Square Accounting • CPA-led tax advisory
Advanced tax planning built around the life you want.
Your compensation, investments, real estate, and personal priorities belong in the same conversation. Work directly with Stevan Franeta, CPA, to evaluate opportunities and build a proactive tax plan around your circumstances.
Personal attention. Forward-looking analysis. Strategies evaluated for your situation.
Complimentary introductory call. Discuss your priorities and whether a personalized planning engagement is the right next step.
Three approaches. Different planning paths.
- Do nothing
- Take isolated action
- Follow a proactive tax plan
A tax plan should fit your life and adapt as it changes.
Advanced strategies only become useful when they fit your income, priorities, available time, and future decisions.
Strategies matched to your circumstances
We evaluate opportunities in the context of your compensation, investments, real estate, and personal priorities, rather than starting with a predetermined strategy.
Analysis before you commit
Bring new opportunities into the planning process while decisions remain open, so their tax implications can be considered alongside the underlying financial commitment.
Direct access to your CPA
Work one-on-one with Stevan Franeta, CPA. Your planning conversations and recommendations stay CPA-led, with clear accountability for the advice you receive.
Keep more flexibility in what you earn, invest, and build.
Keep more of what you earn
Evaluate applicable opportunities to reduce tax costs, with attention to eligibility, implementation costs, and future consequences.
Personalized strategy evaluationPlan how much remains available to invest
Consider taxes and cash requirements together when deciding how much capital you can commit to your next opportunity.
Tax and cash-flow coordinationConnect tax decisions with your portfolio goals
Evaluate how a proposed commitment fits your existing assets, liquidity needs, and diversification priorities.
Analysis across your wider financial pictureWhat thoughtful tax analysis looks like
These examples show how we evaluate opportunities in the context of the people making the decisions.
High-income household • Real estate planning
Connecting a spouse’s involvement with real estate planning
Situation
A high-income household wanted to understand how the wife’s time and involvement in their real estate portfolio could fit into their tax planning.
Our analysis
We explored how her role, a cost segregation study, and the timing of a potential bonus depreciation deduction could work together, subject to the household’s facts and applicable requirements.
Why it mattered
The review connected the proposed strategy with the household’s circumstances and the year in which a deduction might be useful.
Example of analysis performed. No quantified tax savings or final outcome is claimed.
Multiple investors • Deal and tax analysis
One investment. Different tax consequences for each partner.
Situation
A proposed multipartner investment was expected to generate hundreds of thousands of dollars in losses for each partner.
Our analysis
We evaluated whether the deal’s underlying economics made sense and examined how the anticipated losses could affect each partner, including questions about active or passive treatment and the ability to use those losses.
Why it mattered
The group needed to understand both the investment itself and the differences in its potential tax effects across the partners.
Projected losses were part of the proposed transaction. They are not presented as realized losses, usable deductions, or tax savings.
Start with a 30-minute tax assessment call.
Tell us what you are considering and what you want to understand. We’ll discuss your priorities, whether Square Accounting is a fit, and the scope of a personalized review.
What we’ll cover
- Your main tax planning questions.
- Upcoming decisions and relevant timing.
- Whether a further engagement makes sense.
- The information and next steps a review would require.
This complimentary introductory call does not include a completed tax plan or personalized recommendations based on a full document review.
Request your assessment call
Your request has been received.
We’ll email you an invitation to schedule your complimentary 30-minute introductory call.
A clear next step
Send your request
Tell us what you would like to discuss.
Choose a time
Use the scheduling invitation we send by email.
Discuss your priorities
Clarify fit, scope, and the next step with Stevan.
Questions, answered plainly
What is included in the complimentary call?
A 30-minute introductory conversation about your priorities, upcoming decisions, and whether our services fit your needs. A completed tax plan and personalized recommendations require a separate engagement and appropriate review.
Will I work directly with Stevan?
Yes. Stevan Franeta, CPA, leads the planning conversations and recommendations.
Can you guarantee tax savings?
No. The suitability and benefit of a strategy depend on your facts, applicable requirements, costs, and timing.
Do I need to send documents before requesting a call?
No documents are needed to submit your request. We’ll explain how to share records securely if a further review requires them.
What if I am considering a time-sensitive opportunity?
Include the expected decision date in your request so we can understand the timing.
Bring your next decision into the planning conversation.
Start by telling us what you are considering.
Request My 30-Minute Tax Assessment