Proactive Tax Planning for Growing Businesses and Complex Personal Wealth

Tax planning shouldn’t be a once-a-year scramble or last-minute surprise. We work with service and trades businesses whose growth has made taxes more complex and more consequential.

Our proactive planning helps you:

• Choose and optimize the right entity structure as the business evolves
• Time major purchases, investments, and compensation decisions
• Manage estimates with confidence instead of guesswork

For founders building both a business and personal wealth, we ensure tax strategy connects the two so growth is supported, not penalized.

As personal wealth grows, tax strategy requires more coordination and foresight. We support individuals with layered income, investments, and long-term planning needs.

Our work often includes:

• Multi-state filings and residency considerations
• Real estate, trusts, and generational planning
• Equity compensation, AMT exposure, and alternative investments

For many founders, personal and business decisions overlap. We help bridge both sides of the balance sheet so strategy stays aligned.

An IRS notice doesn’t need to derail your focus or create panic. We step in quickly and handle communication on your behalf, keeping issues contained.

Our team provides:

• IRS audit defense and representation
• Resolution of notices, disputes, and compliance issues
• Clear guidance so you understand what’s happening and what comes next

Whether you’re a business owner navigating payroll tax questions or an individual with complex holdings, we protect your time and keep issues contained.

Strong tax outcomes don’t happen in isolation. They’re built on accurate numbers and forward-looking decisions.

MASCPA connects tax planning with:

• Bookkeeping that provides reliable, timely data
• Fractional CFO support for cash flow, forecasting, and strategy
• Ongoing planning that ties everything together

This integrated approach ensures your numbers aren’t just reported. They’re used to support growth, protect wealth, and align decisions with where you’re going next, not where you’ve been.