Paying More Tax Than You Have To Is a Choice.
Most Business Owners Just Do Not Know It Yet.
Proactive, strategic tax planning for Florida business owners, real estate investors, and foreign nationals operating in the US.
What Is Tax Planning
and Why Does It Matter?
Most business owners think about taxes after the year ends. By then, the opportunities are gone. The elections are closed, the income is already recognized, and the entity structure is locked in.
In this video, Natalia explains what proactive tax planning actually looks like, who it is for, and what you can legally do to optimize your tax bill before the deadline arrives.
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Every Year Without a Plan Is a Year
You Overpay
The tax code rewards people who plan ahead. It does not offer refunds for opportunities you missed.
You are running a business without a tax strategy
Without a Plan
The IRS does not give refunds for taxes you paid that you did not have to. Businesses without a proactive tax plan routinely overpay by tens of thousands of dollars annually.
With a Plan
A coordinated tax strategy using the right entity structure, timing of income, and legal elections can dramatically optimize your effective tax rate, legally.
You chose your business entity based on liability, not taxes
Without a Plan
Entity structure drives your entire tax picture. An LLC taxed as a disregarded entity or partnership when an S-Corp election makes more sense can cost you $10,000 to $30,000 per year in self-employment tax alone.
With a Plan
We review your entity, your income, your distributions, and your goals, then make the election that saves you the most money over time.
You are a foreign investor buying US real estate or starting a US business
Without a Plan
FIRPTA withholding, branch profits tax, and US income tax compliance are not optional. Foreign investors who get this wrong face penalties, forced withholding, and double taxation.
With a Plan
Proper US tax structure before you invest or operate protects your returns, keeps you compliant, and often optimizes the tax owed significantly.
Strategic Tax Planning for
Every Situation
Project Based Tax Planning
Strategic tax structuring for specific transactions, investments, and business events. Know your tax position before you act, not after.
Tax Selection for Business Entities
Choosing the wrong entity structure is one of the most expensive mistakes business owners make. We help you select and maintain the right one.
Strategic Tax Review
A comprehensive review of your current tax position to identify missed deductions, planning gaps, and opportunities you may be leaving on the table.
Inbound International Tax Planning
Foreign investors and business owners operating in the US face a separate and complex set of tax rules. We structure your US activities for compliance and efficiency.
Tax Planning Is Not Just for
Large Corporations
Business Owners and Entrepreneurs
If you are paying yourself a salary, distributing profits, and reinvesting in your business without a tax strategy, you are almost certainly overpaying. The entity you chose at formation may no longer be the right one.
Book a Discovery CallReal Estate Investors
Basis and depreciation analysis, entity structure, and tax optimization are the core levers that control your real estate tax bill. If you are not using all of them strategically, you are leaving money on the table.
Book a Discovery CallForeign Investors and Business Owners
Operating in the US as a foreign person or entity triggers a separate set of federal tax rules that most CPAs are not equipped to handle. We structure your US presence for compliance and efficiency from day one.
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Three Myths That Are Costing
Business Owners Real Money
"My CPA handles my taxes, so I do not need tax planning."
The Reality
CPAs file returns. Tax planning happens before the return. Most CPAs look backward at what happened. We look forward at what you can do before the year ends, before the transaction closes, and before the election deadline.
"Tax planning is just about deductions."
The Reality
Deductions are one tool. Entity selection, income timing, compensation structure, trust use, and retirement plan elections are the others. Tax planning is a system, not a list of write-offs.
"I am not making enough money to worry about this."
The Reality
The time to implement a tax strategy is before the income arrives, not after. Waiting until you are profitable to plan means the plan cannot reach back and fix what already happened.
Getting a Tax Strategy in Place
Is Simpler Than You Think
Book Your Discovery Call
A short call with our team to understand your business structure, your income picture, and where you are right now on tax strategy.
We Build Your Tax Plan
We review your entities, elections, and income sources and build a coordinated plan aligned with your financial goals.
Implement and Stay Current
Tax law changes. We stay current so you do not have to scramble at year end.
4x
Published Author
LLM
Master of Laws in Taxation
FL
Florida Bar Member
Flat
Flat Fee Billing Only
Natalia Ouellette-Grice, Esq.
Florida Tax Planning Attorney
An LLM in Taxation.
Rare in Florida Business Law.
Natalia holds a Master of Laws (LLM) in Taxation from the University of Florida, which is rare among Florida business attorneys. She works with business owners and investors to structure transactions, select entities, and time elections to legally reduce tax obligations.
- LLM in Taxation, rare among Florida attorneys who advise business clients
- Coordinates tax planning with asset protection and estate planning for a unified strategy
- Most strategic tax planning is available for a flat fee
- Deep experience with basis and depreciation analysis, small business mergers and acquisitions, and tax optimization strategies
- Foreign investor and inbound international tax compliance and planning
Ready to Stop Overpaying
on Taxes?
Pick a time that works for you. Our team will reach out to confirm and prepare for your call.
Prefer to call? (813) 480-2106
The Best Tax Planning Happens
Before the Year Closes.
One call with our team is all it takes to find out what you have been overpaying and what you can do about it.