How We Help Small Business Owners & Self-Employed Professionals Keep More & Grow Faster

The right structure is the foundation of everything. We analyze your business model, revenue, growth plans, and personal situation to design the optimal entity framework whether that's an S-corp, C-corp, partnership, or multi-entity structure.

One of the most impactful decisions for a self-employed professional or LLC owner earning over $80,000 is whether to elect S-Corp status. A properly structured S-Corp can eliminate $10,000–$30,000 or more in self-employment taxes annually. We analyze whether an S-Corp election makes sense for your income level, run the numbers, and handle the election and ongoing compliance if it does.

Year-Round Proactive Tax Strategy

S-Corp Election, LLC Structure & Entity Tax Planning for Small Business

We don't disappear after April 15th. We meet quarterly to review your numbers, project your tax liability, and implement strategies throughout the year:

• Quarterly estimated tax payments so you're never caught off guard

• Equipment purchases & Section 179/Bonus Depreciation timed for maximum benefit

• Retirement plan optimization (SEP, Solo 401k, Cash Balance plans)

• R&D tax credits for businesses developing new products or processes

• Cost segregation if you own your building and can utilize accelerated depreciation

Clean Books That Drive Better Decisions

Accurate, up-to-date bookkeeping that gives you real-time visibility into your business:

• Proper chart of accounts designed for your industry and tax optimization

• Monthly financial statements so you know where you stand

• Clear separation between personal and business expenses

• Audit-ready documentation for every deduction

Growth & Exit Planning

Where is this business going? We help you plan for:

• Scaling strategies that don't create tax disasters

• Adding partners or investors with the right structure

• Acquisition planning to buy competitors or complementary businesses

• Exit & succession planning to maximize after-tax proceeds when you sell

Payroll & Compliance Done Right

Payroll taxes, worker classification (W-2 vs. 1099), quarterly filings, year-end reporting—all handled accurately and on time so you can focus on running your business, not paperwork.

Industries We Serve

• Professional Services: Consultants, agencies, law firms, medical practices, engineering firms

• Construction & Trades: Contractors, electricians, plumbers, HVAC, landscaping

• Retail & E-commerce: Online stores, brick-and-mortar retail, Amazon FBA sellers

• Restaurants & Hospitality: Multi-location restaurants, bars, catering, food trucks

• Manufacturing & Distribution: Product-based businesses, wholesale, light manufacturing

• Technology & Software: SaaS companies, app developers, IT services

• Healthcare: Private practices, dental offices, specialty clinics, medical groups

Ready to Stop Overpaying?

Let's have a conversation about your business, your goals, and what's possible with the right tax strategy. Whether you're in New Orleans, Houston, Dallas, Austin, Miami, Tampa, or anywhere in the United States, we work with closely held small businesses and self-employed professionals who are serious about paying less in taxes. Schedule a free 30-minute discovery call — we'll identify exactly what strategies apply to your situation.

Serving Small Business Owners Across Louisiana, Texas & Florida

Our small business clients are located throughout the Gulf South and Sun Belt — from New Orleans and Baton Rouge to Houston, Dallas, Austin, San Antonio, Miami, Tampa, and Orlando. We work in person for local clients and via Zoom for everyone else, with no drop in service quality.

Texas and Florida businesses benefit from having no state income tax, but federal tax planning is just as critical — and the strategies available to closely held businesses in these states are identical. If you're a business owner in any of these markets paying more than you'd like in federal taxes, we should talk

Our typical client has 3 owners or fewer and earns between $150,000 and $5,000,000 annually

Q: Should my LLC be taxed as an S-Corp?

FAQ

It depends primarily on your net profit. As a sole proprietor or single-member LLC, you pay self-employment tax (15.3%) on all net earnings. With an S-Corp election, you pay yourself a reasonable salary and only pay payroll taxes on that salary and the remaining profit passes through without self-employment tax. For most business owners earning over $80,000 in net profit, the savings are significant. We run the analysis and handle the election if it makes sense for your situation.

Q: What's the difference between tax preparation and tax planning?

Tax preparation is backward-looking — it records what happened and files a return. Tax planning is forward-looking — it identifies strategies, changes behavior before year-end, and reduces what you owe. Most CPAs only do preparation. We lead with planning and use preparation to document what we've already implemented together.

Q: What retirement plans can small business owners use to reduce taxes?

Business owners have access to some of the most powerful retirement vehicles available — SEP-IRAs, Solo 401(k)s, and defined benefit/cash balance plans. A cash balance plan, for example, can allow a high-earning business owner to contribute and deduct $100,000–$300,000+ per year depending on age and income. We design retirement strategies that reduce your current tax liability while building long-term wealth.

Q: How often will we meet and what does the ongoing relationship look like?

As we get started, we meet with clients quarterly at minimum and more frequently during growth phases or when major decisions are on the table. Between meetings, we're available for questions and proactively reach out when tax law changes or opportunities arise. You'll never be surprised by your tax bill because we're projecting it with you throughout the year.

Strategic planning for business owners, real estate investors, and high-earning professionals — nationwide.

Contact

(504) 264-3289 - text preferred

© 2025. Crescent CPA Advisors, LLC. All rights reserved.

info@crescentcpaadvisors.com

Address:

4823 Pitt Street, New Orleans, Louisiana 70115

Serving clients in New Orleans, Baton Rouge, Houston, Dallas, Austin, Miami, Tampa, and nationwide