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.
Strategic Tax Planning & 2026 Advisory
For high-earning medical and legal groups, we leverage the OBBBA (One Big Beautiful Bill Act) standards to maximize entity-level deductions:
- PTE Tax Elections: Maximizing state-level tax payments to bypass the $10,000 SALT cap indefinitely.
- Defined Benefit / Cash Balance Plans: Sheltering significant pre-tax income (often $200k+) beyond 401(k) limits.
- Strategic Practice Offsites: Utilizing Section 280A documentation for tax-free rental of personal residences for governance.
- Advanced Entity Structuring: Modeling S-Corp vs. C-Corp shifts based on the 2026 corporate tax floor changes.
We transition investors from passive holding to proactive cash-flow management:
- 100% Bonus Depreciation: Leveraging the OBBBA restoration of full immediate write-offs for qualifying property.
- Cost Segregation: Reclassifying building components to accelerate depreciation and create immediate tax-free liquidity.
- Interest Tracing (Section 163j): Structuring debt to ensure maximum deductibility against EBITDA-based limits.
Tech equity is often subject to "Tax Drag" without precise modeling. We help tech professionals manage Alternative Minimum Tax (AMT) crossover points and time 83(b) elections to lock in lower capital gains rates before vesting events spike your 2026 liability.
Amortization requirements for Research & Development (Section 174) can cause massive phantom income. We help startups implement "Look-Back" credits and R&D tax studies to offset these costs and improve cash-flow positions.
Tax preparation is a historical recording of the past. Our Strategic Advisory is a forward-looking logic engine. We meet year-round to pivot strategies in real-time as the 2026 regulatory landscape shifts, ensuring zero "tax surprises" in April.
Execution should happen by October 31st to allow for entity shifts, retirement plan implementation, and asset acquisitions that must be placed in service before the December 31st cutoff.
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