We design and implement proactive tax strategy for high-income W-2 professionals and business owners — the planning your CPA files around, but rarely builds.
Figures reflect firm client averages. Individual results depend on income structure, entity type, and applicable law.
Whether you're planning ahead or already dealing with the IRS, we work the problem end to end.
Proactive, forward-looking strategy across entity structure, timing, and elections — built before you file, not after.
Ongoing guidance as your income, business, and the tax code change, so your plan stays current instead of going stale.
If you already owe back taxes, we negotiate directly with the IRS on your behalf — installment agreements, offers in compromise, penalty abatement, and resolving liens or levies.
Once income and complexity cross a certain line, compliance-only tax prep starts leaving money on the table. That's the gap we work in.
Executives, physicians, and specialists with high, complex income and limited structural flexibility on paper — and more available to them than they've been shown.
Owners whose entity structure, compensation, and benefits haven't been revisited since the business was smaller than it is today.
Dual-income households where combined earnings push into higher brackets faster than their planning has kept pace with.
We develop proactive, compliant tax strategies designed to maximize the credits and deductions available to you under the tax code — ethically, accurately, and with proper documentation.
An accurate tax return reports what happened. Proactive planning helps you make informed decisions before key deadlines, while keeping every strategy firmly grounded in the tax law.
Compensation, entity elections, retirement plans, and employee benefits should be reviewed regularly as your income, operations, and long-term goals change.
We identify opportunities, evaluate the tax impact, and coordinate implementation across your income, entities, and timing — so valuable planning opportunities are not overlooked.
Get the free Tax Savings Opportunity Assessment — the same areas we review in every client discovery session.
We review your income, entity structure, and prior filings to identify where you're likely overpaying and where opportunity exists.
We build a coordinated plan across entity structure, timing, and available elections — documented and ready for your CPA to execute, or for us to implement directly.
We implement the plan, then revisit it annually as your income, entities, and the tax code change.
A rough estimate based on income and structure. Your actual plan is built during a consultation, not a calculator.
Illustrative only, not a quote or guarantee. Actual savings depend on your specific income, entity structure, and applicable tax law, and are determined during a consultation.
Bobby is an Enrolled Agent with more than a decade of experience in tax and accounting, specializing in tax planning, advisory, and tax debt relief. His approach goes beyond preparing a return — he works with clients year-round to identify planning opportunities, understand the tax impact of major financial decisions, and build strategies designed around their business and long-term goals.
Bobby founded B. Powell & Associates on a simple belief: the best tax planning happens before the return is prepared, not after. He works primarily with privately held businesses, entrepreneurs, and professionals who've outgrown a once-a-year approach to taxes and want a more strategic, proactive relationship with their advisor — one built on clarity, confidence, and control over their tax position.
Tax planning brings greater clarity, better coordination, and fewer surprises. Every recommendation is evaluated under the tax code and tailored to your business, income, and long-term goals.
Understand which credits, deductions, elections, and planning strategies may apply to you — and what must be done to use them properly.
Your entity structure, compensation, retirement planning, and major financial decisions are evaluated together — not as isolated tax items.
Your plan is revisited as your business and financial circumstances change, helping you make informed decisions before critical deadlines pass.
Yes. Your CPA files the return. We build the strategy behind it — either handing it to your CPA to execute, or implementing it directly.
This works best once income, entities, or compensation have some real complexity to plan around — most of our clients are high-earning W-2 professionals or business owners.
We charge a flat fee. Know exactly what you'll pay upfront, with transparent flat fees and no surprise hourly bills or hidden costs.
Yes. Our work focuses on legal, code-compliant strategy — entity structure, timing, and elections — reviewed and adjusted as the law changes.
Yes. Alongside forward-looking strategy, we also work directly with the IRS on existing tax debt — installment agreements, offers in compromise, penalty abatement, and lien or levy resolution.
Tell us a bit about your situation and we'll follow up to schedule a call. There's no cost or obligation for the initial conversation.