THL Business Tax Strategy Review™

You're building a real business.
Stop letting taxes decide what you keep.

A 90-minute deep-dive with a Business & Tax Strategist who tells you exactly where you stand, what can still be changed before December 31, and what to do next.

REQUEST YOUR STRATEGY REVIEW  →
Answer a few quick questions and pick a time for a short connection call.
90 minOne-on-one with Tabitha
Virtualor in person, Raleigh NC
Dec 31The deadline this session beats
Tabitha Lewis, Business & Tax Strategist
Tabitha Lewis, MBABusiness & Tax Strategist · TEDx Speaker
Founder, THL Ultimate Solutions
Clarity. Strategy. More Profit.✦ Advising business owners since 2013✦ TEDx Speaker✦ Author of Rise Stronger™
Sound familiar?

Most owners don't have a money problem.
They have a strategy problem.

If any of these are true right now, you're paying for the absence of a plan — usually in April.

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Your tax bill is high every single year and no one has explained why.
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Revenue went up this year and you have no idea what you'll owe.
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You're not sure your LLC or S-corp setup still fits the business you have now.
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You're paying yourself out of the account instead of through a real strategy.
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Estimated payments are guesswork — or they haven't happened at all.
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You have multiple businesses, rentals, or income sources and nobody is looking at the whole picture.
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You're behind on filings or you already owe the IRS or the state.
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You're profitable on paper but it never feels like it in your bank account.

None of this means you're bad with money. It means no one has sat down and built you a strategy.

What we cover

One session. Four decisions that change your numbers.

Your Business Tax Strategy Review is built to evaluate your current tax position, identify tax strategy planning opportunities, and determine what actions are still available before year-end.

01

Where you actually stand

We evaluate your current tax position using your real numbers — revenue, profit, payroll, estimated payments — so the conversation starts with facts instead of guesses.

02

What can still be changed this year

We identify the tax strategy planning opportunities available to you and which actions are still on the table before December 31.

03

Whether your structure still fits

Sole prop, LLC, S-corp, multiple entities, real estate — we look at whether your setup is helping you or quietly costing you money.

04

How you pay yourself

Owner pay, payroll, and reserves reviewed as one decision, because that's what drives both your tax bill and your take-home.

What you walk away with

You leave with a plan, not homework.

A clear picture of your position

No more wondering. You'll know where your business stands and what is driving your tax bill.

The moves still available to you

The specific opportunities that apply to your business — and the deadlines attached to them.

A written plan and 90-day roadmap

Your next moves in order, so you leave with direction instead of a pile of ideas.

Some moves expire December 31.

Entity elections, payroll decisions, retirement contributions, equipment timing, estimated payments — once the year closes, the options close with it. This session exists to catch them while they still count.

How it works

Three steps, and the hard part is already done for you.

1

Request your review

Answer a few quick questions and choose the best day and time for a short connection call.

2

A short connection call

This is not your strategy session yet. It’s a quick call to get to know you, your business, and what you want help with. From there, we set your 90-minute session and send a short confidential intake.

3

Show up and get clarity

Tabitha comes prepared with your numbers already reviewed. You leave with a plan.

Request your review

Request your Business Tax Strategy Review™

THL Business Tax Strategy Review™

90-minute one-on-one strategy session
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A full 90-minute one-on-one strategy session with Tabitha Lewis, Business & Tax Strategist
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Advance review of your prior returns, profit & loss, and payroll before we meet, so the session starts with answers
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Your tax bill broken down: what is driving it and what you can still change
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Entity-structure review, including whether an S corporation makes sense for you and what a reasonable salary looks like
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An owner-pay and tax set-aside plan: how to pay yourself and how much to hold back
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A review of your bookkeeping and recordkeeping system: what is working, what is missing, and what to fix so your numbers are ready at tax time
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The key numbers to watch in your business each month
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A written, personalized Tax Strategy Plan that is yours to keep
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A 90-day action plan with your next moves in order
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A follow-up Session Summary & Next Steps after we meet
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Virtual, or in person in Raleigh, NC
Optional deep divesRental real estate review, additional business or entity review, and recent business acquisition review can be added to your session. Just mention it when we call.
REQUEST YOUR STRATEGY REVIEW  →
Takes about 2 minutes · Confidential · Starts with a short connection call
Questions

Before you reach out

Is this tax preparation?

No. This is a strategy session, not a filing appointment. We look forward — at what your business can still change — rather than backward at a return that's already filed.

Do I need to have my books perfectly in order?

No. Bring what you have. The intake asks what system you use and how current your books are, and messy books are one of the things worth talking about.

What if I'm behind on filings or I already owe the IRS?

You're still in the right place, and you're not the first. Say so on the intake so the session is built around your actual situation.

What should I have ready?

Your most recent business and personal returns (you can upload them once your session is set) and any numbers you have for this year. That's it.

Is it virtual or in person?

Your choice — virtual, or in person at the Raleigh, NC office. You choose when we set your session.

Can we go deeper on rentals, a second entity, or a recent acquisition?

Yes. Optional add-ons for rental real estate, additional entity review, and recent business acquisitions can be added to your session. Just mention it on the form.

Smarter taxes. Stronger businesses.

You've worked too hard to keep guessing.

One conversation, and you'll know exactly where your business stands and what to do next.

REQUEST YOUR STRATEGY REVIEW  →
90 minutes · Virtual or in person in Raleigh, NC