Tax Planning · Based in Southern California · Serving Nationally
Proactive, year-round tax planning
Helping founders, partners, and practice owners keep more of what they earn
Entrepreneurs
Business Owners & Founders
Entity structure, owner comp, and retirement planning for profitable pass-through owners.
Medical & Dental Practices
Practice Owners & Partners
Year-round tax strategy for physicians and dentists who own or co-own their practice.
Professional Practices
Consulting & Corporate Executives
Partnership draws, equity compensation, and high-income planning for professionals with complex income sources.
What Vantage Does
Tax strategy and planning, handled year-round.
Most tax professionals focus on preparing and filing returns. We focus on the decisions that happen before the return — the ones that actually affect how much you pay.
Our work is ongoing. We meet with clients quarterly, monitor their tax position throughout the year, and bring recommendations as they become relevant to your life.
Some of Vantage's services
- Year-round tax planning and quarterly projections
- Entity selection and structure — S-corp, LLC, sole proprietor
- Retirement plan design — Solo 401(k), cash balance, and defined benefit plans
- Estimated tax calculation and payment planning
- Cash flow and income planning
- Owner compensation and reasonable-comp planning for S-corps
- IRS representation
Who We Work With
- People who value on-going tax advice, not just tax prep
- Peopel with entity, comp, and real estate decisions to make
- People who are open to a different way of doing things
Who We're Not The Right Fit For
- Clients looking for a once-a-year filing relationship
- Clients whose situation doesn't warrant ongoing planning work
- Anyone looking for low cost tax preparation
What to expect
How an engagement with Vantage works.
Step 1
Introductory call
A 20-minute conversation to see if it’s the right fit. We cover your business and income structure, current situation, and what you’re looking for. No pitch, no pressure.
Step 2
Discovery Meeting
We review your prior returns, assess your current entity structure, and identify the highest-priority planning opportunities for your situation.
Step 3
Ongoing Planning
Quarterly meetings, year-end planning sessions, and direct access when decisions come up. We handle your filings and stay ahead of deadlines.
Step 4
Year over year
As your income and situation evolve — new contracts, real estate, retirement decisions — your strategy adapts. The relationship deepens over time.
Common questions
A few things to know before reaching out
The main difference is the scope of the engagement. A traditional relationship with a tax professional focuses on getting the return filed. Our work starts earlier, we look at what decisions you can make before the year closes. Whether that difference is worth making a change depends on your situation, which is what the introductory call is for. We’re also happy to coordinate with your current tax preparer.
Yes. While Vantage is based in Los Angeles, we work with physicians nationwide. Most of our work is done remotely — video calls, shared documents, and direct access when decisions come up.
Tax planning projects are fixed fee and priced based on complexity. We discuss pricing directly during the introductory call, once we understand what your situation actually involves. We do provide general pricig information on the Pricing page.
Yes, as part of every planning engagement. We don’t offer tax preparation on its own — the planning and the return go hand in hand.
