You Don’t Need a $2M Income to Deserve Strategic Tax Planning

Too many “elite” firms treat tax planning like a luxury reserved for the ultra-wealthy. If your income doesn’t start with seven digits, they won’t even take your call.

At Polaris Tax & Accounting, we believe proactive tax strategy isn’t a privilege — it’s a tool every smart business owner, freelancer, and income earner should be using.

We built our planning services for every hard-working client including:
✅ Clients growing small businesses
✅ Six-figure freelancers
✅ Real estate investors
✅ S-Corp owners
✅ W-2 individuals and professionals
✅ Gig economy workers

Based in Sunrise & Plantation, FL — Serving Clients Nationwide

Whether you’re local or across the country, our team builds strategies that help you pay less in taxes, legally and confidently.

📍 Sunrise, FL | Plantation, FL | Asheville, NC
📞 704-947-3178
📅 Book a Consultation

Our Approach to Tax Planning

Most firms plug your numbers into a software tool and send you a 40-page PDF with generic recommendations.

We take a different path:

✅ Discovery & Strategy Mapping

We begin by understanding your business, income streams, deductions, and goals.

✅ Year-Round Guidance

No “one-and-done” plans. We build strategies that evolve — with quarterly check-ins and updates.

✅ Business Entity Optimization

Should you be an S-Corp? Partnership? C-Corp? We evaluate your structure and guide you through the transition if needed.

✅ Deductions, Credits, and Compliance

We identify every available tax break and ensure you’re compliant — from QBI to SEP IRAs to Augusta Rule strategies.

✅ Forward-Looking Projections

Using actual and projected income, we estimate future tax liability and build strategies around minimizing it.

Common Tax Strategies We Deploy

Strategy Benefit
S-Corp Conversion Save on self-employment tax
Real Estate Cost Segregation Accelerate depreciation deductions
Health Reimbursement Plans (HRAs) Shift tax-free benefits to owners
Augusta Rule Tax-free rent from home-office use
Retirement Contribution Stacking Defer income and grow wealth tax-free
Accountable Plans Maximize deductions for employee reimbursements

Note: Not every strategy applies to every client — that’s why we customize your plan.

Our Tools: Tax Strategy Finder

Not sure where to start? Try our Tax Strategy Finder Tool to explore opportunities based on your income and goals.

Then book a session with our team to turn your results into an action plan.

Why Clients Choose Polaris Over “High-End” Advisors

Other firms:

  • Only serve clients earning $2M+ per year

  • Push wealth advisory or insurance products

  • Talk more about themselves than your needs

Polaris:

  • Focuses on you — the growing business owner, freelancer, or individual taxpayer

  • Works with a flat-fee model, so your plan is transparent and predictable

  • Helps you implement strategies — not just talk about them

Let’s Build Your Strategy

📞 Call Polaris at 704-947-3178
📅 Book a Consultation

Based in Plantation, FL, serving Sunrise, FL, and clients throughout the United States. We’re here to help you keep more of what you earn.