Business Tax Services — Professional Cpa Firm

Expert Tax Strategy for Business Owners — Reduce Taxes, Stay Compliant, and Build Long-Term Wealth Ivy Tax & Business Inc. is a professional CPA firm specializing in proactive tax planning, S-Corp optimization, business tax preparation, and strategic accounting for small businesses, real estate investors, and high-income earners. Trusted by Business Owners Nationwide Trusted by small business owners, service-based professionals, and real estate investors across the U.S. Recognized for delivering proactive, compliant, and results-driven tax strategies. Specialized in S-Corp optimization, multi-entity planning, multi-state issues, and complex K-1 income. Proven track record of helping clients reduce taxes, improve cash flow, and avoid IRS issues. Who We Help We work closely with a wide range of businesses and professionals, including: Small business owners transitioning to or operating as S-Corps Service-based business owners (tutoring, dance studios, beauty, consulting, medical, legal) High-income W-2 and K-1 earners Real estate investors (STR, LTR, flipping, syndication, 1031 exchange) Private equity and hedge-fund professionals Multi-entity and multi-state business owners Our Core Services Business Tax Preparation For LLCs, S-Corps, C-Corps, Partnerships, and Sole Proprietors. We handle: Federal, state & local tax filings S-Corp tax returns with optimized reasonable compensation Multi-state and complex K-1 coordination Quarterly estimated tax calculations IRS notices, audits, and full representation S-Corp Setup & Optimization (Our Specialty) We help small business owners legally reduce taxes and operate smoothly as S-Corps: Determine if S-Corp election is right for you File S-Corp election and structure your payroll correctly Calculate reasonable compensation (IRS compliant) Reduce self-employment taxes Optimize owner distributions vs. salary Build a tax-efficient structure for long-term growth (This clearly positions you as an S-Corp expert — very strong for SEO + conversion.) Entity-Structure Optimization Choose or adjust your legal structure (LLC, S-Corp, C-Corp, etc.) to: Reduce tax liability Optimize owner compensation Strengthen long-term planning Protect business assets Simplify compliance Year-Round Proactive Tax Planning Ongoing strategy designed to save taxes all year: Identify legal tax-saving opportunities Analyze salary, payroll, and distributions Optimize business & personal expenses Apply real estate tax strategies Align business structure with long-term wealth goals Bookkeeping & Accounting Services Accurate, audit-ready financials: Monthly or quarterly bookkeeping Bank & credit-card reconciliation Financial statements & cash-flow reporting Prior-year cleanup and QuickBooks support Wealth & Cash-Flow Optimization Tailored strategies for business owners and high-income earners: Owner salary vs. distribution planning Fringe-benefit optimization Real estate tax strategies Long-term profit & wealth-building guidance Specialized Expertise by Client Type Small Business Owners Needing S-Corp Optimization We help service-based and professional businesses legally reduce taxes through: S-Corp election timing Reasonable salary calculation Payroll setup & compliance Retirement strategy (Solo 401(k), SEP, defined benefit) Tax-efficient reinvestment and owner distributions Real Estate Investors STR rules • LTR depreciation • cost segregation • 1031 planning Contractors & Home-Service Businesses Job-costing • payroll planning • S-Corp optimization High-Income W-2 and K-1 Earners Multi-state filings • partnership income planning • estimated taxes