· YEAR-ROUND STRATEGY · TAX MINIMIZATION · PROACTIVE PLANNING
Tax Planning That Happens Before It's Too Late to Act
A tax return reports what already happened. Tax planning creates the opportunity to change the outcome, before the year closes and before the decision is made. Archer Lewis works with you year-round, so your options stay open instead of closing behind you.
Our Approach
Tax planning that happens before the deadline, not at it.
Most businesses think about taxes in March and April. The greatest opportunities to reduce tax exposure come earlier, in July, October, and December, while there's still time to act. Archer Lewis builds a year-round tax strategy around your business, your income, and your goals. We look at entity structure, timing of income and expenses, retirement contributions, investment decisions, and every credit or deduction your situation qualifies for, while you can still act on what we find.
What's Included
What year-round tax planning actually looks like
Tax planning isn't a single meeting. It's an ongoing process that keeps your tax position optimized as your business and personal situation evolve.
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Entity Structure Review
The way your business is structured has a direct impact on what you pay. We review and recommend the structure that minimizes your tax burden.
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Income & Expense Timing
Shifting when income is recognized or expenses are paid can meaningfully reduce your annual tax bill, when planned in advance.
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Retirement & Benefit Planning
Contributions to retirement plans are one of the most effective tax reduction tools available to business owners. We make sure you're using them.
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Tax Credit Identification
R&D credits, energy credits, and hiring credits often go unclaimed simply because they require specialized knowledge to identify. Archer Lewis reviews your situation and finds them before the filing deadline.
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Quarterly Planning Reviews
Regular check-ins throughout the year to adjust the plan as your business changes, not a once-a-year conversation.
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Exit & Succession Tax Planning
Structuring a business sale or succession with tax in mind from the start can save significantly more than planning it at the end.
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Investment & Capital Gains Planning
Coordinating investment decisions with your tax picture to minimize what capital gains cost you.
Every year without a plan is a year of missed opportunity.
Every month that passes without a plan is a month of options that close. Archer Lewis works with businesses year-round to identify opportunities while there's still time to act, rather than reviewing what already happened after the year ends.
Start Planning Now
Common Questions
What business owners ask about tax planning.
Tax preparation is recording what already happened and filing it accurately. Tax planning is shaping what happens before it does: structuring income, timing decisions, and identifying opportunities while you still have time to act on them. Preparation costs you money. Planning saves it.
All year. The most impactful planning windows are mid-year (when you can still adjust income and expenses) and Q4 (when year-end moves like retirement contributions and asset purchases need to be made). April is too late for most strategies.
It depends on your situation, but businesses that do active year-round planning consistently pay less than those that don't. The savings come from multiple sources: entity structure, retirement contributions, timing, credits, and deductions that don't show up automatically on a return.
Especially if your business is small. Small business owners often pay more in taxes than they should because nobody's looked at their entity structure, their retirement options, or their deduction strategy. The smaller the business, the bigger the relative impact of getting this right.
Yes, and for business owners, personal and business taxes are almost impossible to separate cleanly. We look at both together so your overall tax picture is optimized, not just one piece of it.
