Discipline. Strategy. Legacy.

Bringing elite financial command to business owners who deserve more than just a tax return. 

At VETERAN, we believe that true financial success requires more than just a tax return; it requires a partner.

Since 2016, we have provided strategic tax planning and expert financial guidance to those who expect more from their Strategic Advisor. We deliver personalized solutions that simplify complexity, maximize results, and drive long-term success.

Our philosophy is simple: We focus on proactive tax strategy, not routine tax preparation. We are here to help you make confident, forward-thinking decisions that protect your wealth and build your legacy.

1. Boutique by Design  

We limit our client list to provide the deep, personalized attention your business deserves. We are not just vendors; we are mission partners. 

2. Proactive Command 

Most firms merely record the past. We help you dictate the future. We turn your financial data into a tactical roadmap for growth. 

3. Clarity Amidst Chaos

The tax code is a minefield; your strategy shouldn’t be. We provide clear, actionable intelligence that drives results. 

Strategy Built for Defense: At VETERAN, every maneuver we architect is governed by our Compliance Manifesto, ensuring elite tax optimization is always matched by military-grade documentation.

The Multi-Layer Fortress (LLC/S-Corp/Trust) Advanced Asset Protection & Legacy Engineering. We move beyond simple entity filing to architect a multi-layered defensive structure. By integrating an Operating S-Corp, a Holding LLC, and a Strategic Trust, we isolate business risks and ensure your wealth is protected from creditors and seamlessly transferred to the next generation. Our strategy includes full 2026 CTA (FinCEN) compliance monitoring and close coordination with your legal counsel to ensure all Trust instruments and Operating Agreements are perfectly aligned with your tax objectives. 

QSBS (Section 1202) Wealth Multiplier The $15M Tax-Free Exit. For founders and early investors, we help certify and track Qualified Small Business Stock. Under the 2026 OBBBA enhancements, the federal capital gain exclusion has been increased to $15 million, potentially allowing you to exit your business with a 0% federal tax rate.

Advanced Cash Balance Plans Accelerating Retirement Readiness. Move beyond standard 401(k) limits with "pension-style" plans that allow for massive pre-tax contributions—often exceeding $300k per year. This is the ultimate tool for high-income professionals to secure their future while reducing current top-bracket exposure.

PTET (SALT Cap) Alignment Bypassing the $40,400 Limit. While the OBBBA increased the individual SALT cap, high earners face aggressive phaseouts. We utilize Pass-Through Entity Tax coordination to ensure 100% of your state taxes remain deductible at the entity level, effectively reclaiming lost deductions.

Section 174 & R&D Optimization Advancing Innovation. Navigate the OBBBA’s restoration of immediate expensing for domestic research and software development. We turn technical innovation into a structured, immediate tax advantage, correcting the cash-flow disadvantages of previous years.

FICA Tip Credit (Section 45B) Reclaiming Payroll Taxes. Designed for the food/beverage and the newly expanded beauty and wellness sectors, this credit recovers the employer-portion of FICA taxes paid on employee tips. It provides a dollar-for-dollar reduction in federal liability for service-based businesses.

2026 Arizona Tax Strategy Investing in Your Community. Redirect your state tax liability into 100% dollar-for-dollar credits. We help you align your tax dollars with private education or charitable causes that reflect your personal values, zeroing out your state balance.

The "Augusta Rule" (Section 280A) Corporate Meeting Integration. Legally rent your primary residence to your business for legitimate meetings or retreats. *Requires meticulous documentation of business purpose and market-rate rental verification. 

Cost Segregation & Bonus Depreciation Strategic Asset Recovery. Front-load real estate depreciation using professional engineering studies. With 100% bonus depreciation now a permanent fixture under the OBBBA, we help you maximize immediate cash flow to fund further property investments.

Ready to upgrade your financial defense? Schedule a strategic consultation to determine if we are the right partner for your future.