qualifies for Tax Planning?
EBMG serves business owners generating at least $500,000 in annual revenue whose circumstances justify proactive planning.
How is Tax Planning different from Tax Preparation?
Tax Preparation reports what has already happened. Tax Planning addresses decisions that can still be influenced.
When should planning begin?
Before a significant transaction or business decision whenever possible. Timing can determine which strategies remain available.
Does planning guarantee lower taxes?
No. The goal is to identify appropriate options, understand their consequences, and make informed decisions within applicable tax law.
Can EBMG work with my existing preparer?
Yes. EBMG can provide planning while another professional prepares the returns when responsibilities are clearly defined.
When might I need a Tax Opinion Letter?
When an important tax position warrants formal written analysis of the facts, authority, reasoning, and relevant risk.
TAX PLANNING
Bring tax into the decision
while it is still yours.
Know the consequences early enough to plan for them.
Take the Free Tax Planning Check- No obligation
- 30-minute call
- Focused on your goals