Our process
Guardian Tax Consultants® follows a disciplined, advisor-led process: feasibility first, then execution, with pre- and post-transaction support when appropriate. We are typically introduced through your CPA, family office, wealth advisor, or transaction advisor, and work alongside the team you already trust. Throughout, the focus stays on what matters most to an owner — keeping more of what the business is worth.
Guardian works on a referral basis. We are engaged through accounting firms, family offices, wealth advisors, and transaction advisors, so the owner’s existing advisory relationships stay at the center. We bring independent specialists into the process and coordinate directly with the advisory team, so the owner is not relaying messages between offices. The goal is a more organized planning process, a defined timeline, and a structure that can be reviewed by the owner’s CPA, counsel, and advisory team before implementation.
Since the 2017 Tax Cuts and Jobs Act, how much tax a business pays depends heavily on how it is structured.
37%
Top federal individual rate — LLC, S-corp, partnership, sole proprietorship
21%
Federal C-corporation income tax rate
The rate difference can create room for tax deferral on income retained inside a C corporation. It is not tax elimination. C-corporation earnings may be taxed again when distributed or realized by owners, depending on the facts.
What we do
Every engagement is tailored to the business and coordinated with the owner’s existing CPA, attorney, and advisory team. The work runs in three phases.
01
Feasibility & Assessment
We start with a written feasibility view that evaluates whether an updated structure may fit the business across tax planning, retained capital, continuity, transaction readiness, and advisor review. The owner and advisory team get a clear planning read before anything is implemented.
02
Execution
When a structure moves forward, Guardian coordinates implementation with the owner’s CPA, independent legal counsel, and other specialists. Entity formation, legal documents, and filings are handled by the appropriate licensed advisors.
One coordinated advisory table
Guardian coordinates directly with the owner’s existing advisors and independent specialists, so the owner is not left carrying technical messages between offices. The structure is reviewed for tax efficiency, retained capital, continuity planning, and transaction readiness, subject to the business’s facts and the review of the owner’s CPA and legal counsel.
03
Pre- and Post-Transaction Support
Guardian supports periodic tax-planning review before and after a transaction, coordinating with the owner’s CPA, counsel, and advisors as facts, ownership, operations, and transaction plans change.
Why Guardian
Guardian works exclusively in the MSO space — it isn’t a side service, it’s the entire practice. That focus is why accounting firms, family offices, wealth advisors, and transaction advisors bring Guardian into the planning process.
Guardian Tax Consultants®: 100+ engagements · $1B+ in combined enterprise value across the companies we’ve worked with · nationally, in all 50 states · by referral only, through accounting firms, family offices, wealth advisors, and transaction advisors.
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