Tax planning for service business owners earning $300K+
We help high earning service professionals reduce unnecessary taxes, structure their business correctly, and stay compliant without stress, surprises, or guesswork.
Who We Help
O&M Tax & Business Advisory works with service based business owners who want proactive planning not last-minute filing.
We're a good fit if:
Your business earns $300,000+ per year
You want year-round tax planning and clean financials
You want legal, defensible strategies (not risky schemes)
You want clear answers and a calm process
Not a fit if:
You only want tax filing once per year
You're looking for aggressive shortcuts
Why Are High Earning Business Owners Overpaying the IRS?
Most successful business owners are losing $25,000 – $100,000+ to the IRS every year without even realizing it.
You're Writing Massive Checks to the IRS
You're paying your fair share and then some. The average business owner pays over $50,000 in taxes annually. We regularly uncover $25,000 – $100,000+ in legal tax savings.
You're Tired of Last-Minute Tax Surprises
Tax season always feels rushed. You're reacting instead of planning and missing out on major deductions and savings strategies.
Your CPA Just Files and Forgets
Most CPAs focus on filing. They don't build proactive, year-round strategies and that's costing you money.
High Stakes Decisions, No Guidance
You're making big decisions hiring, expansions, investments without the financial visibility or guidance to do it confidently.
Your Cash Flow Feels Unpredictable
Even profitable businesses feel tight. Revenue is delayed. Overhead is rising. And there's no system behind your numbers.
Growing Overhead Costs
Your overhead keeps climbing staffing, software, insurance and you don't know how to control it.
You don't need to work harder. You need a better financial strategy.
Our Services
Business Formation & Restructure
Entity selection and restructuring designed around your income, risk, and goals.
Strategic Tax Planning
A customized, IRS-compliant plan built before tax season not during it.
Bookkeeping
Accurate monthly bookkeeping so decisions are made from clean numbers.
Income Tax Preparation
Business and personal tax filing based on a plan done carefully and correctly.
How It Works
1
Strategy Call
We review your income, structure, and current approach.
2
Custom Plan
You receive a clear written strategy with next steps.
3
Ongoing Support
We help implement and adjust the plan throughout the year.
Hear From Our Clients
Real stories, real success. Our clients save an average of $15,000 to $50,000 per year in taxes through strategic planning and entity optimization.
5-Star Rating on Google
Ready for a clearer tax strategy?
Visit O&M Tax & Business Advisory for help with taxes, bookkeeping, and more.
Contacts
(956) 458-7368
4414 S Raul Longoria Rd, Suite B, Edinburg, TX 78542 United States