Tax Strategy for Individuals & Business

Unlock Your Financial Potential.

Smarter Tax Strategies, Fewer Surprises

Lower taxes don’t come from last-minute scramble, they come from year-round strategy. We help business owners, partnerships, and high-net-worth individuals turn tax rules into practical, defensible advantages. The result? Fewer surprises, cleaner books, and a plan you actually understand and can execute.

Tax Strategies for Businesses

Entity Structure & Owner Compensation

We evaluate whether your current structure still fits your goals and align compensation and distributions accordingly.

Quarterly Projections & Estimated Taxes

No more “hope it works out” payments. We project income, model scenarios, and set a smart estimated-tax cadence.

Accounting Method
& Timing

Cash vs. accrual, revenue recognition, and timing of expenses can all affect your liability. We optimize within the rules you must follow.

Depreciation & Capitalization

From Section 179 to bonus depreciation, we map an asset strategy that balances present-day benefit with long-term plans.

Credits
& Incentives

Where appropriate, we evaluate available credits and document eligibility so benefits are defensible.

Multi-State & Withholding

If you operate across state lines or issue K-1s to out-of-state owners, we help you manage exposure and filings.

Strategy for Individuals

Investment &
Real-Estate Positioning

We coordinate with your advisor to place assets tax-efficiently and plan for sales, carryovers, and passive activity rules.

Equity Compensation

ISOs, NSOs, RSUs, 83(b) elections…your choices have real consequences. We explain them in plain language before you act.

Retirement &
Education Planning

Contribution timing, catch-ups, backdoor strategies, and coordination with qualified plans.

Charitable Giving

From appreciated securities to donor-advised funds, we help align generosity with tax efficiency.

Transactions & Special Situations

Considering a business purchase, sale, or restructuring? Planning a major real-estate transaction? We model outcomes ahead of time and coordinate with your legal and financial team so filings match the intent of the deal. Our goal is simple: no surprises.

What You Receive

Our service provides you with a comprehensive financial planning strategy, documented in a detailed memo. This memo outlines specific, actionable steps and clear deadlines, ensuring you have a precise roadmap to achieve your financial goals.

Our strategy also provides you with a 12-month tax projection. This projection is not static, it incorporates advanced scenario modeling, allowing us to anticipate potential tax implications under various circumstances.

To ensure the strategy remains relevant and effective, we conduct regular check-ins throughout the year. You’ll have dedicated mid-year and year-end reviews, during which we’ll talk about your progress, analyze any changes in your financial situation or the economic landscape, and make necessary adjustments to the strategy.

Ultimately, our commitment is to provide you with consistent, crystal-clear, and actionable guidance. We translate complex financial concepts into easily understandable insights, empowering you to implement the recommendations with confidence and achieve your financial aspirations.

Start Planning

If you want fewer surprises and more control, let’s build your plan.

Partnering with Mayhew CPA significantly reduces risk and minimizes potential headaches down the line, providing you with peace of mind.

We don’t just prepare your current return, we approach every financial decision with your entire year, and your long-term financial health, in mind. This comprehensive perspective helps you make informed, smart decisions today that will strategically benefit your future and contribute to your sustained financial well-being. We also offer financial consultation, and forensic accounting & audits.

Call 919-283-1042 or fill out the contact form to schedule your consultation with Robert today.

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