TAX PREPARATION LOOKS BACK. TAX STRATEGY LOOKS FORWARD.
Pro Balance works proactively with eligible clients to identify lawful planning opportunities tailored to their individual operational facts and long-term financial goals.
Professional Advisory Standard: Pro Balance does not guarantee specific tax savings. Recommendations depend strictly upon your business entity, income level, state residency, and current Internal Revenue Code statutes. All strategies implemented are 100% lawful, ethical, and audit-defensible.
Entity Classification & S-Corp Elections
Optimizing the split between W-2 reasonable compensation and shareholder distributions to reduce unnecessary self-employment taxes lawfully.
Accountable Expense Reimbursement Plans
Formalizing internal company policies to reimburse owners for mixed-use assets, home office, mobile communication, and vehicle mileage tax-free.
Augusta Rule (Section 280A)
Renting your personal residence to your business entity for up to 14 days per year for legitimate shareholder meetings and retreats without personal rental income recognition.
Accelerated & Bonus Depreciation (Section 179)
Strategic timing of capital expenditures, vehicles, technology, and equipment to capture immediate write-offs against active operating income.
Qualified Business Income (QBI / Section 199A)
Navigating threshold phase-outs and SSTB classifications to maximize the 20% pass-through income deduction.
Retirement Architecture & Cash Balance Plans
Going beyond the basic $23,000 401(k) cap using defined-benefit and cash balance pension plans capable of shielding $100k+ in pre-tax earnings.
Real Estate & Cost Segregation Alignment
Coordinating real estate professional status (REPS), short-term rental rules, and engineering-based cost segregation to shelter active profits.
Quarterly Estimated Tax Tuning
Eliminating April tax surprises by continuously recalibrating safe-harbor federal and state estimated quarterly payments as business cash flows evolve.
Request a Comprehensive Tax Strategy Session
We analyze your prior 2 years of filed returns, evaluate your current corporate entity, and identify proactive adjustments before your tax year closes.