High-Impact Tax Strategy & IRS Defense
Tax Planning & Audit Representation for High-Growth Ventures
Kotso Consulting bridges the gap between reactive filing and proactive wealth protection. We apply elite technical standards to architect tax strategies that minimize liabilities and defend your balance sheet against the IRS.
✔️ Licensed CPA Oversight
✔️ Big 4 Tax Strategy (Deloitte and EY)
✔️ IRS Representation: Licensed advocacy
✔️ R&D Credit & Nexus Optimization
The Tax Strategy Pedigree
Expert Intelligence for High-Growth Ventures
Strategic tax leadership at Kotso is led by Todd Breckel, CPA, an active member of the American Society of Tax Problem Solvers, delivering year-round planning built for growth-stage complexity. We don’t just file returns—we architect tax-aware systems, documentation discipline, and entity posture that hold up under scrutiny and scale with your ambition.
Expert Intelligence for High-Growth Ventures
Strategy vs. Compliance: Why Filing Isn’t Planning
Most firms focus on compliance—recording historical data to meet a legal obligation. At Kotso, we focus on strategy—building a tax-optimized back office that scales with your ambition.
Traditional Tax Prep: records history, reacts late, uses standard deductions after year-end.
Kotso Tax Defense Team: prioritizes data integrity and internal controls, partners operationally, and implements structural shifts in real time to reduce tax liability.
Signs You Need Tax Defense
Before choosing a tier, check if you’re hitting these tax “ceilings”:
The Tax Surprise: books aren’t reviewed for tax impact until year-end, causing an unbudgeted April bill.
The Nexus Nightmare: selling across state lines without systems to manage multi-state exposure.
Missed Incentives: you’re building/improving but lack documentation discipline for credits.
Audit Anxiety: you received an IRS notice or need documentation for a lender/inquiry.
Engineered for High-Velocity Ventures
We provide the most impact for founders who require secure, cloud-based workflows and high-integrity data:
Venture-backed startups
Multi-state e-commerce
High-income founders
Venture capital firms
Tax Compliance & Filing (Federal & State)
Starting at $1,200 per return
Multi-state and complex entities are priced after intake.
Standard filing is the minimum requirement; elite compliance is a strategic asset. We provide accurate, audit-ready preparation for Federal, State, and Local returns
Operational Goal: High-integrity filing and data hygiene to reduce penalty risk.
Core Deliverables: 1120/1120-S, 1065, and state filings (scope-based).
Strategic Tax Planning & Wealth Preservation
Starting at $2,500
Year-round strategic planning is quoted after assessment based on entity count, state footprint, and complexity.
The most expensive tax bill is the one you didn’t plan for. This is proactive strategy designed to reduce surprises through entity posture review, timing decisions, and quarterly estimated payment discipline. (Advanced credits and specialized strategies are scope-based and eligibility-dependent.)
Operational Goal: Tax-cycle precision to protect cash flow and reduce surprises.
Core Deliverables: entity optimization, quarterly estimate strategy, and planning support (scope-based).
Multi-State Nexus & Distributed Workforce Strategy: when applicable, we map triggers tied to selling/hiring across state lines.
IRS Representation & Conflict Resolution
Starting at $2,500 per engagement
Audit defense and complex resolution are scope-based after review.
When the IRS or state authorities initiate an inquiry, you need a licensed advocate who speaks their language. We manage correspondence, protect deadlines, and drive a disciplined documentation workflow to reduce escalation risk.
Operational Goal: Risk mitigation, technical integrity, and audit readiness.
Core Deliverables: audit defense, resolution pathways (scope-based), and transcript monitoring (when appropriate).
Our AAA Delivery Approach
ASSESS
We review your current posture (returns, entity structure, footprint, and documentation gaps) to find “lost” money and structural leaks.
ALIGN
We align systems and structures (e.g., workflows, documentation discipline, elections when appropriate) to reduce burden and increase defensibility.
ACCELERATE
We monitor change in real time and adjust strategy to avoid surprises as complexity grows.
CPA-Led tax preperation in Cincinnati, OH and Nationwide
While we architect financial systems for ventures across the United States, we provide local tax preperation services in Cincinnati for firms that value a boots-on-the-ground partner. We combine the accessibility of a local firm with the Big 4 technical standards required to scale nationally.
Frequently asked questions
Tax Defense FAQs
What’s the difference between tax preparation and tax planning?
Tax preparation is reactive—recording what already happened to file a return. Tax planning is proactive—making tax-aware decisions during the year so outcomes change before year-end.
Can a CPA represent me in an IRS audit, and do I have to be present?
Yes—CPAs can represent you with the IRS within scope and authorization. In many cases, we can handle correspondence and meetings so you’re not managing the process alone.
How much does business tax preparation cost?
Tax preparation starts at $1,200 Multi-state and complex entities are priced after intake based on footprint and complexity.
How much does tax planning cost for a small business?
Quarterly planning starts at $2,500. Year-round planning is quoted after assessment based on complexity and footprint.
How much does IRS representation cost?
Notice response starts at $2,500. Audit defense and complex resolution are scope-based after review due to variable document volume, deadlines, and agency scope.
What is an R&D Tax Credit, and does my business qualify?
R&D credit eligibility is facts-and-documentation dependent. If it’s relevant, we assess whether your activities and recordkeeping support a defensible position before proceeding.
When is the deadline for effective tax planning?
The best planning happens before year-end and before major decisions (hiring, expansion, ownership changes). Waiting until filing season usually limits available options.
Do you help with multi-state nexus and sales tax complexity?
When applicable, yes. We evaluate where you sell and hire, then map likely exposure and the right next steps so issues don’t show up as surprise notices.
Can you help with IRS notices, back taxes, or penalty abatement?
Yes—those fall under IRS Defense and are scoped based on your notice type, deadlines, and facts. We’ll triage urgency first, then build the response plan.
What is Section 1202 (QSBS) and why does it matter?
QSBS can be impactful in the right fact pattern, but it’s highly technical and documentation-driven. If it’s relevant, it should be evaluated early—well before an exit.
Secure Your Wealth
Your tax bill isn’t just a number—it’s the output of your structure, documentation, and decision timing. Led by CPAs with Big 4 discipline, Kotso Consulting delivers the strategy and defense required to protect your business and personal wealth.