Strategy savings depend on entity structure, income mix, and what’s currently being missed. Rather than a generic claim, we give you a specific projection in the Fit Assessment based on your last return.
Year-Round Tax Strategy. One Team, All Year.
Quarterly planning around your structure, compensation, and timing decisions. By the same team that handles your bookkeeping and tax preparation.
When Tax Strategy Becomes Worth It
Strategy becomes meaningful at a certain level of complexity. A few patterns where it tends to be worth the investment.
What We Manage for You
What Strategy Looks Like in Practice
Strategy is built around your business and your personal life, and revisited as both change. The work shows up in a few specific places.
A Coordinated Process, Not a Single Meeting
Strategy at Thornton runs as a coordinated process across the year. Here’s what it looks like once you’re working with us.
Coordinated With Your Estate Planning Attorney, Wealth Advisor, and Insurance Team
Most tax strategy decisions touch more than just the tax return. A retirement plan election affects your wealth advisor’s allocation. An entity restructure goes through your attorney. Insurance-based strategies pull in your insurance team.
When the decision touches more than one professional, we bring everyone to the same table, ours or yours.
You stay in the room. You stop being the messenger.
Don’t have an attorney, wealth advisor, or insurance broker you trust? We’ve built an ecosystem of referral partners over decades of practice — professionals we’ve worked alongside and would send our own families to. If you need an introduction, we’ll make one.
Strategy Belongs at the Same Table as Bookkeeping and Tax Prep
Strategy can't run on bad data, and bookkeeping has no purpose if no one is using the numbers. Keeping all three at the same table, with the same people, is the difference between coordinated planning and disconnected services.
Start the Conversation
Questions Owners Ask Most
How much could this save us?
How often do we meet?
Most strategy clients meet quarterly, with mid-year planning checkpoints scheduled by us, not requested by you.
How is this different from tax prep?
Tax prep handles what already happened. Strategy handles what happens next. Both are necessary, and they work better when the same team handles them.
When should I start?
Strategy works best with lead time before deadlines. Most clients start in the first half of the year so the planning has room to land before year-end.
How vetted are the strategies you recommend?
Every strategy we recommend has been peer-reviewed by industry experts before it reaches your table. You’re never the test case.
Three Generations. Since 1949. Same Approach.
Strategies peer-reviewed by industry experts
Three-generation tax practice
Plan the Year With the Tax Picture in Front of You
Strategy works best when bookkeeping, tax preparation, and planning are all on the same table. Start with a 30-minute conversation.
