Tax Service for BUSINESSES
Tax Solutions for Businesses That Actually Move the Needle
Heirloom Tax Solutions helps business owners, practices, and entrepreneurs legally reduce taxes, increase cash flow, and support long-term growth with proactive, strategy-first planning.
Who We Serve
We work best with businesses that are past the startup stage and serious about optimization, including:
Professional practices (doctors, dentists, attorneys, consultants)
Closely held businesses and family-owned companies
Real estate and development businesses
High-margin service firms and agencies
Business owners planning a future sale or transition
If taxes feel like a painful cost instead of a managed line item, you’re in the right place.
What We Do for Businesses
Income Tax Preparation and Planning
Let us take your tax deadline headaches away and manage all of that for you so you can get back to running your business. We actually like doing taxes so you don't have to.
Bookkeeping
Your books contain valuable information to help you run your business, so it's important that your bookkeeping is accurate and up-to-date.
Quickbooks Setup & Maintenance
With our Quickbooks knowledge, we help you speed through your learning curve so you can be productive fast. We tailor a training session to your exact needs.
Comprehensive Business Tax Strategy & Planning
We go beyond compliance. We map out multi-year tax strategies to match your growth, income goals, and exit plans.
Entity Structure & Optimization
S-corp, partnership, C-corp, multi-entity setups—we analyze whether your current structure is helping or hurting you, and recommend changes where appropriate.
Tax-Efficient Compensation & Profit Distribution
We help you balance salary, distributions, and benefits to minimize overall tax drag while supporting retirement and wealth-building.
Tax Credits, Deductions & Incentives
We help identify and coordinate advanced strategies and opportunities, including things like:
Depreciation and bonus depreciation strategies
Section 179 and cost segregation (where appropriate)
Credits for qualified activities (R&D, energy, and more, when applicable)
Transaction & Exit Tax Planning
If you’re planning to sell or transition your business, we help you structure the deal to reduce taxable gain and coordinate with your broader wealth and estate plan.
Integrated Wealth & Tax Coordination
Because Heirloom Tax Solutions sits inside Heirloom Wealth Management’s ecosystem, your business tax strategy, personal wealth strategy, and retirement plan can finally talk to one another.
Example Business Tax Wins
Without naming names, here are the kinds of improvements we routinely see:
A professional practice reduced its total tax burden by low six figures annually through entity restructuring and compensation planning.
A closely held business owner preparing for sale restructured ahead of time, saving hundreds of thousands in capital gains taxes.
A multi-entity owner simplified and optimized their structure, improving cash flow and reducing audit risk at the same time.
These are not gimmicks. They’re the result of intentional planning using tools that already exist in the tax code.
How We Work With Business Owners
Initial Review (Complimentary)
We look at your last 1–3 years of returns, entity structure, and compensation to identify obvious opportunities and red flags.
Strategy Blueprint
You receive a high-level tax strategy blueprint: where you’re leaking, what can be changed, and what impact it could have.
Implementation & Coordination
If you move forward, we coordinate entity changes, elections, and strategy implementation, and work with your existing advisors—or act as your core tax team.
Ongoing Support
Tax isn’t a once-a-year issue. We monitor changes, adjust strategies, and keep your business aligned with your long-term goals.
Why Your Business Tax Strategy Needs an Upgrade
Most businesses don’t fail because of revenue. They stall because of leaks—and taxes are often the biggest one.
If you’re profitable but feel like you’re working for the IRS, you’re not alone. Many of the business owners we meet:
Are overpaying due to reactive, once-a-year filing
Don’t fully understand how their entity structure impacts their tax bill
Miss out on deductions, credits, and advanced strategies simply because no one’s ever walked them through what’s possible
Heirloom Tax Solutions exists to fix that.
Why Work With Heirloom Tax Solutions?
Specialized tax focus with real-world strategy, not just form filing
Integrated with Heirloom Wealth Management for a holistic approach
Designed for businesses who are serious about optimizing their financial ecosystem...
not just “getting their taxes done”
We’re here to help.
Ready to dive in?
Stop Letting Taxes Eat Your Margin
If your business is healthy but your after-tax cash flow doesn’t reflect it, it’s time for a better strategy.