Built for Business Owners Who Expect More Than Basic Compliance
Most business owners don’t have a tax problem. They have a coordination problem.
You’re getting advice from your CPA, attorney, financial advisor, and insurance agent, but no one is aligning the strategy. One decision helps in one area and creates problems in another.
That lack of alignment leads to:
- Overpaying in taxes (often by tens of thousands per year)
- Strategies that don’t hold up under audit
- Entity structures that create legal risk or tax inefficiencies
- Missed opportunities that can’t be fixed after year-end
At Dahl Law Group, we take a different approach. Our tax preparation, filing, and strategy services are aligned with our legal and insurance services from the start. Every decision is evaluated with both legal, insurance, and tax consequences in mind before it’s implemented, not after the fact, so every decision works together, not against itself.
The result is simple: fewer surprises, stronger planning, and better long-term outcomes.
Tax Preparation & Filing Handled the Right Way
If you’re looking for a firm to simply prepare and file your returns, we do that.
Our team includes a full-time CPA and tax attorney, and handles both business and personal tax preparation with the same level of precision you would expect from a traditional CPA firm.
This includes:
- Business tax returns
- Personal tax returns
- Real estate-related filings
- Trust and estate income tax filings
Everything is prepared accurately, reviewed carefully, and filed on time with precision.
If that’s all you need, we can do that. But most of our clients want more than clean filings. They want a plan and need a strategy behind the numbers.
Where We Go Further: Strategy That Actually Connects to Your Business
Tax strategy only works when it’s tied to how your business is structured, how money flows, and what your long-term goals look like.
That’s where most advisors fall short.
We don’t treat tax strategy as a one-time conversation that ends after the year ends or after the returns are filed, when it’s too late. It’s an ongoing, proactive process that evolves as your business grows, your income changes, and tax laws shift.
More importantly, your tax strategy is built alongside your legal structure and insurance, not layered on top of it later. That coordination matters when you’re:
- Choosing or changing your entity structure (LLC vs. S-Corp vs. C-Corp)
- Scaling operations
- Taking distributions or managing cash flow
- Bringing on partners or investors
- Buying or selling assets
- Planning for succession or a sale of the business
- Managing real estate holdings
Every move has tax consequences. Every tax decision has legal implications. We handle both together.
The Tax Shield: Profit Protection Plan
Most business owners don’t have a tax strategy. They have a tax history.
The Tax Shield program is designed to change that.
This is a subscription-based service that combines preparation, filing, and proactive tax strategy into one ongoing system focused on protecting your bottom line.
What’s Included
Pre-Filing Review: Before anything is submitted, we walk through your return with you. You’ll understand what’s being filed, why it looks the way it does, and where opportunities may exist.
Annual Tax Preparation & Filing: We prepare and file all required business and personal returns, including real estate filings, with a focus on accuracy and compliance.
Quarterly Financial Reviews: Four times per year, we review your Profit & Loss and Balance Sheet together. This allows us to:
- Adjust estimated tax payments
- Identify savings opportunities during the year
- Track and ensure proper implementation of prior strategies
- Stay up to date on new developments within your business
Bi-Annual Tax Strategy Analysis: Twice per year, we conduct a deeper strategy review:
- January: baseline strategy planning for the year ahead
- November/December: year-end optimization before filing
Unlimited Access: Questions come up. You won’t be billed every time they do. Email and phone access are included.
Optional Full-Service Bookkeeping: Available as an add-on, including:
- Monthly bookkeeping
- 1099 issuance
- Sales tax filings
- Workers’ comp audit support
- Personal property tax payments
How the Subscription Works
The Tax Shield program is offered on a month-to-month subscription basis. Pricing is customized based on:
- Business complexity
- Number of entities
- Volume of returns
- Scope of services
There are no long-term contracts. You can cancel at any time. In most cases, clients pay for the service through their business, making it a deductible expense.
Why Business Owners Choose this Approach
You’re running a business that likely generates significant revenue. Decisions made today affect taxes, liability, and long-term value. Most firms separate legal, tax, and financial advice, and that separation creates friction, risk, and missed opportunities.
We remove that by keeping everything coordinated:
- Legal decisions are evaluated for tax impact before implementation
- Tax strategies are structured so they hold up legally
- Filings reflect the strategy accurately, reducing audit risk
It’s not about doing more work. It’s about doing the right work, in the right order, with the right perspective.
Who This is Built For
This is not built for everyone. Our clients are typically:
- Business owners generating $500K–$10M+ in annual revenue
- Owners who want proactive tax planning, not reactive compliance
- Individuals managing multiple entities or real estate investments
- Business owners thinking about long-term growth, exit, or succession
If you’re simply looking for the lowest-cost tax preparer, this likely isn’t the right fit.
If you want coordination, clarity, and a strategy behind your numbers, it is.
Start with a Strategy Session: Work with a Team That Sees the Full Picture
We don’t begin with tax returns.
We begin with understanding your business, your structure, and where opportunities exist.
From there, we determine whether a coordinated tax and legal strategy makes sense for you.
Frequently Asked Questions
Do I need both a CPA and an attorney for tax strategy?
If you are a business owner or real estate investor, then yes. Tax strategy involves both legal structure and tax law. Our program coordinates both, so decisions are aligned.
How much can tax strategy actually save?
It depends on your situation, but many business owners we work with identify meaningful savings once the strategy is implemented proactively rather than after year-end. We continually track the average savings per client and can provide that information during a consultation based on historical data.
Can you work with my existing CPA or advisor?
Yes. Although we prefer to handle the tax preparation and filing, we frequently coordinate with outside advisors and CPAs, when appropriate, to ensure alignment across your planning team, if you are satisfied with your current CPA and do not want to terminate that relationship.
What makes this different from a traditional CPA firm?
Most CPA firms focus on compliance (preparing and filing returns). Our approach integrates legal structure, tax strategy, and ongoing planning so decisions are made proactively, not retroactively. Even when CPA firms advertise that they help with tax strategy, nearly none will have a tax attorney on staff to answer detailed questions. Furthermore, CPAs are legally prohibited from providing legal advice or documents and therefore are unable to assist in implementing these strategies.
What is the difference between tax preparation and tax strategy?
Tax preparation focuses on reporting past financial activity accurately and filing required returns. Tax strategy is forward-looking. It involves evaluating decisions before they are made so that taxes can be reduced legally and efficiently. For business owners, this may include decisions on entity structure, compensation planning, transaction timing, real estate strategy, succession planning, and other tax-sensitive moves. Preparation reports history. Strategy shapes outcomes.
How can business owners legally reduce taxes in California?
Tax reduction starts with planning. Depending on the business, opportunities may involve entity elections, compensation structure, retirement planning, depreciation strategies, real estate tax planning, succession design, IRC Section 1202 eligibility planning, and transaction structuring. The right approach depends on your business model, revenue, ownership structure, and long-term goals.
When should a business owner start tax planning for the year?
Ideally, tax planning happens before the year begins and continues throughout the year. Waiting until tax season limits available options because many planning opportunities require implementation before year-end. Quarterly review is often more effective than annual reactive planning, especially for growing businesses and business owners with fluctuating income.
Can a tax attorney help reduce business taxes more effectively than a CPA alone?
That depends on the issue. CPAs play a critical role in tax preparation and compliance. A tax attorney may add value when legal structure, transaction design, asset protection, succession planning, or higher-level tax strategy are involved. Many business owners need both perspectives working together, especially when decisions have both legal and tax consequences.
What kinds of tax strategies are available for business owners and real estate investors?
Available strategies vary widely, but may include entity restructuring, compensation optimization, depreciation planning, retirement strategies, installment sale planning, Qualified Small Business Stock planning, trust-based strategies, real estate cost segregation analysis, and succession-related tax design. The right strategy depends on facts, timing, and implementation requirements.
How do legal and tax planning work together to reduce risk and improve outcomes?
Tax decisions often create legal consequences, and legal decisions often create tax consequences. If those decisions are made separately, business owners can end up with inefficiencies, conflicting advice, or avoidable exposure. Coordinated legal and tax planning helps ensure the structure, reporting, and strategy align.
Disclaimer: Dahl Law Group provides only legal services. All tax preparation and filing work (and some tax strategy work) are performed by Dahl Tax Group LLC, a California limited liability company. While separate legal entities, the firms coordinate their services and provide a unified coordination to help clients benefit from aligned legal and tax planning. To enhance the client experience, communications and planning coordination may be centralized through Dahl Law Group, providing clients with a unified point of contact throughout the planning process. Read more here.
