who we help
Named situations,
not "individuals and businesses."
Abacus works best when the stakes justify a real plan. If you see your situation below, the method was built for you.
owners & s-corps
Business owners
Your entity was chosen years ago — probably by default. We revisit the election, size a retirement plan to your actual profit, structure owner benefits, and run quarterly checkpoints so estimates stop being guesses.
Common first find: a salary split and plan design that were never right-sized.
Request a seatequity & exits
Founders with equity
Exercise windows, 83(b) timing, QSBS eligibility, secondaries — each one a dated decision with a six-figure spread between the good and default outcome. We put every date on the ledger before it's urgent.
Common first find: an exercise plan nobody has modeled against this year's bracket.
Request a seathigh earners
High-earning professionals
W-2 plus side income, multi-state exposure, real money — and an annual preparer who files what happened. We plan what happens: timing, deferrals, benefits, and charitable structure chosen in advance.
Common first find: deferral room going unused every single year.
Request a seat"Most tax bills aren't calculated. They're defaulted into."
Not a fit: simple W-2 returns with standard deductions. You'd be paying for a plan you don't need — a good software product will serve you better, and we'll say so on the first call.