Tax Strategy for Law Firm Owners
It's not about how much you make, it's about how much you keep.
You've built a profitable firm. But if your tax strategy hasn't kept pace with your success, you could be handing the IRS far more than you owe, year after year.
I help law firm owners keep more of what they earn by improving the tax efficiency of their business and personal finances. This isn't tax preparation. It's strategy: a close look at how your firm and your finances are structured, and where there's room to do better.
Most engagements surface opportunities across several areas:
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Entity structure and ownership design — is your firm structured in the most tax-efficient way?
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Partner and owner compensation — how you pay yourself can dramatically change your tax bill
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Retirement and benefit planning — often the single largest lever for high earners
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Multi-entity structures — coordinating multiple entities to work in your favor
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Missed planning opportunities — the deductions and strategies that slip through the cracks
The result is a clear picture of where your firm's tax and financial structure stands today, and a roadmap for making it more efficient.
I primarily work with:
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Law firm owners with established, profitable practices
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Owners who want proactive strategy, not just a return filed once a year
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Owners with real estate investments or multiple business entities
Most engagements begin with a Tax Strategy Plan which includes a thorough review of your current structure and a prioritized list of opportunities to keep more of what you earn.
If you're a law firm owner who wants a smarter, more strategic approach to taxes, let's talk.
“I was amazed by Megan’s expertise, professionalism, attention to detail, and comprehensive analysis. I estimate the value of her advice to be approximately 3X the cost of her services, just in one year of taxes. I am so grateful we found Megan and that she was available to advise us.” -Milo, law firm owner
“We can’t recommend Megan Robin highly enough for small business tax plans and family wealth planning...Small business tax plans seem to be an underserved area and are so desperately needed; Megan is worth every penny!” - Graham, consulting firm owner
“Megan has been a godsend. While I am a great attorney in my field, being a small business owner is something that is entirely out of my wheelhouse. Not only has Megan helped me navigate the unfamiliar, she does so with grace, confidence, and results. As a small business owner and a mother, I feel very secure knowing that she always has my best interest in mind whether it be the immediate or in the future. Two years ago I didn’t know how I was going to retire or pay for my children’s college. I now have a plan that has already been put into place, all thanks to Megan. She’s the real deal.”- Nichole, consulting firm owner