You run a US-based service business doing $1M–$20M in revenue.
Your CPA Files.
We Plan.
Book Your Scale-Ready AssessmentFree diagnostic for US-based service businesses doing $1M–$20M in revenue.
Proactive tax strategy that frees cash for growth — not a year-end scramble to reduce your bill.
$105M+ in tax savings generated for service businesses — through proactive strategy, not year-end scrambles. We deploy tax strategy as a growth lever — entity optimization, leveraged structures, and quarterly planning built into a system that compounds savings year over year.
$96.2M Revenue Under Management
/ THE PROBLEM /
You're Overpaying Because Nobody's Looking Forward.
Your CPA looks backward. They file what happened last year, send you a bill, and disappear until next April. That’s compliance — not strategy.
Meanwhile, your entity structure hasn’t been reviewed since you formed the LLC. Your estimated payments are based on last year’s numbers, not this year’s trajectory. Nobody’s running the math on whether your comp structure is optimized, whether you’re leaving retirement contributions on the table, or whether your current setup even makes sense for where the business is headed.
The result: you’re paying more in taxes than you need to, and the cash that should be funding growth is going to the IRS instead.
This isn’t a CPA problem. It’s a system problem. And it doesn’t get fixed with a better accountant — it gets fixed with a financial operating system that makes tax strategy part of the design.
/ WHAT REAL TAX PLANNING LOOKS LIKE /
Tax Strategy That Compounds — Not Just Saves.
Entity Structure Optimization
Your business structure determines your tax exposure. We evaluate whether your current entity setup — LLC, S-Corp, C-Corp, or hybrid — is optimized for your revenue level, growth trajectory, and personal tax situation. When it’s wrong, every dollar you earn is taxed inefficiently.
Quarterly Tax Strategy Sessions
Tax planning isn’t an annual event. We run quarterly strategy sessions tied to your financial performance — adjusting projections, updating estimated payments, and deploying new strategies as your numbers change. The plan evolves with the business.
Reasonable Compensation Analysis
For S-Corp owners, reasonable compensation is one of the highest-impact levers available. We document and optimize your comp structure to minimize self-employment tax exposure while staying fully defensible under audit.
Retirement and Benefits Optimization
Most business owners massively underutilize retirement vehicles. We structure contributions — solo 401(k), defined benefit plans, HSAs — to maximize tax-deferred savings while aligning with your cash flow reality.
Leveraged Tax Structures
Where qualified, we deploy advanced strategies — Augusta rule, cost segregation, strategic charitable structures — with full documentation and compliance guardrails. Every strategy is mapped to your growth plan, not sold as a loophole.
/ THE CATCH /
Here's What Nobody Tells You About Tax Planning.
Tax strategy doesn’t work in isolation. It requires clean books — a chart of accounts structured for benchmarking, not just filing. It requires margin visibility — you can’t optimize what you can’t measure. And it requires a forward-looking financial model that connects your tax position to your growth plan.
Most tax planning fails because the foundation underneath it is broken. The books are months behind. The P&L doesn’t reflect reality. Revenue is growing but nobody can tell you whether it’s profitable revenue or not.
That’s why we don’t do tax planning as a standalone service. It’s Phase 2 of a system — and Phase 1 is getting your financial infrastructure right. When the data is clean and the margins are visible, tax strategy has something real to work with. That’s when it compounds.
/ HOW IT WORKS /
From First Call to Deployed Strategy.
Step 1
30-Minute Assessment Call We talk about your business, your current tax situation, and where you think the gaps are. If you’re a fit, we run the full Scale-Ready Assessment. If you’re not, we’ll tell you — no wasted time on either side.
Step 2
Quarterly Tax Strategy Sessions Tax planning isn’t an annual event. We run quarterly strategy sessions tied to your financial performance — adjusting projections, updating estimated payments, and deploying new strategies as your numbers change. The plan evolves with the business.
Step 3
Reasonable Compensation Analysis For S-Corp owners, reasonable compensation is one of the highest-impact levers available. We document and optimize your comp structure to minimize self-employment tax exposure while staying fully defensible under audit.
/ PROOF /
The Results Speak in Dollars.
$402,838
Tax liability eliminated through entity restructuring and strategic planning.
$220K+
Annual tax savings deployed for a legal services firm.
$185K+
Tax savings captured through proactive quarterly strategy.
$125K
In past overpayments recaptured through amended returns and structure corrections.
"Working with Bennett Financials fills the gap we had — a team we can rely on, with rapid-fire responses and consistent support."
Daniel Goodrich
CEO & Founder, VirtualCounsel
"With Arron's leadership, we grew from zero to $300K MRR. He's more than a fractional CFO — he's a dedicated partner who safeguards our brand and supports our growth."
Taylor Hersom
Eden Data, Chairman
/ WHO THIS IS FOR /
Is This the Right Fit?
This Is For You If:
This Is Not For You If:
/ FAQS /
Common Questions
Do you replace my CPA?
We work alongside your CPA — or we can recommend one if needed. Your CPA handles compliance and filing. We handle strategy, planning, and the financial system that makes tax planning actually work. Most of our clients keep their existing CPA for filing while we handle everything else.
How is this different from what my CPA already does?
Your CPA files what happened. We plan what’s going to happen. Proactive tax strategy means quarterly reviews, entity structure analysis, compensation optimization, and retirement planning — all connected to your financial model and growth trajectory. If your CPA only talks to you during tax season, you don’t have a tax strategy.
What kind of savings can I expect?
It depends entirely on your situation — revenue level, entity structure, current strategy gaps, and growth trajectory. Our clients have seen outcomes ranging from $125K in recaptured overpayments to $400K+ in eliminated tax liability. The Scale-Ready Assessment will show you exactly where your gaps are and what’s possible.
Do you only work with service businesses?
We specialize in US-based service businesses doing $1M–$20M in revenue. The 60-15-15 framework is built specifically for this model. If you’re outside this range or industry, we’re not the right fit — and we’ll tell you on the first call.
Stop Overpaying. Start Deploying Tax Strategy That Compounds.
The Scale-Ready Assessment is free. You’ll walk away with a full diagnostic — profitability scorecard, tax strategy overview, and a clear picture of what’s holding your business back. If we’re a fit, the system gets installed. If not, you keep the truth.
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.