Optimization
Tax planning, entity structuring, S‑Corp elections, and accounting workflow improvement.
Most owners start with compliance, then move into planning and advisory as the foundation gets solid. One conversation is usually enough to tell which stage you’re in.
Schedule a consultationCase studies
Three engagements in detail: a creative agency, a real estate fund, and an investment firm.
The fastest way to know whether an S‑Corp election is worth it is to put your profit and a reasonable salary into the estimator, then bring the result to a conversation.
Open the estimatorOptimization
Proactive tax strategy, entity structuring, S‑Corp elections, and process improvements for business owners who want to stop overpaying.
For business owners who are past the startup phase and want to stop leaving money on the table at tax time.
Where our team has built experience
Efficient. Aligned. Profitable.
We look at your full financial picture, personal and business, and build a plan that reduces what you owe and keeps more money in your pocket year over year. Kafoo CPA is Seattle-based and works virtually with owners across the country.
Multi-year projections instead of one-time filings. Retirement plan selection, timing of income and deductions, owner compensation, and the credits and elections that apply to your specific situation, decided before December, not after.
Whether an LLC, S‑corporation, or C‑corporation fits your income and goals, and if an S‑Corp election makes sense, running the numbers first, then handling the election, reasonable compensation, and payroll setup that has to follow it.
The month-end close, approval flows, and tool integrations that decide how much of your week goes to admin. We remove the manual steps so your reporting arrives sooner and costs you less time to produce.
Tax planning works best when your books and filings are already in order. If you need that foundation first, start with our compliance services.
A return tells you what already happened. A plan changes what happens next, and the difference usually shows up as real money.
Next: fractional CFO and advisoryPlanning questions
An S‑Corp election changes how your business is taxed, not what it is legally. Instead of all profit being subject to self-employment tax, you pay yourself a reasonable salary through payroll, which is subject to those taxes, and take the remaining profit as a distribution, which is not. The savings come from that split.
It only works above a certain profit level, because payroll, a separate return, and additional bookkeeping all add cost. We run your actual numbers before recommending it, and we tell you plainly when the answer is no.
It depends entirely on your income, entity type, and what has been left on the table so far. The honest answer is that we cannot quote a number before looking. What we can tell you is where the savings usually come from: entity structure, owner compensation, retirement plan selection, timing of income and deductions, and credits that were never claimed. After a review, you get an estimate of the savings and the cost of capturing them, so you can decide with real figures.
Yes. Remote employees, customers in other states, and property outside your home state can each create a filing obligation. We map where your business has nexus, handle the registrations and filings that follow, and plan around apportionment so you are not paying tax twice on the same income.
The most useful window is late summer through fall, when you have enough of the year behind you to project accurately and enough left to act. Some moves, retirement plan setup, an S‑Corp election, or a large purchase, have hard deadlines, so waiting until filing season removes the options entirely.
It depends on profit level, how much you take out of the business, whether you plan to raise money, and what your state charges. Most owner-operated businesses start as an LLC, elect S‑Corp treatment once profit justifies the added cost, and only look at C‑corporation status when outside investors are involved. We review the structure as your income changes rather than treating it as a one-time decision.
Yes, as long as the books are reliable. Planning depends on accurate numbers, so we start by reviewing what your bookkeeper produces. If it holds up, we plan on top of it. If it does not, we will tell you what needs fixing first rather than building a strategy on figures that will not survive scrutiny.
