TAX STRATEGY

Keep More of What You Earn. Legally.

Tax optimization aligned with your legal structure and revenue model — not generic advice from someone who has never seen your operating agreement.

LL.M. TaxationCircular 230 QualifiedFormer PwC Silicon Valley
THE PROBLEM

This is costing you.

Most business owners do not realize how much they are losing until someone maps it out.

01

Your CPA Only Does Compliance

Your accountant files returns but never proactively plans. Filing is not strategy — and the difference costs you every year.

02

S-Corp Compensation Guesswork

Reasonable compensation set arbitrarily without legal or tax analysis. The IRS has a formula, and they enforce it.

03

Deductions You Are Missing

You do not know what you can deduct because your advisor does not understand your legal agreements. Your contracts determine your deductions.

04

Tax and Legal Out of Sync

Entity elections that conflict with operating agreements. Compensation structures that ignore contract terms. Two advisors pulling in opposite directions.

HOW WE SOLVE THIS

A better approach.

Integrated legal and tax strategy — not isolated advice from two different advisors.

Compensation & Deduction Strategy

Optimized pay structures and expense planning aligned with your entity type.

  • S-Corp compensation strategy
  • Deduction and expense planning

Structure-Aligned Tax Review

Tax analysis that accounts for your legal agreements, not just your returns.

  • Tax review of business operations and agreements
  • Multi-entity and pass-through alignment

Ongoing Legal-Tax Advisory

Quarterly check-ins that adapt your strategy as your business evolves.

  • Ongoing legal-tax advisory
  • Quarterly strategy adjustments
  • Proactive election and filing optimization
THE PROCESS

How it works.

A structured, transparent process from first contact to delivered results.

01
01 // REVIEW

Tax Position Analysis

We review your current tax filings, entity elections, and legal agreements to identify every misalignment and missed opportunity.

02
02 // DESIGN

Integrated Tax Strategy

We build a tax plan that works with your legal structure — compensation, deductions, elections, and pass-through treatment all aligned.

03
03 // ADVISE

Quarterly Advisory

Ongoing check-ins ensure your strategy adapts to revenue changes, new entities, regulatory shifts, and business milestones.

BY THE NUMBERS

Results speak.

Measurable outcomes from real client engagements.

$1.2M+Client Tax Savings

Cumulative reductions through strategic planning

35%Avg. Rate Reduction

For clients transitioning from compliance-only advisors

150+Tax Reviews Completed

Across S-Corps, LLCs, and multi-entity structures

4xROI on Advisory

Average return on tax strategy engagement costs

GET STARTED

Ready to take action?

Submit an inquiry outlining your needs. Engagements are selective and handled directly by Delina Yasmeh, Esq.

SCHEDULE

Submit an inquiry to get started