Tax Planning & Strategy
Proactive planning for the business you own and the future you want.
Most tax work looks backward at what already happened. Our planning looks ahead, so your business decisions, your tax position, and your eventual exit all point in the same direction.
Request a Strategy ConsultationWhat planning with Orion includes
Goals review
We start with what you want personally and financially, not just this year's return.
Tax position review
We look at how your business and your personal tax picture fit together today.
Decision support
We help you weigh the tax effects of major decisions before you make them, such as large purchases, real estate, compensation, and entity changes.
Depreciation strategy
We coordinate cost segregation and related depreciation planning for business and investment real estate.
Exit alignment
We make sure today's planning supports, rather than complicates, a future transition.
Advisor coordination
We work with your existing CPA, attorney, and wealth advisor so recommendations are carried out correctly.
The quarterly opportunity scan
A standing look at your opportunities
Each quarter we review your business for tax planning opportunities and changes worth acting on, and summarize them in a short, prioritized brief. You always know what is on the table and what to do next.
Today's tax decisions are tomorrow's exit decisions
The way you hold real estate, structure ownership, and report earnings can affect what a buyer pays and what you keep after the sale. We plan with that future in mind, so you are not untangling it under deadline pressure.
We add to your team, not replace it
If you already have a CPA you trust, keep them. We focus on forward-looking strategy and coordinate with your existing advisors to carry it out.