Advisory Services
Driving Business Growth and Financial Clarity Through Strategic, Data-Driven Advisory Services for Individuals and Businesses
Minimize Taxes, Protect Assets, Build Wealth.
Your business is more than a job - it’s your most powerful wealth-building tool. Our BATS Advisory services are designed to help you use it to its fullest, with strategies that minimize taxes, protect assets, and grow long-term wealth.
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We guide you through every major decision that impacts your financial future - from entity selection and reasonable compensation, to retirement planning, rental real estate strategies, cost segregation, legacy planning, and even turning non-deductible expenses into deductible ones.
Every recommendation is practical, IRS-compliant, and built to work in the real world for business owners like you today, and for decades to come.
Our Core Advisory Areas and Why it Matters
Entity Selection
Structure
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LLC vs. S Corp: when to choose or switch
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Multi-entity planning for protection, flexibility, tax savings
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Align business, trust, and retirement plans
Reasonable Compensation
and Compliance
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S Corp salary analysis to avoid IRS issues
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Owner payroll planning for tax savings and compliance
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Annual reviews to adjust for income and industry changes
Real Estate and
Asset Strategies
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Rental property tax planning and passive income optimization
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Cost segregation studies to accelerate depreciation and free up cash flow
Paying Family
Members
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Employ spouses or children legally and tax-efficiently
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Shift income to lower tax brackets while funding retirement/education
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Maintain records to satisfy IRS requirements
Retirement and Investment Planning
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Choose the right plan: Solo 401(k), SEP IRA, or Defined Benefit
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Backdoor Roth IRA for high-income earners
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Integrate retirement plan into the Master Trifecta
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Lifestyle Through
Your Business
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Use business to cover travel, education, and healthcare costs
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Convert non-deductible expenses into deductible ones
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Offer benefits that reward you and attract talent​​​
Legacy Estate
Planning
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Coordinate wills, trusts, and entity structures
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Plan business succession for continuity
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Preserve wealth across generations and reduce estate taxes
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Discovery Session
01.
02.
Strategic Blueprint
You get a custom tax and wealth plan tailored to your business' situation.
03.
Implementation Support
We help you put strategies into place and keep your business compliant with the IRS.
04.
Annual Review
Tax laws change, and so should your strategy. We update your plan each year to keep you ahead.
