Proactive tax planning for business owners

Build a tax plan around your business and the life it supports.

Work directly with Stevan Franeta, CPA, to evaluate advanced tax strategies, understand new opportunities, and connect business decisions with your cash needs and long-term priorities.

One-on-one CPA attention. Forward-looking analysis. Planning built around the owner.

Stevan Franeta, CPA
Stevan Franeta, CPASenior Tax Advisor
Direct access
to your CPA
Request a 30-Minute Tax Assessment

Complimentary introductory call for business owners. Discuss your priorities and whether a personalized planning engagement is the right next step.

A planning perspective

Three approaches to the decisions ahead

A conceptual illustration of three schematic business-planning approaches over time. Do nothing follows a relatively flat dashed gray path; taking isolated action follows a stepped teal path; a proactive tax plan follows a coordinated solid deep-teal path. All begin at the same point. These are not measured results or a forecast. Proactive tax planIsolated actionDo nothingStarting point Time
  • Do nothing
  • Take isolated action
  • Follow a proactive tax plan
Conceptual illustration only—not a forecast, client result, or investment return comparison. Actual outcomes vary.

01 / The owner’s context

Advanced strategies need a plan that fits the owner.

A strategy should make sense for your business, your available cash, and the life you want to build. We evaluate those connections before recommending a course of action.

01

Planning shaped around your priorities

Consider tax opportunities alongside your ownership, lifestyle, time commitments, and long-term goals.

02

New opportunities evaluated before you commit

Bring a proposed purchase, investment, or business decision into the planning conversation while there is still room to evaluate the alternatives.

03

Direct access to Stevan

Your planning conversations and recommendations stay CPA-led. Work one-on-one with Stevan Franeta, CPA, with clear responsibility for the advice you receive.

02 / Planning objectives

Keep more options open for your money.

Objectives to explore together, never promised outcomes.

01

Keep more of what you earn

Evaluate applicable opportunities to reduce tax costs, with attention to implementation costs, cash requirements, and future consequences.

Personalized tax strategy analysis
02

Understand what you can put to work

Coordinate tax planning with business and household cash needs so you can evaluate how much capital is available for the next opportunity.

Tax and cash-flow coordination
03

Build with your wider financial picture in mind

Consider how a new asset or commitment fits your existing holdings, liquidity needs, and diversification priorities.

Business and personal planning considered together

03 / Examples of analysis

See how we approach consequential decisions.

Tax planning becomes more useful when the business decision and the owner’s circumstances are evaluated together. The second example considers a proposed investment opportunity and the different tax positions involved.

Staffing business • Performance and property planning

CASE 01

Connecting business performance with an office purchase

Situation

The owners of a staffing business needed a consolidated view of company performance and a clearer understanding of the decisions available to them.

Our analysis

We reviewed the business’s KPIs and operating levers, brought the company’s performance into a consolidated view, and evaluated an office purchase as part of its tax planning.

Alongside the potential tax effects, we considered how ownership-related monthly cash outflows could compare with existing rent and how the property could support a long-term goal of owning a paid-off business asset.

Planning significance

The review connected current business performance, the proposed property commitment, and the owners’ longer-term priorities.

Example of analysis performed. No completed purchase, realized tax savings, matched monthly payment, or future payoff is claimed.

Multiple partners • Investment and tax analysis

CASE 02

One deal. Different tax implications for each partner.

Situation

A proposed multipartner deal was expected to generate hundreds of thousands of dollars in losses for each partner.

Our analysis

We evaluated the deal’s underlying economics and examined the potential tax effect for each individual partner, including whether anticipated losses would be treated as active or passive and whether the partners could use them.

Planning significance

The group needed to assess both the transaction itself and how differences between the partners’ tax positions could affect the proposed benefits.

Losses were projected as part of a proposed transaction. They are not presented as realized losses, usable deductions, or tax savings.

Examples of analysis, not independently verified endorsements.

04 / Your next step

Request your 30-minute tax assessment call.

Tell us what you are considering and what you want to understand. We’ll discuss your priorities, whether our services fit, and what a personalized review would involve.

On the introductory call, we’ll discuss:

  • Your main planning questions.
  • Upcoming decisions and their timing.
  • Whether a further engagement makes sense.
  • The information needed for the next step.

This complimentary call is introductory. A completed tax plan and personalized recommendations require a separate engagement and review of your records.

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Start a conversation30 minutes · Complimentary

Request your 30-minute tax assessment call.

Tell us about your business and the decision or tax question you want to address.

One or two sentences is enough. Include any upcoming decision and its expected timing.

We’ll email you an invitation to schedule after you submit.

Share general information only. Please leave out Social Security numbers, account numbers, and tax documents. Privacy policy

05 / Process

A straightforward next step.

  1. First

    Send your request

    Tell us about your question or upcoming decision.

  2. Then

    Choose a time

    Use the scheduling invitation we send by email.

  3. Together

    Discuss your priorities

    Clarify service fit, scope, and the next step with Stevan.

06 / Good to know

Questions, answered plainly.

Who is this call for?

Business owners looking for proactive tax planning and a coordinated review of business decisions, owner priorities, and potential tax implications.

What does the complimentary call include?

An introductory discussion of your priorities, upcoming decisions, and whether Square Accounting is a fit. A completed tax plan and personalized recommendations require a separate engagement and review.

Will I work directly with Stevan?

Yes. Stevan Franeta, CPA, leads the planning conversations and recommendations.

Can we discuss an opportunity before I commit?

Yes. Include the proposed decision and its timing in your request so we can understand what you are considering.

Does a large deduction mean a deal is worthwhile?

Our review considers the underlying decision alongside its potential tax effects. A projected deduction is only one part of that evaluation.

Should I upload financial records here?

No. Submit general information only. We’ll explain how to share documents securely if needed.

For the business you’re building

Bring your next business decision into the tax planning conversation.

Discuss your business, your priorities, and what a personalized review would involve.

Request a 30-Minute Tax Assessment