Tax strategy for professional service firm owners
Your tax bill is bigger than it should be. Fixing that was never supposed to be your job.
Sydnee Brooks and the team at Golden Spike Tax & Advisory specialize in supporting professional service firm owners and executives juggling K-1s, equity compensation, and W-2s. You send us the numbers, we build the plan.
How it works
Send the numbers. Get the plan. Check it off.
01
Send us the numbers.
No two-hour call walking us through your financial life. Your returns, your K-1s, your equity comp, your W-2. We already understand how they fit together.
02
We build the plan.
A fully customized strategy built around how your income is actually structured across your businesses, your compensation, and your household.
03
You get a clear list.
Exactly what needs to happen and when. No vague advice, no long back and forth. Most of our clients spend about thirty minutes a year on their taxes now.
You’ve got the income to write the check every April. So you write it.
You’re the one running the company, the practice, or the department, and taxes have quietly become the thing you deal with once a year instead of something you actually plan around. Some part of you knows there’s probably a better way. You just haven’t had the bandwidth to find it.
You’ve probably worked with a CPA before. Maybe more than one. There’s a difference between someone who files your taxes and someone who delivers a strategy built around the life you’ve already built.
It’s all part of the plan.
Our mission at Golden Spike Tax is to be proactive versus reactive with your situation.
I have seen so many people overpay the IRS thousands of dollars every year. This is not because they are careless, it is because they are too busy running the business, the practice, or the company to also run their own tax strategy. That’s where we come in. You keep building your legacy and let us worry about the tax side of it.
Sydnee Brooks, CPA
Founder, Golden Spike Tax & Advisory
Client story
$45,000
found in something they were already doing.
A married couple, each running their own business. Their adult son worked in both, paid the way a lot of families do. On paper it looked like a normal family arrangement. For tax purposes it was quietly costing them every single year, and nobody had caught it.
I did. We helped the couple restructure the way their business income flows to each of them and changed the way they compensated their son for the work he was already doing for both businesses. They kept an extra $45,000 that year.
What clients say once the plan is in place.
Sydnee is knowledgeable, friendly, and quick to respond. She is trustworthy and I recommend her to anyone with a small business.
Brynlee, firm owner
She goes above and beyond to make sure every question is answered. I wish I had worked with her sooner.
Phoebe, partner
Super efficient and professional. Call them for your business and personal taxes.
Brandon, manages the household finances
Get in touch
You focus on running the business and building the legacy. Let us help with the tax side of it.
Bring us everything you are already doing, and we will bring back a plan with real tax savings.
Sydnee Brooks, CPA
Founder, Golden Spike Tax & Advisory
It’s all part of the plan.