Tax Planning for Developers
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RSVP for the Masterclass

Seven disciplines. One coordinated plan.

Most firms offer one or two of these. We coordinate all seven, so the strategies compound instead of conflict.

RSVP for the Asset Accumulation Formula Masterclass Get Your Tax Clarity Score
Quarterly reviews · Audit-ready documentation
7
Coordinated disciplines
Quarterly
Strategy reviews
EA · NTPI
IRS-licensed credentials
Year-round
Not just at filing
The Disciplines

Built for the way a development company actually earns.

Each service is a chapter in the same plan. Click any to see the work, the outcomes, and who it's for.

01
Tax Strategy Design
A year-round plan built around your full financial picture. We model before-year-end moves that most CPAs never bring up.
  • Annual strategy memo
  • Quarterly check-ins
  • Before-year-end moves
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02
Entity Optimization
The right structure, whether that is an S-Corp, C-Corp, partnership, or holding company stack, to move your effective rate, not just your filing status.
  • Entity selection & restructure
  • Owner compensation design
  • Multi-entity stacks
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03
Real Estate Development Tax Planning
Dealer versus investor status, entity structure project by project, and gain timing across closings that never land evenly.
  • Dealer vs investor status
  • Entity structure per project
  • Gain timing across closings
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04
Cost Segregation Studies
You have the construction ledger, so the study is priced off real cost detail. Shorter recovery periods, front-loaded cash flow.
  • Studies built from your cost ledger
  • Bonus depreciation timing
  • Placed-in-service planning
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05
Retirement & Wealth Vehicles
Defined benefit plans, cash balance plans, and advanced retirement structures that move six figures of income off the table every year.
  • Defined benefit plans
  • Cash balance design
  • Backdoor & mega-backdoor
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06
Exit & Transition Planning
Whether you are selling a business or stepping back from one, the structure you set up years in advance is the difference between a win and a tax bill.
  • QSBS & §1202
  • Installment sales
  • Family transfer structures
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07
IRS Representation
Enrolled Agent and NTPI Fellow credentials let us represent you before the IRS, from routine notices to full examination defense.
  • Audit defense
  • Appeals & collections
  • Notice resolution
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How They Compound

A single service moves a number. Coordinated services move a life.

→
Entity + Retirement
Re-structure the entity so the retirement plan can absorb six figures off the table.
→
Real Estate + Cost Seg
Time depreciation against the income it can offset: the right year, the right property, the right study.
→
Strategy + Exit
Decisions made years before a sale shape what survives the tax bill.

Stop filing. Start strategizing.

RSVP for the Asset Accumulation Formula Masterclass. One live session on the strategies residential developers use to keep more of what they build, and how to tell whether they apply to you.

RSVP for the Asset Accumulation Formula Masterclass

Have one specific question instead? Book a Strategy Session with Jose.