Tax Optimization for Entrepreneurs and Businesses
Smarter Structures for Sustainable Success
True tax optimization isn’t about short-term tactics. It’s about creating a strong foundation that supports growth, efficiency, and defensibility, year after year.
We work with entrepreneurs, investors, and businesses to build tax strategies that align with how their businesses actually run. Each recommendation balances precision and practicality, ensuring your structure supports your goals, not slows them down.
What Tax Optimization Involves
Tax-Advantaged Investment Strategies
We help you locate, evaluate and structure your investment into tax-advantages asset classes, structures and strategies.
Entity Structuring and Reorganization
We evaluate your existing structure to determine whether corporations, partnerships, or hybrid entities best achieve your goals and minimize exposure.
Operational and Compensation Planning
We align compensation, distributions, and equity plans with tax-efficient strategies that improve cash flow and long-term stability.
Cross-Border Entity and Multi-State Planning
For companies operating across multiple states or foreign jurisdictions, we ensure alignment between tax rules, business realities, and growth objectives.
Ongoing Review and Adjustment
As your business evolves and tax laws change, we revisit structures regularly to maintain compliance and capture new opportunities.
Why Clients Choose Covello Tax Law
Comprehensive, Defensible, and Practical
Each plan is built to meet the highest legal standards, giving you confidence that every strategy will hold up under scrutiny and create measurable value.
Aligned With Your Team
We collaborate directly with your accountants, financial advisors, and other legal counsel so that every part of your tax plan works with your foundation.
Practical, Not Theoretical
Our advice is grounded in how businesses operate. We focus on strategies that can be implemented, not just discussed.
Value and Flat Fee Billing
We work primarily on flat fees and defer a substantial portion of our fees until liquidity events. Before we charge your clients a dime, you will have certainty on our fees, based on the value that we help create. Further, by deferring a portion of our fees, we create alignment with you and your client, all of us working together to meet the client’s objectives.
Do Not Wait For Tax Optimization
The most effective tax optimization begins today. The sooner you evaluate your structure, the sooner you will minimize taxes and preserve what you’ve built. Covello Tax Law helps you stay ahead, capturing value and avoiding unnecessary risk.
Please do not include sensitive financial or tax details in your message. All inquiries are kept confidential.
