Most owners earning $300K or more file a return that is accurate and still costs too much. A strategy session is where that changes. Thirty minutes, no cost, and a straight answer on what is worth a closer look before December 31.
Your preparer's job is to report what happened, accurately. That job matters. But nobody is usually paid to design what happens next, so most owners only ever get the first one.
Every situation is different, and not every item applies to you. These are the areas the session screens.
An LLC, an S corp election, or a holding structure that made sense at one revenue level may not fit the next. Many owners set it up once and never revisit it.
How you pay yourself, reasonable salary versus distributions, accountable plans, and hiring family for legitimate work can all change the math.
Plan design for owners can go well beyond a basic 401(k). Several options must be in place by year end to count.
A cost segregation study or the right short-term rental setup may offset income, depending on your facts. A look-back study can catch up past years without amending.
Businesses that build or improve products, processes or software often never claim it. Failed attempts can count too.
Charitable giving, income and expense timing, and equipment purchases work best when they are planned before December 31, not discovered in April.
Answer four quick questions and pick a time. No documents needed for the first call.
Income, entities, property, and what your team works on. We tell you plainly what is worth a closer look.
If a full Tax Position Review makes sense, we scope it with you and coordinate with your CPA. If it does not, you leave with a clearer picture anyway.
Many strategies only count if they are in place by year end. Once the calendar turns, most of them wait a full year. The window between now and Thanksgiving is when there is still time to act without rushing.
Book before year endWe will say so on the call if it is not a fit. That saves both of us time.
Ron James
Founder, Opscale Partners
Ron led roughly 300 H&R Block offices, served as SVP at a specialty tax credit firm, and now runs Opscale Partners, a fractional COO and tax strategy practice for founder-led businesses. He has seen what happens when owners file on autopilot, and what changes when someone plans the year on purpose.
Opscale Partners works as the quarterback: we design the plan and coordinate the specialists who carry it out, alongside the CPA you already trust.
Four quick questions, then pick a time that works for you.
Yes. The 30-minute session costs nothing and there is no obligation. If a deeper Tax Position Review would help, we will explain what it involves and what it costs, and you decide.
No. We are strategists, not preparers. Your CPA keeps preparing and filing your return. We work alongside them, and the best outcomes come when everyone is at the same table.
Nothing for the first call. A rough sense of your income, the entities you own, and any real estate is plenty. If we go further, we will tell you exactly what to pull.
Not on the first call, and we will not promise a number. Results depend on your facts and on a full review. What we will tell you is where we see opportunity worth investigating.
Possibly. W-2 income has rules about what it can and cannot offset, but high earners with rental property, a side business, or equity compensation often have more options than they think.
