Acumen Accounting & Tax Services
Year-Round Tax Strategies That Save Money
We design practical, tax-focused strategies covering entity type, compensation mix, available credits, and retirement planning to minimize tax exposure.
It May Be Time To Switch If...
Profits are up but taxes are rising faster.
You’re reassessing your entity type, expanding operations, or planning a major purchase.
You haven’t reviewed owner pay, benefits, or retirement in over a year.
Why Choose Us For Tax Planning
Clear, Doable Steps
From S-Corp wages and accountable plans to credits and retirement, we turn ideas into action items.
No Surprise Balances
Quarterly projections and estimate guidance reduce penalties and interest.
Confident Decisions
You’ll see the “why,” the expected savings, and the compliance steps.
Planning at filing time is too late.
We schedule checkpoints, run scenarios, and tell you what to do—and when—so savings are locked in before deadlines.
Customized Plan
Tailored tax strategy outlining detailed scenarios and defined execution timelines.
Quarterly Reviews
Quarterly reviews to adjust for real-world changes.
Implementation Help
Updates to payroll paired with clear documentation and step-by-step instructions to put the plan in place.
We Help Businesses Like Yours
Some of the Industries We Serve
Automotive Service Providers
Comprehensive accounting for auto repair shops and car washes with equipment depreciation guidance and industry-specific financial reporting.
Real Estate Professionals
Complete accounting services for real estate brokers, including commission tracking, transaction management, and tax optimization strategies.
Personal Care & Beauty Services
Business accounting for hair salons and barbershops, including cash flow management and industry-appropriate tax planning strategies.
Attorneys & Legal Professionals
Full-service accounting for attorneys and law firms, handling business operations, compliance, and professional tax planning needs.
Mental Health Professionals
Standard business accounting services for mental health professionals, helping manage practice finances, compliance, and professional tax obligations.
Non-profit Organizations
Tailored accounting services for nonprofit organizations, supporting fund management, donor reporting, and regulatory compliance.
Common Questions
Get Answers Before You Decide
Now. The best moves happen during the year before payroll decisions, big purchases, or distributions.
Yes. We monitor changes and update your plan, so it stays effective and compliant.
Yes. We will collaborate with your legal, financial, and insurance professionals so the plan is consistent, efficient, and fully integrated.
Yes, if action is taken promptly. We adjust owner pay, estimates, credits, and retirement contributions, and evaluate state pass-through entity (PTE) elections where applicable. We also outline all steps required before 12/31.
Still have questions?
