Original guidance from Julie — the same kind of conversation that a client would have during a planning meeting, written down so it can be re-read and shared.
Once a transaction closes or an entity election is filed, most of the tax outcome is set. The most useful call happens while the decision is still being written on the whiteboard, not after the paperwork is signed.
You cannot plan a fourth-quarter tax move against an income number you do not yet have. A short, honest projection in October or November is what makes December decisions meaningful.
How the business pays the owner — salary, distribution, benefits, retirement contributions — moves personal tax outcomes as much as it moves business ones. Both sides of the return deserve to be looked at together.
Sales-tax registration is not the end of the work — it is the beginning of a new set of filings, deadlines, and record obligations. A short conversation before registration usually saves months of cleanup afterward.
The right documents make the conversation about a property sale faster and more precise: closing statements, basis records, improvement history, prior depreciation, and the timing of any 1031 or installment considerations.
Bring it to Julie directly. Most planning conversations start that way.