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Keep more of what you make. On purpose.

WHAT WE DO · TAX STRATEGY

Your CPA files what happened last year. We plan what happens next year. Those are two different jobs, and most owners only have someone doing the first one.

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Planning, not filing

“We plan what happens next year.”

We look for the places taxes are leaking out of your business and your household, then build a plan your CPA can sign off on and carry out. Nothing gets recommended until we've checked that it works for your business, what it actually costs you, and what you actually keep after everything.​

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What you keep is what counts.

Where we look

  • Owner compensation and how it's taxed

  • Retirement plan design and contribution timing

  • Entity structure and the elections that come with it

  • Real estate and depreciation strategies

  • Timing income and deductions around big years, including the year you sell

The Phelix Model: structuring, financial ecosystem, tax strategy and exit planning working as one plan, with your CPA and attorney at the table

The first conversation is free and takes 30 minutes. Bring your questions. We'll tell you what we see.

Phelix by the numbers: 500+ families and business owners served, clients in all 50 states, 15+ years of combined experience, 21 years of Navy leadership

By the numbers

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