Strategic tax planning that grows with your business
Running a successful business means making smart financial decisions throughout the year, not just at tax time. Matthew L. Ward, CPA brings 25 years of experience helping small business owners in Jeffersontown and throughout Kentucky minimize taxes, improve cash flow, and build stronger financial foundations.
Whether you’re operating as an LLC, Partnership, S-Corporation, C-Corporation, or considering a change in business structure, our strategic approach ensures you’re not just staying compliant, you’re actively optimizing your tax situation to support business growth.
Comprehensive Business Tax Services
Strategic Business Tax Preparation
Complete tax preparation for all business entities with strategic analysis and planning recommendations. Every return includes a review of optimization opportunities for the following year.
Business Owner Personal Returns
Analysis of your current business structure with recommendations for potential improvements. Specializing in S-Corporation elections and optimization, but experienced with all entity types.
Tax Planning
& Advisory
Proactive quarterly planning sessions when requested to minimize tax liability, optimize cash flow, and plan for major business decisions throughout the year.
Multi-State Business Compliance
Compliance support for businesses operating across state lines, including proper tax allocation and strategic state planning.
Financial Statement Preparation
Professional financial statements for lending, partnership agreements, and strategic business planning.
IRS Representation & Problem Resolution
Audit representation with specialized knowledge of S-Corp examination procedures and reasonable compensation defense strategies.
Schedule Consultation
Strategic Planning That Makes a Difference
Cash Flow Optimization
Strategic timing of income and expenses, equipment purchases, and business investments to improve cash flow and reduce tax liability.
Growth Planning Support
Tax-efficient strategies for business expansion, equipment purchases, hiring decisions, and major capital investments.
Retirement & Succession Planning
Long-term planning for business owners including tax-advantaged retirement strategies and eventual business transfer or sale.
Risk Management
Identifying and addressing potential compliance risks before they become problems, with documentation standards that protect your business.
Why Small Business Owners Choose Us
Strategic Focus, Not Just Compliance
We don't just file your taxes: we actively look for opportunities to improve your financial position and support your business goals throughout the year.
S-Corporation Expertise When You Need It
While we work with all business structures, our specialized S-Corp knowledge means we can identify when this structure might benefit your business and execute the transition properly.
Expert CPA Handling of Every Tax Return
Every return is personally prepared and reviewed by your CPA. While some support staff assist with formatting or document import, your CPA is involved from start to finish and signs nothing without a full understanding of the return.
Year-Round Advisory Relationship
Business decisions happen throughout the year. We're available for planning guidance, compliance questions, and strategic advice when you need it most.
Transparent, Predictable Pricing
Clear pricing for business tax services with no surprises. Most small business clients invest $1,500-$3,000 annually for comprehensive tax preparation and strategic advisory support.
Business Tax Planning Process
Comprehensive Business Review
We analyze your current tax situation, business structure, cash flow patterns, and growth plans to understand your complete financial picture.
Strategic Tax Planning
Based on our analysis, we develop specific strategies to minimize current taxes, improve cash flow, and position your business for future growth.
Implementation & Monitoring
We handle all technical implementation and provide ongoing monitoring to ensure strategies remain effective as your business evolves.
Quarterly Planning Updates
Regular check-ins for estimated payments, strategic adjustments, and planning for upcoming business decisions or opportunities.
Our Business Tax Expertise Covers
| Business Entity | Our Services | Strategic Focus |
|---|---|---|
| S-Corporations | Complete preparation, reasonable compensation analysis, strategic planning | Tax optimization and compliance protection |
| LLCs | Tax preparation, election optimization, multi-member planning | Structure efficiency and growth planning |
| Partnerships | Complex allocation planning, K-1 preparation, partner tax coordination | Cash flow and distribution strategies |
| Sole Proprietorships | Schedule C preparation, entity conversion analysis | Growth transition planning |
| Multi-State Business | All-state compliance, strategic allocation planning | Tax efficiency across jurisdictions |
Business Planning Opportunities We Help With
Equipment & Capital Purchases
Hiring & Compensation Planning
Business Expansion Decisions
Entity Structure Changes
Frequently Asked questions
How is strategic tax planning different from just filing my business taxes?
When should a small business consider changing entity structures?
Do you work with businesses outside Kentucky?
What's included in your ongoing advisory services?
How do you determine pricing for business tax services?
Can you help if my business has tax problems or owes back taxes?
Get Your Business Tax Strategy Review
Your strategic review includes:
- Analysis of current tax efficiency and compliance status
- Business structure optimization assessment
- Cash flow and timing strategy recommendations
- Growth planning and tax implications review
Bluegrass Professional Associates 2302 Hurstbourne Village Dr Suite 300, Louisville, KY 40299
Phone: (502) 456-4513
Email: office@bpa.tax
Ready to transform your business tax strategy? Contact us today to schedule your comprehensive review.
Serving small business owners throughout Jeffersontown, Louisville Metro, and Kentucky.