Strategic Tax Planning

Strategic Tax Planning

Strategic Tax Counsel for Every Stage of Your Business Journey

Strategic Tax Counsel for Every Stage of Your Business Journey

Growing businesses need more than annual tax prep. They need strategic guidance that protects profits, maximizes cash flow, and positions every transaction for success.

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What we do

What is Strategic Tax Advisory?

Strategic tax advisory goes far beyond compliance and annual filings. While traditional CPAs focus on historical reporting, strategic tax counsel anticipates your business moves and structures them for optimal tax outcomes.

Think of it as the difference between a rearview mirror and GPS navigation. Traditional tax prep tells you where you've been. Strategic tax advisory shows you the most efficient route to where you're going—whether that's rapid growth, multi-state expansion, or a profitable exit.

For growing businesses, this means:

Proactive planning that saves money before decisions are made

Transaction structuring that maximizes after-tax value

Year-round guidance that keeps you compliant and competitive

Industry-specific strategies that fit your unique business model

The result? More cash stays in your business, fewer surprises derail your plans, and every major decision is made with tax implications in mind.

The result? More cash stays in your business, fewer surprises derail your plans, and every major decision is made with tax implications in mind.

After interviewing seven other attorneys, I decided to work with Laura Gieseke on a small business acquisition…she not only had great deal experience but just ‘got it.’”

Audrey Fisher

Audrey Fisher

Audrey Fisher

Laura and the SMB Law Group helped navigate a difficult M&A deal that entailed not-ordinary tax and non-compete treatments.”

Jeremy Vernetti

Jeremy Vernetti

Jeremy Vernetti

why us

Why Growing Businesses Choose Our Tax Advisory

Tax-Smart Growth & Transactions

Structure M&A deals, reorganizations, and exits for maximum after-tax value. Don't leave money on the table when it matters most.

Maximize Cash Flow

Proactive use of deductions, credits, and tax elections puts money back into your business—where it belongs.

No Surprises

Fixed-fee or transparent pricing means you never fear the bill when you need to call us for guidance.

A Partner Who Knows Your Business

Industry-specific strategies for manufacturing, SaaS, construction, and services—explained in plain English, with year-round guidance.

our advantage

What Makes Us Different

We specialize in the lower middle-market

not too small to matter, not too big to ignore.

Predictable Pricing

No surprise invoices or nickel-and-diming for quick calls

Industry Insight

Your tax plan fits your business, whether you're in manufacturing, SaaS, construction, or services

Big-firm Expertise, Boutique Attention

Partners are hands-on, not hidden behind junior staff

Proactive Approach

We don't just prepare returns—we prepare strategies

process

Our Tax Advisory Process

1

Discovery & Diagnostic

Deep dive into your current structure, operations, and growth plans to identify opportunities and exposures.

2

Tax Strategy Plan

Comprehensive analysis identifying savings opportunities, potential exposures, and transaction considerations.

3

Implementation

Execute entity elections, holding company design, and strategic restructuring to optimize your tax position.

4

Transaction Advisory

When you buy, sell, or exit—we structure deals for maximum value and minimum tax risk.

process

Our Tax Advisory Process

1

Discovery & Diagnostic

Deep dive into your current structure, operations, and growth plans to identify opportunities and exposures.

2

Tax Strategy Plan

Comprehensive analysis identifying savings opportunities, potential exposures, and transaction considerations.

3

Implementation

Execute entity elections, holding company design, and strategic restructuring to optimize your tax position.

4

Transaction Advisory

When you buy, sell, or exit—we structure deals for maximum value and minimum tax risk.

process

Our Tax Advisory Process

1

Discovery & Diagnostic

Deep dive into your current structure, operations, and growth plans to identify opportunities and exposures.

2

Tax Strategy Plan

Comprehensive analysis identifying savings opportunities, potential exposures, and transaction considerations.

3

Implementation

Execute entity elections, holding company design, and strategic restructuring to optimize your tax position.

4

Transaction Advisory

When you buy, sell, or exit—we structure deals for maximum value and minimum tax risk.

testimonials

Great Businesses Trust Us

$0.5B+
$0.5B+

in deals closed since 2022

500+
500+

entrepreneurs backed

0.5
0.5
/10
/10

recommend us

We used Laura for our most recent acquisition, and she was amazing…acted like the Quarterback for the whole process.”

Michael Klear

Michael Klear

Michael Klear

Working with Laura was incredible; she was always available and provided much more than yes/no answers.”

Josh Sipma

Josh Sipma

Josh Sipma

Laura Gieseke advised us on a corporate matter, which she handled perfectly. Responsive, knowledgeable and fair.”

Michael Troughton

Michael Troughton

Michael Troughton

recent clients

Ready to Transform Your Tax Strategy?

Book a 30-Minute Tax Strategy Call

No obligation; we’ll review your tax posture and surface immediate opportunities. Get your tailored plan for compliance, planning, and growth.

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