Your tax position
is worth
examining closely.
Most corporations file accurately. Fewer take the time to understand whether their structure is working as well as it could. This engagement is for those who want to know.
A clearer picture of where you stand — and where you could.
The Corporate Income Tax Planning engagement is a structured advisory review of your corporation's current tax position. At the end of it, you have a planning memorandum — not a general summary, but a document with specific recommended approaches and estimated tax impact attached to each one.
The practical outcomes: a clearer understanding of your structural choices, a review of timing and method decisions that affect your current and future liability, and a written record of the options in front of you — with the numbers that go with them.
What you can expect
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A full review of your entity elections and whether they remain appropriate for your current structure
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Analysis of depreciation methods, income recognition timing, and credit eligibility within your specific situation
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A written planning memorandum with recommended approaches — each with an estimated impact figure, not just a direction
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A conversation that brings the memorandum to life — we walk through each finding together before you do anything with it
The filing is current. The strategy is less certain.
Positions inherited from years ago
Entity elections made at formation, depreciation approaches adopted early on, timing conventions that were reasonable then — many corporations have never revisited them. That's not a criticism. It's just an opportunity.
Credit eligibility that goes unreviewed
Corporate tax credits have eligibility windows and documentation requirements that change. Without a regular review, it's straightforward to miss what you qualify for — or to claim something you no longer do.
No written basis for planning decisions
When the reasoning behind a structural choice isn't documented, it's difficult to evaluate later. A planning memorandum creates a durable record of what was considered, why, and what the estimated effect was.
"Most corporations that come to us aren't in trouble. They've been filing correctly for years. What they haven't done is step back and look at whether their approach is still the most sensible one available to them."
— Taxonyx Advisory
Proactive review, not reactive correction
The Corporate Income Tax Planning engagement is built around a single idea: that a structured review of your current tax position — before year-end, not after — tends to surface more options than one conducted under time pressure.
Structure shapes what's possible
How your entity is classified — and the elections made at or after formation — determine which provisions apply, which don't, and how income flows through the structure. We review these choices in the context of your current position and trajectory, not the position you were in when they were made.
Method choices have measurable effects
Depreciation method selection and income recognition timing aren't accounting preferences — they're decisions with tax consequences. We review the methods in use, compare them to available alternatives, and surface the estimated difference in your specific context.
Credits require active attention
Corporate tax credits have qualification criteria, documentation requirements, and recapture provisions that are easy to overlook when no one is looking specifically for them. Our review includes a credit eligibility assessment as a standard component.
Findings you can act on
The engagement concludes with a planning memorandum. Not a checklist or a general overview — a document that lays out the specific approaches we recommend, the reasoning behind each one, and the estimated tax impact. You decide what to do with it.
Direct from the first conversation to the final deliverable.
We keep the process deliberate and the communication straightforward. You'll know what we're looking at, why it matters, and what we found — before anything is committed to paper and after it is.
Most engagements at this scope take four to six weeks from the initial information-gathering conversation to final memorandum delivery. The timeline can compress or extend depending on the complexity of your structure and how quickly we can work through the review material together.
Intake conversation
We begin by understanding your entity structure, recent filing positions, and the questions most pressing to you. This isn't a questionnaire — it's a conversation designed to make the analysis that follows more useful.
Structured review
We work through the relevant positions — elections, methods, credits, timing — in a structured and documented way. Where we find questions worth pursuing, we pursue them rather than leaving them noted and unresolved.
Memorandum delivery
The planning memorandum is delivered and walked through with you. You'll understand what each recommendation involves, what it would require to implement, and what the estimated tax effect looks like in your situation.
Follow-on support
We remain available to answer questions that arise after delivery and to support implementation of the recommendations you choose to pursue — through filings, disclosures, or structural adjustments.
One fee. A complete engagement.
The Corporate Income Tax Planning engagement is priced at a flat fee. No hourly billing, no add-on charges for the walk-through conversation, and no separate invoice for follow-on clarification questions within the scope of the engagement.
The fee reflects the full scope of the review: the intake conversation, the structured analysis, the planning memorandum, and the delivery discussion. What's included is what the engagement takes to do properly.
Engagement fee
$5,500 USD
Flat fee. Invoiced at engagement commencement.
What's included
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Intake review of your entity structure and filing history
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Entity election and classification review
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Depreciation method and income recognition timing analysis
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Credit eligibility assessment
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Planning memorandum with specific recommended approaches and estimated impact per item
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Memorandum walk-through session and follow-on clarification support
What makes the approach work
The review follows a defined framework
We don't discover the shape of the engagement as we go. The areas of review — elections, methods, timing, credits — are established at the outset, so the analysis is complete and the deliverable reflects the full picture.
Recommendations come with numbers
The planning memorandum includes estimated tax impact for each recommendation — not ranges so wide they carry no meaning, but figures developed from your specific position. You can weigh each recommendation with a sense of what it's worth.
Four to six weeks from start to delivery
The engagement is designed to move at a pace that allows the analysis to be thorough without becoming open-ended. Most clients receive the final memorandum within four to six weeks of the intake conversation.
The memorandum is yours to use
The planning memorandum is a deliverable you own. You can implement recommendations with us, with another advisor, or over time as your priorities allow. There's no requirement to act on everything at once.
We stand behind the quality of the work.
The planning memorandum we deliver should be useful — specific enough to act on, explained well enough to understand, and based on an honest reading of your situation rather than a formulaic one.
If anything in the memorandum is unclear after the walk-through session, we work through it with you until it isn't. The engagement isn't finished until you have a clear picture of what we found and what you can do with it.
If you'd like to discuss the scope before committing to the engagement, that conversation is straightforward. Reach out and we can walk through what the review would involve for your specific structure.
Clarity before commitment
We're happy to discuss the scope and process before the engagement begins. No pressure to proceed — just a conversation about whether it's the right fit.
Findings worth having
If the review doesn't surface findings that are specific and actionable, we'll tell you that — and explain what we did look at and why it didn't yield what we'd hoped.
Post-delivery support included
Clarification questions that arise after the memorandum walk-through are included in the engagement fee — there's no charge for helping you understand what you received.
The path forward is straightforward.
Starting is simpler than most people expect. There's no formal application or preliminary assessment — just a conversation about your situation and whether this engagement fits it.
Reach out
Use the contact form or email us directly at [email protected]. Share your entity structure and what you're looking to understand — as briefly or in as much detail as feels right.
We respond
We review your enquiry and respond within two business days with a sense of how we'd approach the review and what the engagement would involve for your situation specifically.
We begin
Once you're comfortable with the scope, we confirm the engagement and schedule the intake conversation. The review starts from there, on a timeline that works for both sides.
Ready to look at your tax position carefully?
Tell us about your corporation and what you're working through. We'll respond with how the Corporate Income Tax Planning engagement applies to your situation.
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