SAVVY TAX STRATEGIES · ADVISORY DIVISION

 SavvyTax

Proactive Strategy. Stop Overpaying. EA On Speed Dial.

Most business owners overpay taxes every year — not because they cheat, but because nobody planned. SavvyTax fixes that.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

 SavvyBooks

Clean Books. Clear Picture. Confident Decisions.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

BUILT FOR

S-Corp & LLC owners

Tired of reactive tax prep

Paying too much in taxes

Wants a real tax strategy

WHAT'S INCLUDED

Business Tax Preparation

  • $
    S-Corp, LLC & sole prop returns
  • $
    Schedule C, E & K-1 handling
  • $
    Multi-state filing if needed
  • $
    Prior year amended returns

Personal Tax Return

  • $
    Individual Form 1040 preparation
  • $
    Investment & rental income
  • $
    Coordination with business return
  • $
    Maximize personal deductions

Proactive Tax Planning

  • $
    Year-round strategy sessions
  • $
    Deduction identification & timing
  • $
    Tax projection modeling
  • $
    Written tax plan delivered annually 

Profit First Oversight

  • $
    Reasonable salary analysis
  • $
    Form 2553 filing & guidance
  • $
    Payroll setup for owner-employee
  • $
    SE tax savings calculation

Clean Books Guarantee

  • $
    Q1–Q4 estimate calculations
  • $
    Safe harbor analysis
  • $
    Payment scheduling & reminders
  • $
    Mid-year projection updates

Tax Coordination

  • $
    LLC vs S-Corp vs C-Corp analysis
  • $
     Multi-entity strategy review
  • $
    State registration guidance
  • $
    Restructuring recommendations
  • Enrolled Agent credential — highest IRS designation
  • 25 years of experience
  • Certified Tax Strategist (CTS)
  • Year-round access — not just tax season

GETTING STARTED — YOUR FIRST 90 DAYS

Weeks 1-2

Discovery & Assessment

  • $
    Tax history review (3 prior years)
  • $
    Entity structure evaluation
  • $
    Missed deduction audit
  • $
    Tax strategy opportunity map

Weeks 3-6

Strategy & Setup

  • $
    Weekly check-ins as needed
  • $
    Written tax plan delivered
  • $
    S-Corp or entity setup (if needed)
  • $
    Quarterly estimate schedule set

Weeks 7-12

Execution & Rhythm

  • $
    Bi-weekly check-ins
  • $
    Q estimate filed on schedule
  • $
    Deduction tracking launched
  • $
    Prep for first full tax year

Check-in frequency (weekly or bi-weekly) is based on your books' condition. Most clients reach full rhythm by month 3.

WHAT LANDS IN YOUR INBOX EVERY MONTH

  • Written annual tax plan
  • Year-round EA access
  • Business tax return filed
  • Mid-year tax projection update
  • Personal tax return filed
  • Entity structure review
  • Quarterly estimates calculated
  • S-Corp payroll coordination

WHERE SAVVYBOOKS FITS — SAVVY BOSS FRAMEWORK

SavvyBooks

$

SavvyController

$

SavvyTax

$

SavvyCFO

Clean books + financial visibility + a real tax strategy. That's the trifecta.

Stop overpaying.

Book a free 20-min call

meetwithsavvy.com

Savvy Tax Strategies • 208-546-0911 • meetwithsavvy.com • EA • CTS • Cash Flow Architect