Tax strategy for Phoenix business owners who are done overpaying.
Advisory-first tax planning from a CPA-led firm in downtown Phoenix. Entity structuring, S-Corp optimization, and quarterly planning, built around your goals and modeled before you act.
- Proactive, year-round tax planning, not a once-a-year filing
- Entity structuring and S-Corp salary vs. distribution strategy
- Quarterly reviews and estimated-tax planning as you scale
- Every strategy modeled before you act. Tax prep included.
Your business grew. Your tax strategy didn't.
Most business owners earning $300K+ are still working with a preparer who looks backward once a year. By the time your return is filed, the planning window has closed.
Your tax bill keeps surprising you
Every April feels like a gamble, and estimated payments are guesswork instead of a plan.
Your CPA files, but never plans
You hear from them at tax time. Nobody is modeling the next move before you make it.
Your entity structure is out of date
What made sense at $100K doesn't at $500K or $2M, and the wrong structure costs you every year.
Big decisions get made blind
Hiring, buying equipment, adding a partner, or acquiring a company, all without knowing the tax impact first.
We flip the model: strategy first, quarterly execution, and a tax return that simply reflects the plan.
What we do for Phoenix business owners
Entity structure optimization
Model sole prop vs. LLC vs. S-Corp outcomes, then restructure for maximum tax efficiency.
Salary vs. distribution strategy
Set a defensible S-Corp compensation strategy that balances payroll tax savings with compliance.
Quarterly tax planning
Dedicated planning meetings every quarter, so you're adjusting in real time instead of reacting in April.
Estimated-tax strategy
Quarterly estimated-tax optimization and a payment plan that matches how your business actually earns.
Scenario modeling
What-if analysis before growth, acquisition, hiring, or entity decisions, so you see the tax outcome first.
Tax preparation included
Year-end returns prepared as the final step of your strategy, with documentation to support every position.
What proactive planning looks like
Law Firm Owner ($2M+ Revenue)
Single-owner law firm, ~$2.2M annual revenue, operating under a standard S-Corp with no strategic tax planning. Prior CPA focused on filing, not advisory.
Restructured the business and optimized how income flows for tax efficiency. Implemented ongoing tax planning.
$435,000+ in annual tax savings through structured planning and execution.
Anonymized client example. Results depend on each client's facts and circumstances and are not a guarantee of future outcomes.
Proactive strategy. Continuous planning. Measurable outcomes.
Our flagship service is a year-round partnership. Strategy leads, and the tax return follows.
Strategy assessment
A deep diagnostic of your tax structure and business model, with optimization opportunities, entity recommendations, and a strategic roadmap.
Quarterly planning
Quarterly strategy meetings, estimated-tax optimization, and scenario modeling for new opportunities.
Structural changes
Entity formation or restructuring, intercompany agreements, tax position memos, and cost segregation for real estate.
Year-end & next year
Year-end optimization, tax return preparation and filing, and your planning roadmap for the following year.
You don't need another preparer. You need a strategist.
Typical tax preparation
- Annual service, once per year
- Compliance-focused
- Reactive: the year has already passed
- No strategic planning
- No opportunity identification
Remis & Merius Advisory
- 12-month engagement with quarterly reviews
- Strategy-focused
- Proactive: planning ahead of decisions
- Continuous scenario modeling
- Measurable, tracked outcomes
Built by tax strategists for business owners.
Led by Adam Remis, CPA. With more than 30 years in public accounting, tax advisory, and business consulting, Adam works with business owners, real estate investors, and high-net-worth individuals on entity architecture, S-Corp optimization, multi-entity planning, and real estate tax strategy.
Where our services start
Engagements are priced as a project fee for 12 months of service, not hourly billing. You'll get a clear engagement letter with defined scope and fixed fees before we begin.
Tax Advisory
Proactive quarterly tax strategy and planning.
Accounting
Financial oversight that supports strategic decisions.
Entity Filings
Annual entity returns: partnerships, C-Corps, S-Corps.
Individual Filings
Personal return preparation for advisory clients.
Final pricing is tailored to the complexity of each engagement: number of entities, structure, real estate, acquisitions, and multi-state considerations.
Frequently asked questions
Who is this a fit for?
Business owners with pass-through income (typically S-Corps, partnerships, or LLCs) earning roughly $300K or more, who want ongoing, proactive planning rather than once-a-year filing. We accept a limited number of advisory clients each year.
What happens on the 20-minute strategy assessment?
It's a focused diagnostic conversation. We look at your current structure, income, and goals, identify where you're likely overpaying, and confirm whether a planning engagement is a fit. If it is, you'll receive a clear proposal with a defined scope and fixed fee before any work begins.
Is this just tax preparation?
No. Remis & Merius is an advisory firm. Our flagship service is a 12-month tax advisory engagement with quarterly planning, scenario modeling, and implementation. Year-end tax return preparation is included, but it's a downstream deliverable of the strategy, not the main service.
How is pricing structured?
Engagements are priced as a fixed project fee for 12 months of service, not hourly billing. Tax advisory starts at $2,500 per quarter; final pricing depends on the number of entities, complexity, and planning depth. You'll see the full fee in a written engagement letter before we begin.
Do you only work with Phoenix clients?
Our office is in downtown Phoenix at 2 N Central Ave, and we welcome clients from across the Valley, including Scottsdale. Ask about meeting options during your strategy assessment.
Let's have a diagnostic conversation about your situation.
Book a 20-minute strategy assessment. We'll identify where you're overpaying and whether a planning engagement makes sense. No obligation.