PROFFITT CORNER ADVISORS · TAX PLANNING & ADVISORY
STRATEGIC TAX PLANNING AND FINANCIAL ADVISORY FOR INDIVIDUALS AND BUSINESSES
Every year without a strategy is a year you’ve overpaid. Our tax planning services bring advanced tax planning, entity advisory, and fractional CFO services together into one plan built entirely around your financial goals.
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TRUST BAR
- Confidential & Secure
- Year-Round Tax Planning
- $1.315 M+ in Planning Savings
- Nationwide Client Base
- IRS Enrolled Agent
TRUST NUMBERS
Client Tax Savings
$1.315 M+
States Served Nationwide
50
We Don't Just File Returns;
We Actively Reduce What You Owe.
CORE VALUE PROPOSITION
A Proactive Approach to Tax Planning Services and Financial Strategy
Most firms focus only on filings at year-end. Proffitt Corner Advisors operates differently. Our tax planning services are built around a year-round strategy that integrates your personal finances, business operations, and retirement goals into a single, cohesive plan.
Through advanced tax planning and business advisory, we position every client to keep more of what they earn, every year, not just at tax time.
$716,454
Saved Through Tax Planning & Strategy (2020–2023)
- Reduce Tax Liabilities
- Protect Assets & Legacy
- Strategic Entity Structuring
- Improve Business Cash Flow
- Build Long-Term Security
TAX PLANNING SERVICES
Comprehensive Tax Planning Services for Every Financial Situation
Strategic, year-round tax planning services to minimize your liabilities, maximize deductions, and align every decision with your long-term financial goals.
High-Income
ADVANCED TAX PLANNING
Multi-year tax strategies are built for complex financial situations. We analyze every layer of your income, investments, and business to build a plan that permanently reduces what you owe.
- Multi-year tax reduction strategies
- High-income & complex situation planning
- Entity and trust planning structures
- Capital gains & investment optimization
Businesses
Small Business & Corporate Tax Planning
From S-Corp election to year-end strategies, our business tax planning services are tailored to reduce your corporate tax burden and improve bottom-line performance year-round.
- Entity optimization & restructuring
- Salary vs. distribution planning
- Year-end business tax strategies
- Quarterly tax planning & forecasting
Individuals
Individual Tax Planning Services
Personalized tax planning for individuals who want clarity in their taxes. We assess your full finances and build strategies for maximum tax savings.
- Investment & capital gains planning
- Retirement contribution strategies
- Charitable and estate planning
- Itemized deduction maximization
Other Services
BUSINESS SUCCESSION PLANNING
Business Succession and Exit Strategy Planning
Without a succession plan, business owners risk losing up to 50% of their business value to taxes and transition costs.
The future of your business deserves a strategic plan. Our business succession planning services help owners with tax-efficient transitions, protect accumulated wealth, and ensure your legacy is preserved.
Buy-Sell Agreement Planning
Ownership Transition Planning
Tax-Efficient Business Sales
Family Succession Strategies
The Succession Planning Process
Business Valuation & Goal Setting
We assess your business’s current value and define your exit or succession goals, timing, heirs, and financial targets.
01
Tax-Efficiency Mapping
We assess your business’s current value and define your exit or succession goals, timing, heirs, and financial targets.
02
Legal Structure & Agreement Drafting
We coordinate buy-sell agreements, ownership transfers, and trust vehicles aligned with your succession strategy.
03
Ongoing Monitoring & Adjustment
Tax laws change. We monitor your plan annually and update it to keep your exit strategy optimized.
04
Other Services
RETIREMENT PLANNING
Retirement Planning with Annuities and Life Insurance
Retirement should be predictable, not uncertain. Proffitt Corner Advisors builds tax-efficient retirement income strategies using insurance-based solutions that protect your wealth from market volatility and from unnecessary tax exposure.
Key Solutions:
- Annuity Income Planning & Structuring
- Life Insurance Retirement Strategies (IUL)
- Tax-Advantaged Income Structures
- Estate & Legacy Planning
Our Retirement Solutions
Fixed Index Annuities (FIA)
Guaranteed income with upside potential linked to market indexes. No risk of loss while still participating in market growth.
Indexed Universal Life Insurance (IUL)
Build tax-free retirement income while providing a death benefit. A powerful wealth transfer and income tool for high earners.
SEP & Solo 401(k) Planning
Maximize contributions for self-employed individuals and small business owners. Reduce taxable income while building retirement wealth.
Final Expense & Whole Life Insurance
Legacy protection and final expense coverage, ensuring your family’s financial security without burden or delay.
Other Services
ADVISORY SERVICES
Strategic Financial and Entity Advisory Services
Beyond tax planning services, Proffitt Corner Advisors provides specialized financial advisory services for growing businesses and investors. The expert guidance they need to scale, structure, and succeed.
Fractional CFO Services
Fractional CFO Services
Get executive-level financial strategy without the full-time CFO price tag. Our fractional CFO services give growing businesses real-time financial intelligence and leadership.
- Executive-level financial strategy & oversight
- Cash flow forecasting & management
- Budgeting, KPI tracking & reporting
- Investor-ready financial documentation
Crypto Tax Services
Crypto Tax Services
Digital asset taxation is among the most misunderstood areas of the tax code. Our crypto tax services ensure full IRS compliance while minimizing your taxable events across all platforms.
- Crypto & NFT capital gains tax planning
- Stablecoin, DeFi & yield income reporting
- IRS-compliant digital asset filings
- Tax-loss harvesting strategies for Web3 investors
Entity Advisory
Entity Advisory
Your business structure directly impacts how much tax you pay. Our entity advisory service identifies the optimal legal structure and execution plan to reduce liability, protect assets, and maximize retained earnings.
- Business structure selection & analysis
- LLC, S-Corp, and C-Corp planning
- Entity restructuring for tax optimization
- Multi-entity holding strategies
WHO WE SERVE
Financial Solutions for Individuals and Growing Businesses
Beyond tax planning services, Proffitt Corner Advisors provides specialized financial advisory services for growing businesses and investors. The expert guidance they need to scale, structure, and succeed.
High-Income Individuals
Executives, professionals, and high earners who need strategic tax planning to minimize their bracket exposure and protect accumulated wealth.
Small & Mid-Size Businesses
Growing companies that need year-round business tax planning, entity advisory, and executive financial guidance to scale profitably.
Entrepreneurs & Startups
Founders who need the right entity structure, tax-efficient compensation strategies, and real financial guidance from day one.
Investors & Real Estate Owners
Real estate investors and asset holders who want to leverage depreciation, 1031 exchanges, and other strategies to defer and reduce taxes.
Business Owners Planning Exits
Owners preparing for business succession, family transfers, or M&A who need tax-efficient exit and business succession planning.
Crypto Investors & Web3 Founders
Digital asset investors who need specialized digital asset reporting and IRS-compliant filing across all blockchain activities.
WHY CHOOSE PROFFITT CORNER ADVISORS
Why Clients Trust Proffitt Corner Advisors
In a market full of tax preparers, Proffitt Corner Advisors is an all-round Tax Consultation Firm. Every client relationship is built on smart planning, personalized advisory, and measurable results.
Year-Round Proactive Tax Planning
We don't wait for April. At Proffitt Corner Advisors, planning runs 365 days a year, capturing every opportunity to reduce your liability before it's too late to act.
Integrated Personal & Business Strategies
We align your personal and business tax strategies into a single optimized plan. Most firms treat these separately, but we see the full picture.
Advanced Planning for Complex Situations
Multi-entity structures, digital assets, business succession planning, and high-income scenarios, we specialize where others refer out.
CFO-Level Financial Expertise
Through our CFO-level expertise, clients gain access to financial leadership that drives decisions, not just compliance filings.
Personalized Advisory Approach
You work directly with our experienced advisors who know your name, your business, and your goals
OUR PROCESS
Our Strategic Advisory Process
Our four-step approach turns financial complexity into a clear, executable strategy, without wasting your time.
Discovery
We review your complete financial and business situation, income, entities, investments, and goals to understand where most tax savings are possible.
01
Strategy Development
We build a customized tax and financial plan using proven techniques tailored to your specific situation, goals, and timeline.
02
Implementation
We execute strategies across entity structuring, retirement contributions, and financial advisory to reduce taxes and improve your outcomes immediately.
03
Ongoing Support
Tax planning is continuous. We monitor your plan year-round, adjust for law changes, and ensure you’re always positioned for maximum efficiency.
04
FREQUENTLY ASKED QUESTIONS
Latest Tax Planning Guides and Financial Resources
Stay ahead of tax law changes and financial strategy with expert insights from the Proffitt Corner Advisors advisory team.
Have a Tax Question We Haven't Answered?
Every financial situation is unique.
Schedule a free consultation with a Proffitt Corner Advisors advisor and get personalized answers, along with a clear picture of how much you could save through our tax planning services.
Proffitt Corner Advisors offers comprehensive tax planning services, including advanced tax planning, business tax planning, individual planning, entity advisory, fractional CFO services, digital asset tax planning, business succession planning, and retirement strategies using annuities and life insurance. Whether you're an individual looking to reduce your tax bill or a business owner planning for the future, there's a service built for your situation.
Yes. Unlike most tax preparers, Proffitt Corner Advisors delivers year-round tax planning. Tax strategy requires continuous attention. We monitor your financial position, track law changes, and adjust your plan throughout the year to ensure you're always positioned for maximum savings.
Advanced tax planning is ideal for high-income individuals, business owners, real estate investors, and anyone with complex financial situations involving multiple income sources, entities, or investment portfolios. It also pairs directly with entity advisory, since the right business structure and the right tax strategy work together to produce the best outcome. If your tax bill keeps growing, a structured tax strategy is the solution to systematically reduce it.
A fractional CFO provides executive-level financial strategy and oversight on a part-time or project basis. Fractional CFO services are ideal for small to mid-size businesses that need financial leadership, cash flow management, KPI tracking, budgeting, and strategic planning, without the cost of a full-time hire. Many of our clients pair fractional CFO services with business tax planning to align their financial operations and tax strategy under one cohesive plan.
The IRS treats cryptocurrency as property. Every sale, trade, or use of crypto, including DeFi activity, staking rewards, and NFT transactions, creates a taxable event subject to capital gains tax. Our crypto tax services are built for full IRS compliance, using strategic planning to minimize total digital asset tax exposure. For clients who also run a business or hold crypto inside an entity, we integrate crypto tax services with entity advisory to ensure every layer of your financial picture is covered.
You should review your structure whenever you experience significant revenue growth, add a business partner, plan for exit or succession, or face rising self-employment tax burdens. Our entity advisory covers whether your current LLC, S-Corp, or C-Corp is still tax-optimal, and restructures it if needed. For owners nearing retirement or a sale, entity advisory often goes hand in hand with business succession planning, since the structure you hold your business in directly impacts how much of its value you actually keep.
START YOUR TAX PLANNING AND FINANCIAL STRATEGY TODAY
Stop overpaying in taxes. Stop guessing about your business finances.
Proffitt Corner Advisors’ tax planning services give you a clear, proactive strategy for reducing taxes, improving cash flow, and building long-term financial security.
- 100% Confidential
- No Obligation
- Serving Clients Nationwide
- Response Within 24 Hours
