Strategic CPA Tax Planning: Austin-based + Nationwide
Proactive Tax Strategies for Complex Domestic + International Portfolios
Austin Roots, Global Reach
Millan and Company serves clients in Austin, Central Texas, nationally and globally. We go beyond compliance to help you anticipate future tax changes and make decisions with full knowledge of their implications.
Our leadership team tracks regulations in real-time - including bonus depreciation, equity compensation (ISOs/RSUs), and Section 199A -to guide you through an ever-changing tax ecosystem. We deliver strategic expertise to optimize your after-tax income for the 2025 tax year and beyond- delivering personalized accounting services to assist meeting the goals of individuals and businesses of all sizes.
Our 3-Step Strategic Planning Process
Authentication + Analysis
We assemble and analyze your financial data to estimate your current liability and determine exactly what is owed before we begin strategy.
Roadmap Options
We review scenarios (current vs. potential) and arrange multiple plans for future savings, giving you optimal outcomes to choose from.
Recurring Planning
We apply a proactive strategy to optimize future earnings, checking in annually or quarterly to adjust for tax law changes.
Tax Planning Benefits
Understanding the impacts of existing and proposed tax law changes
Lowering current year tax burdens
Minimizing future tax liabilities
Averting penalties and interest
Cost Segregation studies for both accelerated and balanced depreciation
Wealth accumulation management
Strategic Tax Planning Services for Growing Businesses (with employee needs)
Strategic Equity Compensation, including:
ISOs (Incentive Stock Options);
NSOs (Non-Qualified Stock Options);
RSUs (Restricted Stock Units)
These asset tools- combined in an appropriate balance between near and long-term objectives provide balanced growth for both businesses and their employees.
We work with your fiduciary partner(s) to provide customized, combined holistic compliance reports. And strategic guidance for your growth.
Tax Planning FAQs: Austin + Nationwide
For high-earning medical and professional groups, we focus on high-impact entity and deduction strategies:
- Entity Structuring: Optimizing S-Corp or C-Corp elections to minimize self-employment taxes.
- PTE Tax Elections: Bypassing the $10,000 SALT cap at the entity level.
- Defined Benefit Plans: Sheltering significantly higher pre-tax income than standard 401(k)s.
- Cost Segregation: Accelerating depreciation on practice-owned real estate.
- Strategic Practice Offsites: Utilizing Section 280A for documented governance meetings.
We combine transaction strategies with proactive entity structuring:
- S-Corp Election: For active agents, this can reduce self-employment tax on distributions exceeding a reasonable salary.
- Cost Segregation: Accelerating depreciation to create immediate cash flow for investors.
- 1031 Exchanges: Deferring capital gains by reinvesting into like-kind properties.
Yes. We help Austin tech professionals time vesting events to reduce capital gains and manage AMT pitfalls.
If your business is profitable or growing, a CPA is essential to optimize entity structure and identify industry-specific credits—like R&D or WOTC—that generic software often misses.
Preparation is reactive filing. Planning is proactive—working year-round to implement strategies before year-end.
The ideal window is Q3 (August–October) to allow for execution before the tax year closes.
Discover What’s Possible.
We specialize in engineering sophisticated strategies that help build your growth and protect your equity. Schedule a session to align your tax structure with your long-term financial goals.
Schedule a Consultation