Bridge for Business™
For business owners
One plan for the business and the household. Entity, compensation and distributions, retirement plan design, family payroll and estimates, planned as one tax picture.
Owners whose business and household are one tax picture.
For an owner, a decision about salary, distributions or a retirement plan changes the personal return as much as the company's. Bridge for Business plans both sides together, so neither is decided blind to the other.
It includes everything in Bridge Protect™ for the owners' household.
The owner decisions that change your tax.
Planned before they are made, with the effect on the business and the household known together.
Entity structure
Whether the business is set up the right way for where it is now, and when that should change.
Compensation and distributions
For S corporation owners, a reasonable salary that holds up, and distributions planned around it.
Retirement plan design
A retirement plan chosen for what it does for the owners' tax as well as for the business.
Family payroll
Whether family members who work in the business should be on payroll, and how.
Estimated taxes
Estimates set from the plan for the year, for the business and the owners.
Selling the business
The tax on a sale, considered well before the sale.
Both sides, every quarter.
It begins after Discovery, the conversation where we decide together that Bridge for Business is the right fit.
Tax Health Assessment™
An Assessment across the business, the owners and the household, with the priorities that matter most settled together.
Quarterly Reviews
Reviews that cover both the business and the household, measured against the plan.
Your returns
The business and owners' returns are prepared inside the relationship, so what was planned is what gets filed.
“When I launched my company last year, he guided me through every step and made everything feel manageable. Since then, he's been by my side for all tax planning.”
Plan the business and the household together.
An established business? CFO Insight™ includes everything in Bridge for Business.