Planning that runs all year, not a scramble at the deadline.
Year-round tax planning and compliance in one relationship. We plan ahead, coordinate with your other advisors, and adjust as the year changes. The outcome gets shaped through the year, not reported after it.
What’s included
Everything in Gnomon Prep, plus a planning relationship that runs all year. Every engagement includes the work below, then we go deep on the levers specific to your situation.
- ✓The Gnomon Diagnostic, then a written Calibration plan
- ✓Federal and state returns prepared and filed
- ✓Planning worked through the year, not just at the deadline
- ✓Proactive moves identified and timed before year-end
- ✓Coordination with your attorney, banker, and other advisors
- ✓Direct access whenever something changes, before you act, not after
+Optional — Monarch Money expense tracking. If you want us watching your cash flow and accounts year-round, it sharpens what we surface for you. We provision and manage it; priced separately.
These are some of the specific things we help with for each situation, not a complete list, and we go where yours leads.
Small business owners
- ·Entity structure & the S-corp question, reasonable salary vs. distributions
- ·QBI / §199A optimization
- ·R&D credit & §174 treatment
- ·Owner retirement plans, solo 401(k), defined-benefit in strong years
- ·Estimated taxes & year-end profit timing
Real estate investors
- ·Depreciation & cost-segregation studies
- ·1031 exchange timing & structure
- ·Real-estate-professional status & material participation
- ·Passive-loss grouping, at-risk & basis tracking
- ·Short-term-rental treatment & entity/title structure
Executives with equity
- ·RSU vesting & the withholding gap
- ·ISO exercise sequencing & AMT planning
- ·ESPP & 83(b) elections
- ·QSBS qualification & tracking
- ·Concentrated-position diversification, timed for tax
What’s in it for you
Here’s what the four moves of the Gnomon Method actually do, in the terms of your own situation.
Calibrate
We set the plan to your exact situation, not a template.
- Founders. How you’re structured, how you pay yourself, and when you take profit, all set to your business.
- Real estate. Depreciation, real-estate-professional status, and 1031 timing, set to your portfolio.
- Executives. RSU, ISO, and QSBS decisions modeled well before they come due.
Indicate
We surface what deserves attention while there’s still time to act.
- Founders. The S-corp threshold, an R&D credit, or a retirement-funding window, flagged in time.
- Real estate. A year a cost-seg pays, a gap in your REPS hours, or a 1031 clock about to start.
- Executives. An AMT cliff, a withholding shortfall, or a position grown too concentrated.
Orchestrate
We coordinate the people and moving parts around you.
- Founders. Your bookkeeper, attorney, and payroll provider kept working from the same plan.
- Real estate. Your lender, 1031 intermediary, and cost-seg engineer lined up when you need them.
- Executives. Your equity and the investing side moving in time with the tax plan, not against it.
Compound
Small, well-timed moves repeat and build, year after year.
- Founders. Structure set once keeps paying off year after year as the business grows.
- Real estate. Depreciation and well-timed moves compound across the whole portfolio over time.
- Executives. A diversification schedule that keeps running instead of restarting each spring.
How it works.
It starts with the Diagnostic, a clear read on where you stand. From there we build your Calibration plan: what to do, in what order, and which version fits your cash flow and how much change you want at once. Then we work it with you through the year and keep it lined up with everyone else who advises you.
Ready to have it worked all year?
Start with the Diagnostic. We’ll show you what’s there and what a year of planning would change, before anything is scoped or quoted.
Start Your Diagnostic