Your business is complex.
Your tax strategy shouldn't be a mystery.
Proactive tax planning — coordinated across the entity, the household, and the long-term plan.
If any of this sounds familiar...
Your CPA is reactive — they file your business and personal returns, but they're not advising you on what to actually do.
You're not sure your entity structure is right anymore (the LLC made sense five years ago — does it now?).
You have multi-stream income — business distributions, real estate, brokerage, maybe rental — and nothing's coordinated.
You're approaching retirement (or planning to sell) and nobody's planned the tax side.
You suspect you're leaving money on the table every year. You're probably right.
You want a CPA who actually advises — not just files.
Owner to owner
I built Swiech Consulting from a one-person practice. I know the tax picture of an ownerisn't the same as anyone else's.
Multi-stream income, entity choices that age out of being right, real estate that becomes its own tax engine, the long shadow of a future sale or transition. Owners get advice from people who've never sat in your seat.
We have. That's the difference.
What proactive tax strategy looks like for a business owner
Five places where most owners are leaving money on the table.
Entity structure review
Sole prop, LLC, S-Corp, partnership? When was the last time someone reviewed whether the structure is still right? Tax law changes. Your business changes. The right answer two years ago might be wrong today.
Distribution & compensation
Salary vs. distribution split. Reasonable comp. Owner draws timing. Retirement contribution maxes. Each lever has a tax cost — and most owners are pulling them by default, not by design.
Real estate & depreciation
Cost segregation, bonus depreciation, 1031 exchanges, qualified opportunity zones — the strategies that turn real estate into a tax tool, not just an asset.
Multi-year projections
Same logic as our retirement clients: you can't optimize this year's return without seeing the next 10 years. Especially true if a sale, transition, or major investment is on the horizon.
Exit & transition planning
Selling the business in the next 5–10 years? The tax-smart moves you make in the years *before* the sale matter more than anything you do in the year of it.
Even if you're a business owner, this guide is for you.
5 Tax Mistakes That Cost Retirees $50K+ — many of the concepts (Roth conversions, IRMAA cliffs, RMD planning) hit harder on owners with concentrated wealth.
We work best with business owners who...
Have $1M+ in personal investable assets (or are getting there)
Are 5–15 years from a planned exit, transition, or 'slow down'
Want a CPA who actually advises, not just files
Are comfortable being one of a smaller number of clients we work with deeply
If that's you, the first conversation is free — and worth your hour.
Ready to find out what's actually possible?
We'll dig into your business, your household, and your goals — and tell you straight what we see.