Tax Services
3 Phase approach to tax strategy
Tax Documentation, Tax Preparation, Tax Strategy
Tax Strategy is CRITICAL to take your restaurant to the next level -
Why Tax Strategy is Critical for Multi-Unit Restaurants
Managing Multiple Revenue Streams
We specialize in weekly ops-keeping (operations and bookkeeping) services tailored to your business needs. Trust us to keep your financial records in order, so you can focus on what you do best – growing your business.
Maximizing Deductions and Credits
Restaurant-specific tax incentives can deliver significant savings when planned in advance, including:
• FICA Tip Credit – Reduces tax on employer-paid FICA for reported tips.
• Research & Development (R&D;) Credit – Applies to menu development, process improvements, and kitchen innovation.
• Energy-Efficient Improvement Deductions – For qualifying upgrades under Section 179D.
A structured approach ensures these opportunities are captured at every location.
Entity Structure and Income Allocation
The right tax structure (S corporation, partnership, LLC, or C corporation) impacts how profits are taxed, how distributions are made, and how owners are compensated. For multi-unit operators, structure also determines how
income is allocated between locations and owners — a major factor in tax efficiency.
Cash Flow and Capital Planning
Tax liabilities can be one of the largest cash outflows for a restaurant group. Forecasting tax obligations across multiple units allows operators to plan for payroll, vendor payments, reinvestment, and expansion without surprises.
Compliance and Risk Management
Multiple locations mean multiple sets of payroll taxes, sales taxes, and local business taxes — often in different jurisdictions. A strong tax strategy ensures accurate, timely compliance, reducing the risk of costly penalties and audits.
For multi-unit restaurants, tax planning is not optional — it’s a competitive advantage. By integrating tax strategy into daily operations, owners can reduce liabilities, improve cash flow, and keep more profits available for growth. The earlier a strategy is developed, the greater the savings and stability it can deliver.