Strategy first — the return is a downstream artifact. Quarterly projections, entity work, and specialty elections coordinated by the partner who runs your engagement.
Tax is treated as an April event. By then, elections are missed, basis decisions are locked, and cash for the liability was not reserved. Owner-comp mix, entity type, and state nexus drift without anyone modeling the next twelve months.
Tax planning is partner-led and year-round. Cost segregation, R&D credits, IC-DISC, and §174A R&E treatment are discussed in the same engagement — not discovered after the books close.
At MVA, your finances are too important to trust to AI alone. We are experienced CPAs and tax professionals who combine modern tools with genuine expertise, personal attention, and real human guidance.
Engagement cadence: Quarterly working sessions · annual return · partner accessible year-round
Quarterly estimates tied to actual YTD performance — reducing surprise liability and avoiding systematic over-payment.
S-corp election, reasonable comp, distribution timing, and holding-company architecture modeled against your facts.
Nexus review for remote teams, e-commerce, and cross-border sales before a state sends a notice.
Federal and state returns with memos on positions that matter — especially when specialty elections are in play.
Owner compensation and entity mix alone often move total tax 5–15% when modeled proactively. The value is knowing the number in May, not arguing about it in March.
Did the numbers surprise you, or were they in line with what you expected? A strategy in place before making a decision can remove some of the guesswork around how and when to pay taxes due.