Our Capabilities: Mission-Critical Financial Command

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A unified approach to strategy, tax, and operations

True financial success is not accidental; it is engineered. We provide the discipline, data, and defense you need to operate with total confidence. 

"The Intel Behind Your Growth." We function as an extension of your leadership team, providing the high-level financial oversight necessary to scale with discipline. We move beyond basic reporting to deliver proactive guidance on capital allocation and long-term legacy engineering.

• The Tactical Roadmap: Custom multi-year financial forecasting and strategic modeling.
• Cash Flow Command: Optimization of working capital to fund aggressive expansion.
• Advisory Council: Participation in board meetings and executive decision-making.

 "The Defense." We move beyond reactive compliance to architect tax environments. Using the 2026 One Big Beautiful Bill Act (OBBBA) framework, we implement high-impact maneuvers that move your wealth into tax-favored positions while maintaining 100% legal integrity.

• The Multi-Layer Fortress: Strategic integration of S-Corps, Holding LLCs, and Trusts for elite asset protection. We coordinate with legal counsel to ensure all Trust instruments are perfectly aligned with your tax strategy.
• QSBS Wealth Multiplier: Specialized planning for the $15M tax-free exit (Section 1202).
• Section 174 & R&D Optimization: Navigating restored immediate expensing for domestic research and software development.
• PTET (SALT Cap) Alignment: Bypassing individual deduction phaseouts through entity-level coordination, ensuring 100% deductibility of state taxes.

 "Precision in the Trenches." Your strategy is only as strong as your data. We build and manage the accounting systems that provide the "clean fuel" for your tax and CFO strategies. We ensure every transaction is captured, categorized, and compliant.

• Real-Time Intelligence: Cloud-based accounting systems with automated, high-fidelity data feeds.
• Audit-Ready Books: Meticulous maintenance of ledgers for seamless year-end transitions.
• Payroll & FICA Command: Specialized tracking for Section 45B FICA credits (hospitality/wellness) and the new 2026 Tip and Overtime deductions.

 "Protecting Your Mission." For 501(c)(3) organizations, we provide the specialized oversight required to maintain public trust and regulatory standing. We bridge the gap between complex nonprofit compliance and impactful community service.

• 990 Governance: Precise preparation and filing to ensure transparent, bulletproof reporting.
• Fund Stewardship: Tactical tracking of restricted grants and donor-advised funds.
• AZ Tax Strategy Coordination: Helping nonprofits capture redirected state tax liability from high-net-worth donors via dollar-for-dollar credits.

Every strategy architected at VETERAN is governed by our Compliance Manifesto. We prioritize defense, ensuring that elite tax optimization is always matched by military-grade documentation and codified authority.