Business & Nonprofit
Tax Strategy
Business & Nonprofit Tax Strategy
Structure smarter. Pay less. Stay compliant. Expert guidance for businesses and nonprofits ready to grow without tax stress.
Running a business or nonprofit shouldn’t come with tax confusion. I combine my CPA expertise with personalized strategy to help you legally reduce your tax bill, avoid costly IRS mistakes, and build a financial structure that fuels your mission — not drains it. Whether you’re just getting started or scaling up, we’ll align your structure with your long-term vision and IRS requirements.
What is included in the session?
01
Entity & Structure Review
Whether you're operating as a sole proprietorship, LLC, S-Corp, partnership, or nonprofit, I’ll assess your current setup to ensure it’s working for you — not against you. We’ll explore if your structure is aligned with your income level, growth goals, and tax advantages. If changes are needed, I’ll walk you through the process step by step.
02
IRS Compliance Check
Avoid penalties, audits, and missed filings. I’ll review your IRS documentation and filing history, highlight red flags, and make sure you're meeting all necessary federal and state requirements. For nonprofits, this includes Form 990 strategies and best practices for audit-proof operations.
03
Tax Savings Blueprint
I’ll identify specific, legal strategies you can apply immediately to reduce your taxable income — from expense categorization and tax credits, to owner compensation adjustments and retirement contributions. You’ll leave with a customized action plan tailored to your entity and industry.
04
Recordkeeping & Bookkeeping Guidance
No more guessing what counts or how to track it. I’ll show you exactly what the IRS expects, how to create a clean audit trail, and how to manage your books in a way that makes tax time smoother and your decisions smarter. Whether you use QuickBooks or spreadsheets, we’ll get you on the right track.
05
Strategic Q&A + Coaching
Bring all your questions — nothing is too big or small. From understanding self-employment tax to planning for multi-state operations or grant-related filings, I’ll provide clear answers and strategic advice to guide your next move. This is your time to get personalized clarity, not just general tips.
Here for a Tax or Bookkeeping Issue?
If you’re dealing with tax problems, bookkeeping concerns, or need guidance, schedule a quick call and let’s figure it out — together.
Should we work together?
- Are tired of guessing what’s tax-deductible? I have a system that makes it easy for you.
- You’ve outgrown TurboTax and DIY spreadsheets.
- You’re ready to stop overpaying and start planning ahead.
- You’re not sure if you’re filing the right forms (or on time).
- You want more than just a tax preparer — you want a financial strategist.
- You need someone who understands both business and nonprofit tax law.
Who's This For?
You run a business or nonprofit and want to lower your tax bill — legally.
You’re unsure if you’re structured the right way (LLC, S-Corp, 501(c)(3), etc.).
You need clarity on deductions, filings, or IRS notices.
You want a trusted CPA to guide you with both strategy and care
GET STARTED TODAY
Let’s Optimize Your Tax Strategy
Testimonials
Hear how Dr. Lilly’s clients — from business owners to nonprofit founders — have transformed their finances, gained clarity, and found peace through her expert support.
Small Business Owner
Dr. Lilly is incredibly knowledgeable and transparent. She helped me file my taxes and guided me through my LLC setup. I felt supported every step of the way.
Entrepreneur
I honestly couldn’t be happier. The Ark NPS made my tax process stress-free, answered all my questions, and made everything feel easy.
Family Client
I was introduced to Dr. Lilly and within an hour she was already sorting me out. She’s kind, calm, and so easy to talk to — truly a blessing.
Entrepreneur
Dr. Lilly is truly the best CPA you could ever hope to meet! During our one-hour session, she went above and beyond to help us understand how to effectively manage our finances and file our taxes. Her expertise and dedication are unmatched.
Entrepreneur
The session Dr. Lilly taught today was amazing! As a doctoral business student, the financial structuring insights were exactly what I needed. She was knowledgeable, patient, and truly impactful.
Small Business Owner
Yet again, another great experience with The Ark NPS. I've been with them since 2021, and their professionalism and commitment to peace of mind are unmatched. They always go above and beyond.
