year-round tax strategy · founder-led
You don't dread April. You dread not knowing.
Abacus Tax Advisory is a deliberately small planning practice for business owners, founders, and high-earning professionals — quarterly checkpoints, a running plan, and a founder who knows your ledger by name. Filing is the byproduct. Certainty is the product.
- ✓ Baseline count complete Feb
- ✓ Entity election reviewed & filed Mar
- ✓ Q2 checkpoint — no surprises Jun
- ◈ Retirement plan design by Oct 15
- ◈ Year-end timing review Nov
the abacus — move the beads yourself
Filing tells you the score.
Planning changes it.
Every bead below is a thousand illustrative dollars. Left rail: kept by design. Right rail: to the IRS by default. Toggle the levers a plan actually pulls.
S-corp election with a defensible salary split — payroll tax stops applying to every dollar.
Solo 401(k) or cash-balance design sized to your profit — today's bracket traded for a chosen one.
Income and deductions moved across year-ends on purpose, not wherever the invoices land.
HSA, plan design, and owner benefits structured so the dollars route pre-tax.
Illustrative scenario only: a hypothetical S-corp-eligible consultant with $260,000 of profit, married filing jointly. These are example figures, not your numbers and not a promise of savings — some levers defer tax rather than remove it, and every strategy depends on facts, eligibility, and current law. Your own numbers get counted in step one of the method.
the abacus method
Analyze. Strategize. Execute.
Analyze
A full baseline of your entities, income, and last two returns — most plans start by finding what the last preparer left on the table.
Strategize
Your strategy ledger: every lever worth pulling, what it's worth in your facts, and the deadline it lives or dies by.
Execute
We implement, then meet quarterly. The ledger stays current all year — so April is a formality, not a reveal.
"Most tax bills aren't calculated. They're defaulted into."
who we help
Three kinds of ledgers, one method.
owners & s-corps
Business owners
Profitable, past the DIY stage, and fairly sure the entity structure was set once and never revisited.
Your situationequity & exits
Founders with equity
Options, RSUs, QSBS windows, a possible liquidity event — decisions with six-figure tax consequences and hard deadlines.
Your situationhigh earners
High-earning professionals
W-2 plus 1099, multi-state, real income — and a preparer who's never once called before December.
Your situationdeliberately small, on purpose
"You won't be client #4,001. The roster stops at 100."
Abacus Tax Advisory is the year-round planning practice inside Abacus Tax & Accounting, and its roster is capped at 100 clients — so every plan gets Linda, not a seasonal junior. When the book is full, the list closes.
- ✓ Roster cap 100
- ◈ Roster closes when full