Tax strategy, not tax preparation.
Most tax bills are determined in the months before April, not the weeks before the deadline. 755 builds tax into the plan all year.
Forward-looking tax planning, federal and state returns, and entity structuring.
Tax and Accounting
Tax Planning
Projecting next year's bracket, modeling conversions, and coordinating gains with deductions before they land on a return.
Returns & Compliance
Federal, state, and entity returns prepared by the same team that knows your plan all year — not a preparer seeing it for the first time in March.
Entity Structuring
As revenue grows, the right structure at formation isn't always the right structure years later — sole prop, S-corp, partnership, or LLC each changes self-employment tax, liability exposure, and what a future sale looks like.
Bookkeeping
For owners whose books run behind, live in a spreadsheet no one trusts, or turn tax season into an excavation — the monthly close that makes tax planning, lending, and entity structure all readable from one ledger.
The books close every month, so when an owner asks in October whether equipment belongs in this year or next, the answer comes from live numbers — and the same file that answers the question prepares the return in April.
An illustrative composite, not a specific client or a promise of results.
Forward-looking, not retrospective.
Projecting next year's bracket, modeling Roth conversions, harvesting losses, and coordinating gains with deductions before they land on a return. Most of what determines an April tax bill is decided between September and December — bracket position, gain realization, charitable timing, retirement contributions. A quarterly planning cadence catches those windows while they're still open; meeting a preparer once a year in March catches them after they've closed. The projection work isn't glamorous, but it's the difference between a return that merely reports decisions and one that reflects them.
- Quarterly tax projections
- Roth conversion modeling
- Loss harvesting and gain coordination
- Bracket-management strategy
- Charitable bunching and DAF planning
The team that knows your plan.
We prepare federal, state, and entity returns with the same team that knows your plan — so the numbers on the return aren't a surprise to the people advising you all year. That matters most in years where something unusual happened: a business sale, an inheritance, exercised options, a large charitable gift. A preparer seeing the documents for the first time in March can only record what happened; a team that watched the year unfold planned for it. Federal, Georgia, and entity returns all come out of the same file, prepared by people who already know the answers to the questions most preparers have to ask.
- Individual and joint federal returns
- State and multi-state filings
- Pass-through entity returns (S-corp, partnership)
- Trust and estate income returns
- IRS and state correspondence handling
The structure changes the math.
The right structure for a business — sole prop, S-corp, partnership, or LLC — is the lowest-friction tax move a founder can make. We model the choice and the transition. The choice affects self-employment tax, retirement-plan options, liability exposure, and what a future sale looks like — and the right answer changes as revenue grows, so structure is worth revisiting, not just setting once. We model the current structure against the alternatives using the actual books, then coordinate the transition paperwork with the attorney if a change earns its cost.
- Entity selection and conversion analysis
- Reasonable-comp and owner-payroll setup
- Multi-entity and holding-co structuring
- QBI / Section 199A optimization (the pass-through business income deduction)
- State nexus and footprint review
The raw material of every other decision.
Clean books are the raw material of every other decision on this site — tax planning, lending, entity structure, and a sale someday all read from the same ledger. We keep the monthly close routine: transactions categorized, accounts reconciled, and statements ready, so tax season is a handoff instead of an excavation.
- Monthly transaction categorization
- Account reconciliation
- Financial statement preparation
- Handoff-ready records for tax season
- Coordination with the tax and lending teams
Answers from the practice.
Where in Cherokee County can an S-corp setup Georgia accountant coordinate with my investment custodian so the salary-vs-distribution ratio stays defensible?
At the Woodstock conference room we prepare the 2553 election, draft the shareholder salary agreement, and forward the executed copy to your account team so trade income flows to the correct tax class on the 1099-DIV. Observations are shared; decisions stay yours.
How does Roth conversion bracket management work when my Woodstock CPA already files a Georgia Form 500 with itemized deductions?
We run a December projection that shows the incremental federal tax from each conversion tier, then net it against the Georgia 6% add-back so you see combined cost before the 31 December deadline. IRS §408A(d)(3) allows recharacterization until 15 October if taxable income drifts. Observations are shared; decisions stay yours.
What common mistake do north Atlanta business owners make when they combine personal and company accounts before April tax filings?
Paying non-employee expenses from the business checking account without a 1099 paper trail collapses liability protection and invites Georgia DOR audit under O.C.G.A. §48-7-10. We reconcile every personal draw, reclassify it to shareholder loan or distribution, and create the general-ledger backup before the return is signed. Observations are shared; decisions stay yours.
How much does tax planning cost compared to just using tax-prep software or a seasonal preparer?
Seasonal tax preparation and software both handle the return itself, typically at a lower direct cost, but neither one models decisions before they happen — a Roth conversion window, a business-entity election, or a charitable-giving strategy that only works if it's executed before December 31, not after. Coordinated tax planning through 755 Financial is priced as part of an ongoing engagement rather than a per-return fee, because the value is in the quarterly projections and decision timing, not the return preparation itself. Whether the added coordination is worth the cost depends on how much bracket or timing complexity exists in a given year.
Should my CPA and financial advisor be the same team, or is it fine if they're separate?
Separate is common and not automatically a problem, but it does require someone to actively coordinate the handoff — otherwise a Roth conversion the advisor recommends in October can affect the CPA's April filing if the CPA finds out about it after the fact. 755 Financial's Tax & Accounting and Wealth Management practices share the same team and client file, so a conversion, a business sale, or a gifting decision is modeled against the tax return before it happens rather than reported on it after. The coordination gap, when it exists, tends to show up as a surprise balance due or a missed deadline — not as a dramatic failure, just an avoidable one.
Coordinate with the rest of the firm.
Wealth, with intention.
Investment decisions coordinated with your tax brackets and lots.
Estate PlanningA legacy that lasts.
Lifetime gifting, GST, and trust returns coordinated as one strategy.
LendingCapital, on your terms.
Mortgage and business borrowing decisions modeled net of tax.
Move tax out of April.
Bring us last year's return and this year's plan, and we'll show you what to do before the next one comes due.
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