In a consulting practice, the owner’s pay decisions shape the tax bill more than almost anything else. We work through reasonable compensation and the salary-versus-distribution split the IRS looks at closely, qualified business income limits for service businesses, and retirement plans sized to owner income, from SEP and solo 401(k) through cash balance plans administered by our TPA team. We also handle multi-state exposure from remote and traveling engagements, revenue timing on retainers and milestone billing, and cash flow planning when collections come in unevenly.
Advisory for Consulting and Professional Practices
Owner-operated consulting firms, agencies, and independent professional practices, where how the owner gets paid often matters as much as what the firm earns.
Where Owner Compensation Drives the Outcome
Talk to Someone Who Knows Consulting
Work directly with experienced advisors who understand your industry and are committed to guiding your business through informed financial decisions.
Schedule a ConversationServices We Provide
Reasonable compensation analysis
QBI deduction planning
Cash balance and 401(k) plans through VFG TPA
Multi-state nexus review
Bookkeeping and quarterly estimates
FAQs
What is reasonable compensation?
The salary an S-corp owner must take before distributions; we document it so it holds up.
Can a retirement plan lower my tax?
Often significantly. Cash balance plans administered by our TPA team can allow large deductible contributions.
Do I owe tax where my clients are?
Possibly. Remote and traveling work can create filing obligations in other states.