It’s one of the most common questions we hear from high-earning professionals and business owners:

“When should I hire a tax strategist?”
And our answer is almost always the same:

As soon as your tax bill starts getting your attention.

Whether you’re making $150K as a freelancer, growing an S-Corp, or earning six figures with a side hustle, the earlier you bring in a strategist, the more control — and savings — you’ll gain.

At Polaris Tax & Accounting, we serve clients in Sunrise and Plantation, FL and across the U.S. with proactive, year-round tax strategy.
Here’s how to know if it’s time for you.

You’re Making $100K+ and Paying Big in Taxes

Once your income crosses into six figures, your effective tax rate climbs quickly. Add self-employment tax, and you’re easily looking at 30–40% of your income going to the IRS.

A tax strategist can:

  • Restructure your entity to reduce self-employment tax

  • Implement legal deductions and deferral strategies

  • Create a year-round roadmap for savings

You Own a Business or Real Estate

Business owners and real estate investors have dozens of planning opportunities available — but they must be customized and implemented correctly.

We help clients:

  • Use S-Corp elections and compensation planning

  • Leverage depreciation through cost segregation

  • Build HRA plans, accountable reimbursements, and Augusta Rule structures

  • Maximize deductions and avoid audit red flags

You Have Inconsistent or Complex Income

If you:

  • Freelance

  • Earn bonuses or commissions

  • Own multiple businesses or properties

  • Work across state lines

… then your tax situation demands strategy, not just software.

Our team specializes in complex, multi-source income and makes sure you’re not overpaying due to a lack of coordination.

You’re Tired of Feeling Reactive

If you only hear from your CPA during tax season, you’re not getting tax planning — you’re getting tax filing.

A strategist helps you:

  • Plan throughout the year

  • Make smarter financial decisions

  • Avoid surprises in March and April

You Want to Build Wealth Efficiently

Tax strategy isn’t just about saving money now — it’s about long-term efficiency. We align your tax plan with:

  • Retirement contributions

  • Business growth

  • Succession and estate planning

  • Exit strategies

It’s the missing link between short-term savings and long-term success.

What Makes Polaris the Right Fit?

You don’t need to be a millionaire to benefit from strategy.
At Polaris, we built our model to serve:

  • Growing small businesses

  • High-earning professionals

  • Consultants and real estate investors

  • Freelancers with expanding income

We offer affordable tax planning in Sunrise and Plantation, FL — with no fluff, no pressure, and flat-fee pricing.

Not Sure if It’s Time? Start Here.

Take our Tax Strategy Finder Tool.
In less than two minutes, you’ll see if your situation qualifies for savings — and what you can do about it.

Then we’ll guide you step by step to implement real changes.

Let’s Build Your Strategy — Starting Today

📍 Based in Plantation, FL, serving Sunrise, FL, and clients throughout the United States
📞 Call us at 704‑947‑3178
📅 Book your consultation now

Tax strategy isn’t a luxury. It’s a decision. And the best time to make it — is before another year ends without a plan.