Proactive, year-round tax
We combine entity design, election timing, and compliant workflows to minimize tax drag—and keep you off the IRS mailing list.
- Entity choice & S-Corp/C-Corp elections
- Owner comp & safe reasonable wage frameworks
- Retirement & HRA/HSA implementation
- Rental/real-estate & Section 199A optimization
Deadlines & cadence
Compliance
Quarterlies, year-end, W-2/1099s, extensions—with reminders so you’re never late.
Cash flow
Safe harbor estimates, withholding tuning, and no-surprise balances due.
Elections
Timing & documentation for 2553, 3115, late S relief, and method changes.
Audit-ready
Workpapers, memos, and tie-outs that stand up under review.
What we do
Entity & Owner Strategy
- LLC vs S-Corp vs C-Corp analysis
- Reasonable comp frameworks
- Partner basis & distributions
- Multi-state nexus basics
Returns & Filings
- 1065 / 1120 / 1120-S / 1040
- State returns & extensions
- W-2 / 1099 & payroll reports
- Sales & use tax coordination
Tax Optimization
- 199A & retirement plan design
- Depr./bonus & cost segregation
- Accounting method changes
- Pass-Through Entity tax
How It Works
Taxes don’t have to be scary — we make them less of a thriller.
Plan the Structure
Choose the right entity type (LLC, S-Corp, C-Corp) and setup for maximum tax efficiency.
Optimize Deductions
Leverage retirement plans, pass-through entity tax, and other credits to reduce liability.
Stay Compliant
Keep books clean, file on time, and avoid IRS “love letters.”
Contact Us
Cary Office
2500 Regency ParkwayCary, NC 27518 USA
Telephone: (919) 654-6788
Email: admin@brodiecpa.com
High Point Office
1222 Eastchester Drive, Ste 100High Point, NC 27265 USA
Telephone: (336) 883-1375
Email: admin@brodiecpa.com