Offensive Tax Strategy, Year-Round.
Most accounting firms look in the rearview mirror on April 14th. Aegis takes an offensive, year-round approach to legal tax mitigation—structuring entities, depreciation, and operations to minimize total liability.
CPAs & Proactive Tax Advisory
Tax is the single largest controllable expense for most profitable businesses and high-income individuals. Yet the typical CPA relationship is reactive: a once-a-year filing with no strategy behind it. Aegis CPAs treat tax as a year-round capital-preservation discipline, modeling decisions before they're made so you never pay a dollar more than the law requires.
The Problem We Solve
Reactive tax preparation costs real money. Entity misclassification, missed R&D credits, unoptimized pass-through elections, and multi-state nexus oversights quietly drain six and seven figures from growing enterprises. By the time a return is filed, the planning window has closed—and the damage is locked in for another twelve months.
The Aegis Approach
Our CPAs build a forward-looking tax strategy that runs alongside your operations all year. We model entity structure, compensation, depreciation, and credits against your actuals—then adjust quarterly so every decision is made with its tax consequence fully visible. When filing season arrives, the return is simply the documentation of a strategy already executed.
Key Deliverables & Capabilities
Entity Classification (S-Corp, C-Corp, LLC, Partnerships)
Continuous evaluation of your entity structure to ensure it remains optimal as revenue, ownership, and growth stage evolve—avoiding the costly default of a structure that made sense at $500K but not at $5M.
Multi-State Nexus & Sales Tax Compliance
Tracking of economic and physical nexus across states so you register, collect, and remit sales tax correctly—and never get blindsided by a multi-year assessment.
Research & Development (R&D) Tax Credit Capture
Identification and documentation of qualifying R&D activities to capture federal and state credits that directly offset tax liability, often recovering dollars already spent.
Pass-Through Entity Tax (PTET) Optimization
Strategic use of state-level PTET elections to work around the federal SALT cap and restore deductions for pass-through owners.
Executive Compensation & Profit Distribution Strategy
Optimization of the salary-versus-distribution split for owners to minimize total tax while satisfying IRS reasonable-compensation standards.
Comprehensive IRS & State Audit Defense
Direct representation before the IRS and state authorities, managing correspondence, examinations, and appeals so you never face an auditor alone.
Our Four-Step Process
Return & Entity Review
We analyze your prior returns, entity structure, and state footprint to identify missed opportunities and exposure points.
Annual Tax Strategy Build
We construct a documented, year-round plan covering entity class, credits, deductions, and timing of income and expenses.
Quarterly Check-Ins & Adjustments
Each quarter we reconcile actuals against the plan and recalibrate so the strategy tracks your real performance, not a stale projection.
Filing & Audit Defense
We prepare and file all returns, then stand beside you for any IRS or state inquiry with full representation.
Built for Clients Like These
This practice is designed for organizations and individuals where it can deliver meaningful, measurable impact. If any of these describe you, let's talk.
"Aegis restructured our entities and captured R&D credits we didn't know we qualified for. Our effective tax rate dropped from 31% to 22% in a single year—and it was all by the book."
Questions About CPAs & Tax
Annual tax strategies + filing packages from $3,500
Every engagement begins with a complimentary diagnostic. We'll review your current position and tell you honestly whether this practice is the right fit—before any commitment.
Clients & Businesses We Work With
A selective roster of mid-market enterprises and high-net-worth families under the Aegis shield.