Tax Planning Services for Businesses Using the Scaling Up Performance System

Proactive Tax Strategy That Works With Scaling Up

Running your business on Scaling Up means your numbers already tell a story—about People, Strategy, Execution, and Cash. But if your tax strategy isn’t woven into that story, you’re leaving opportunities on the table.


At Straight Talk CPAs, we help leaders turn Scaling Up financials into a proactive tax plan that fuels growth. We don’t just prepare filings—we align tax strategy with your One-Page Strategic Plan, meeting rhythms, and cash acceleration priorities within the Scaling Up Performance Platform. The result? Taxes become a tool for scaling smarter, not just a year-end obligation.

Real-Time Insights. Real Results.

We don’t wait for year-end or scramble at the last minute. Our tax planning starts with reconciled Scaling Up financials, giving us the visibility to spot timing opportunities, forecast liabilities, and make adjustments before they become problems.


From structuring owner compensation to planning distributions and leveraging timing strategies, our Scaling Up-aligned tax planning makes sure every financial move supports your broader Rock priorities and growth metrics. This isn’t about chasing deductions—it’s about turning your tax plan into an active lever for scaling smarter, faster, and with fewer surprises.

Our Scaling Up Tax Planning Services Include:

  • Quarterly Tax Estimates
    Stay ahead of liabilities with accurate projections based on Scaling Up data.

  • Entity Structure Review
    Align your business structure with long-term growth and tax efficiency.

  • Income Shifting & Timing Strategies
    Move income or expenses strategically to minimize tax impact.

  • Owner Compensation Optimization
    Balance payroll, distributions, and draws for compliance and efficiency.

  • Year-End Planning & Projections
    Plan cash flow, avoid surprises, and maximize deductions—built on Scaling Up insights.


Tax planning isn’t a once-a-year scramble. With Scaling Up, it’s an ongoing, proactive strategy that drives better decisions and stronger results.

Wondering if your Scaling Up numbers are working as hard as they should? We simplify complex reports, highlight opportunities, and give you clear, actionable next steps—so you lead with confidence, not guesswork.

For Leaders Who Want Certainty, Not Surprises

Why Work With Straight Talk CPAs?

  • We work directly within the Scaling Up Performance Platform. No duplicate systems or patchwork spreadsheets—everything ties back to your framework.


  • We go beyond compliance. We optimize tax strategy to support Cash Acceleration, Rock priorities, and growth goals.


  • We make it clear and simple. Actionable insights, no jargon, no extra homework.


Need executive-level insight too? 

We also offer Scaling Up CFO services—so tax planning and financial strategy stay fully aligned.

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"Before working with Straight Talk CPAs, taxes felt like a guessing game. Now, with their Scaling Up–aligned tax planning, we anticipate liabilities, optimize distributions, and stay prepared all year."

Karen Douglas, COO, Healthcare Group

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"Straight Talk CPAs team connected our Scaling Up Scorecard to tax strategy. Quarterly reviews give us clarity, and we finally trust the numbers behind every decision."

Michael Lee, Founder, Logistics Company

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"Tax planning used to be stressful and last-minute. Now with Straight Talk CPAs it’s proactive, structured, and tied directly to our Scaling Up growth plan."

Sophia Ramirez, CFO, Tech Firm

FAQs

  • How does Scaling Up tax planning differ from standard services?

    We embed tax strategy directly into the Scaling Up Performance Platform, leveraging Scorecards, dashboards, and meeting rhythms for proactive, growth-focused planning.


  • Do I need to change my Scaling Up setup to work with you?

    No. We integrate seamlessly into your existing system, aligning taxes with strategy, Cash Acceleration, and Rock priorities.


  • Can you help with owner compensation and distributions?

    Yes. We optimize owner pay structures for tax efficiency while staying compliant with reporting standards.


  • How do you support quarterly planning?

    We generate tax projections and estimates using reconciled Scaling Up financials, ensuring leadership can plan ahead and remain cash-ready.


  • Are your services audit-ready?

    Absolutely. Everything is GAAP-compliant, Scaling Up–aligned, and structured to withstand audits or due diligence.