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Strategic Tax Advisor for Digital Marketing Agency (S-Corp) With Multi-State Operations

About Our Business Our digital marketing agency (S-Corporation) specializes in comprehensive marketing solutions for the medical spa and aesthetics industry. We're experiencing steady growth with a distributed team across multiple states and need a tax professional who can provide both strategic guidance and hands-on tax optimization. Recent Challenges We've Faced Previous accountants provided minimal strategic tax advice Experienced significant penalties ($30K+) due to improper tax handling Inconsistent guidance on business vehicle deductions No proactive tax planning for owner compensation optimization Inadequate multi-state compliance strategy for our distributed workforce Need guidance on home office deductions as owner is purchasing a new home What We Need A strategic tax advisor with the following qualifications: Required Experience & Credentials Active CPA license with minimum 7+ years experience S-Corporation specialization with proven expertise optimizing pass-through taxation Multi-state tax compliance experience for businesses with distributed workforces Digital service business experience preferably with marketing agencies or similar business models Proactive tax advisory background (not just compliance/filing) Critical Knowledge Areas S-Corp salary vs. distribution optimization strategies Business vehicle and home office deduction maximization (with proper documentation) Strategic tax planning for business owners purchasing real estate Tax-advantaged retirement planning for S-Corp owners Multi-state nexus determination and compliance requirements Penalty abatement strategies and IRS representation (if needed) Required Approach & Communication Style Transparent explanation of tax strategies in clear, non-technical language Documentation of all tax advice and positions in writing Proactive identification of tax-saving opportunities Willingness to serve as a true advocate in optimizing our tax position Responsive communication (responses within 24-48 hours) Comfortable challenging our assumptions when beneficial Initial Engagement We're looking to begin with a comprehensive tax strategy session that includes: Review of our current S-Corp structure and prior year returns Identification of immediate tax-saving opportunities Development of a year-round tax planning calendar Creation of proper documentation systems for deductions Strategy for optimizing owner compensation Budget & Timeline Budget Range: $150-250/hour for advisory services Initial Consultation: 2-3 hour comprehensive review Ongoing Relationship: Quarterly tax planning meetings + as-needed advisory calls Timeline: Looking to begin immediately to optimize 2024 tax strategy Application Requirements Please include in your proposal: Specific experience with S-Corps in service-based businesses Your approach to balancing legitimate tax minimization with compliance Examples of tax strategies you've implemented for similar clients (no confidential details) Your philosophy on proactive vs. reactive tax planning Availability for an initial video consultation Contact Serious applicants only. We're looking for a long-term strategic partner who can help us navigate tax complexity while maximizing legitimate opportunities for tax savings.

Keyword: Business Solutions

Price: $150.0