Not because their CPA made an error. Not because of some audit or penalty. But because they never actually had a plan in the first place.
Tax planning isn’t about saving money at year-end. It’s about building a proactive, ongoing strategy that aligns with your business growth, cash flow, and wealth-building goals.
And yet—most founders and business owners overlook it completely.
🚨 Why Is Tax Planning Ignored?
Because it doesn’t feel urgent. You file taxes once a year. The books get reconciled. The return is submitted.
Done, right?
Wrong.
What you’re missing is everything that could’ve happened before the return was filed:
• Entity structuring for tax efficiency
• Timing income or deductions strategically
• Leveraging credits like R&D or 179
• Avoiding double taxation across entities
• Designing owners compensation the right way
• State apportionment and nexus risks
• Transfer pricing benchmarks (yes—even for smaller firms)
Those are strategic moves. Not compliance tasks.
And that’s why your CPA alone isn’t enough. They’re focused on reporting the past. A Strategic CFO helps you shape the future.
💸 What It’s Costing You
Let me be clear:
Tax planning isn’t just for the ultra-wealthy or billion-dollar firms. It’s for any business where cash matters — and it always does.
We’ve seen businesses leave tens to hundreds of thousands on the table:
✅ A trucking company missing asset depreciation timing
✅ A logistics client reinvesting heavily but in tax-inefficient ways
✅ A fintech founder misaligned on entity + equity structure
✅ A family office with EBITDA-negative acquisitions still paying royalty taxes due to deal terms
Every one of those was solvable with a plan.
📊 The 7 Tax Leaks You Might Be Missing
We’ll break these down in a coming post, but here’s the preview:
1. Overpaying via owner draws vs salary
2. Underutilized Section 179 or bonus depreciation
3. Improper entity structure (especially for multi-LLC setups)
4. Missed timing opportunities on income/deductions
5. Leaving federal and state credits unclaimed
6. Paying tax on phantom income due to accrual timing
7. Failing to coordinate with estate or exit strategy
✅ What To Do About It
At Borromeo Ventures Group, we help business owners go from:
• “Let me just get through tax season” to
• “I’m in control of my cash, my tax plan, and my future.”
If you haven’t done a tax planning review this year — or ever — now is the time.
📅 Book a no-cost discovery call | 🌐 borromeogroup.com
We’ll take 20 minutes to find out where you stand — and if there’s money to bring back to your bottom line.