Tax Planning for Women Business Owners Who've Outgrown Their Accountant
Your CPA looks back. We look ahead. Year-round tax planning, clean books, and your returns, handled by one team, for women running businesses at $300K and beyond.
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You built a business most people only talk about. So why does tax season still feel like a surprise?
- Your returns are filed on time, but nobody calls before December 31.Filing reports what happened. Nobody is planning what happens next.
- You set your salary once and never looked at it again.Your business grew. Your S-corp salary didn't keep up.
- You paid every estimate and still owed in April.Your payments were based on last year, not this one.
- Your books are "mostly done."So every decision is a guess.
- Nobody is looking at the whole picture.New entities, a rental, a second location, and a bookkeeper and tax preparer who have never spoken.
None of that means you did something wrong. It means you've outgrown a setup built for a smaller business.
The moves that save you money have a deadline
Your salary, your retirement plan, putting family on payroll, equipment purchases, entity changes: most of them have to happen inside the tax year. By the time a preparer sees your numbers in March, those options are gone.
The CLEAR Method: plan first, file second
We don't start with tax tricks. We start with the truth: real numbers, a real spending baseline, and a tax plan built on both.
- C
Capture
You list every business and personal expense, so we know what your business and your life actually cost.
- L
Locate
We clean up your books and show you the gap between what you thought and what's real.
- E
Edit
We clean up your spending, including leaks and personal charges mixed into the business, so your books and your tax plan are built on real numbers.
- A
Align
We set your pay-yourself plan: what you can safely take home, your salary, and your distributions.
- R
Refine
We build your tax plan around your real profit and S-corp requirements, then update it every quarter.
What's included in The Clarity Partner
Your foundation
- Monthly bookkeeping and reconciliations, closed by the 15th
- A live financial dashboard
- S-corp payroll and a pay-yourself plan: your reasonable salary, distributions, and what you can safely take home
- Quarterly estimated tax calculations and a monthly tax set-aside amount
- 1099 preparation for your contractors
- Business and personal returns, prepared and filed
Your tax planning
- A kickoff review of your last two returns, to find what's been missed
- A written annual tax plan with estimated savings for each strategy
- Tax projections at mid-year and year-end, so you always know what you'll owe
- Quarterly strategy sessions with Amber
- Salary, retirement plan, family employment, accountable plan, and entity strategy
- Real estate tax strategy through our partner network
Your partnership
- Direct access to your team, with replies within one to two business days
- Help responding to IRS and state notices
- An Annual Savings Report showing what your plan saved you
The Clarity Partner starts at $2,500 per month.
Request a consultationBuilt for your industry
Med spas, top-producing realtors, agency owners, and creative business owners, plus women founders across service industries.
Top-producing realtors
Uneven commissions, estimated taxes, and investment property.
Realtor tax planning →Agency owners
Contractors, cash flow, and profit that never seems to reach the bank.
Agency accounting →Creative business owners
Seasonal income, contractors, and gear for photographers, studios, and event pros.
Creative business tax planning →
Corporate-level rigor for founder-led businesses
Amber Dinh holds an MBA and built her career in the finance departments of multiple Fortune 500 companies, then ran the entire accounting department of a $15 million company. The Clarity Agency is a virtual firm based in Tampa that works only with women, with a CPA and an Enrolled Agent on the team.
What changes for our clients
A creative business owner facing a tax bill she didn't see coming. Today she's an S-corp, on payroll, and paid up. [Add a dollar figure if she approves.]
A realtor with an S-corp who put her teenage son on payroll for real administrative work, set up with timesheets and reasonable pay. [Add the outcome.]
“[Client quote.]”[First name, industry]
Is The Clarity Partner right for you?
It's for you if…
Your business brings in $300K or more, you have an S-corp (or are ready to set one up properly), and you want a long-term partner instead of the cheapest return.
It isn't for you if…
You only need one-time tax prep. If you're not at $300K yet, a private strategy session may be the right place to start.
Questions about tax planning with The Clarity Agency
What's the difference between a tax preparer and a tax strategist?
A tax preparer reports what already happened: they file your returns accurately and on time. A tax strategist plans what happens next: how you pay yourself, which retirement plan fits, whether family should be on payroll, and how your entities are set up. The Clarity Partner does both, on one team.
Do you replace my current CPA?
For most clients, yes. Your books, tax planning, and returns all move to our team, so nothing falls through the cracks. If you'd like to keep an existing advisor for something specific, we'll coordinate with them.
Is an S-corp worth it for my business?
At $300K and above, it often is, but it depends on your profit, your industry, and how you pay yourself. If you already have one, the bigger question is whether it's set up and run correctly. That's one of the first things we review.
How much can tax planning save me?
It depends on your income, your structure, and what's already in place, so we don't promise a number before we've seen your returns. Your kickoff review shows where the opportunities are, and your written plan estimates the savings for each strategy.
How much does it cost?
The Clarity Partner starts at $2,500 per month, including your bookkeeping, payroll, tax planning, quarterly sessions, and returns. Additional entities and onboarding are priced on your consultation.
What if my books are a mess?
That's common, and it's what onboarding is for. We clean up the current year and review your last two returns before your plan is built.
Do you only work with women?
Yes. The Clarity Agency works exclusively with women business owners.
Do I need to be in Florida?
No. We're a virtual firm based in Tampa, working with women founders across the country.
Your year is either planned or it's a surprise
We accept a limited number of new clients each quarter, and every request is reviewed personally.
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