S Corporation owner found missed annual planning opportunities
A professional-services owner used tax planning to coordinate S corporation health insurance, itemized deductions, retirement contributions, HSA strategy, and withholding.
Read moreA year-round plan. Not an April surprise.
Tax strategy for business owners who pay $100K+ in taxes.
MarketboxTax360™ — Our Core System
Plan. Prepare. Protect.
MarketboxTax360™ is not a service. It is a year-round tax strategy system designed for business owners who are tired of surprises, missed deductions, and tax season panic.
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MarketboxTax360™ Strategic Review — $995
A focused diagnostic session that identifies your biggest tax planning opportunities, missed deductions, and the strategies that could have the most impact on your tax bill next year.
- 60–90 minute strategy session with your tax strategist
- Personalized tax planning opportunities report
- Prioritized action items for the rest of the year
- Credited toward any MarketboxTax360™ Planning engagement within 30 days
Or schedule a free 15-min intro call first
Also Available
MarketboxTax360™ Planning
Ongoing year-round tax strategy engagement for owners ready to implement the full MarketboxTax360™ system. Pricing varies based on complexity.
Book your MarketboxTax360™ Review first. We'll determine if MarketboxTax360™ Planning is the right fit.
Our Process
From reaction to control.
The Marketbox roadmap turns messy, reactive financial decisions into clean numbers, strategy, execution, and year-round control.
MarketboxTax360™ in Action
What a MarketboxTax360™ engagement looks like.
Real situations where year-round planning made the difference between a surprise tax bill and a strategy that worked.
Business, retirement, and real estate strategy coordinated
A household with W-2 income, business income, and rental real estate reduced projected taxable income by about $64K through a coordinated tax plan.
Read moreMajor sale, investments, and charitable giving aligned
A high-income household with installment-sale gains, investment income, business entities, and charitable plans received a quarterly implementation roadmap.
Read moreCase studies are anonymized and based on planning projections. Results are not guaranteed and depend on facts, eligibility, implementation, documentation, tax law, and professional review.
Your MarketboxTax360™ Review starts at $995.
Schedule your diagnostic session with Jorge. Find out what your tax planning opportunities actually are — before the year closes and the window shuts.
Se Habla Español · Complimentary intro call available