Tax Strategy — Cleveland

Tax Strategy for Cleveland Business Owners

Cleveland stacks city income tax, state rates, and the Commercial Activity Tax. Healthcare and manufacturing owners have significant depreciation and credit opportunities.

Cleveland Industries We Work With

What Cleveland Business Owners Face

State Tax Overview

OH graduated income tax up to 3.5%. OH CAT applies. Municipal income taxes are common throughout Ohio.

Moderate SALT Burden
Local Business Taxes

Cleveland city income tax of 2.5% on earned income. OH CAT also applies.

Cleveland Client Example

A Cleveland medical device company doing $3.4M in revenue was paying full CAT and city tax with no R&D credits. After an R&D study, entity restructuring, and CAT optimization, they saved $61,000 annually.

How We Reduce Taxes for Cleveland Businesses

CAT Optimization

Reduce Ohio Commercial Activity Tax through proper exclusions, situsing, and entity structuring.

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Cost Segregation

Reclassify building components to 5, 7, or 15-year property for accelerated depreciation and massive first-year deductions.

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Entity Restructuring

Optimize your business structure across LLCs, S-Corps, and holding companies to minimize tax exposure and maximize protection.

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R&D Credits

Claim dollar-for-dollar federal tax credits for qualifying development, engineering, and process improvement activities.

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Retirement Planning

Go beyond a basic 401(k). Cash balance plans, defined benefit plans, and hybrid structures multiply your tax-advantaged savings.

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Remote Service. Local Depth.

We serve Cleveland business owners remotely with the same depth as a local firm. Our Tax Intelligence Framework starts with a comprehensive review of your financials, entity structure, and current tax position. We then build a custom strategy and implement it.

We work alongside your existing CPA, not replacing them. Learn more about our tax strategy service or read about how we work alongside your CPA.

  1. 1 Tax Intelligence Review - We analyze your current structure, financials, and tax returns to identify exactly what you are leaving on the table.
  2. 2 Custom Strategy Blueprint - We build a prioritized plan with projected savings for every strategy, specific to your business and OH tax environment.
  3. 3 Implementation - We execute every strategy, coordinating with your CPA and legal team. No loose ends.
  4. 4 Ongoing Optimization - Tax law changes. Your business evolves. We adapt your strategy year over year to keep savings compounding.
Tax Intelligence Review

Cleveland Business Owner?

Book a free review and we'll identify exactly how much you're overpaying and the strategies to fix it.

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Get Your Tax Review

Tell us about your business and we'll identify every savings opportunity available to you.

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