High-income W-2 earners
You earn well—and want to keep more of it
- Equity comp, bonuses, and RSUs create timing questions
- Standard withholding rarely matches a complex income picture
- Planning turns a big paycheck into a coordinated strategy
Proactive Tax Planning
A tax return looksbackward.Good strategy looksforward.
Most of the decisions that shape what you owe are made long before a return is ever prepared. Pratt & LeFevre turns tax season into a year-round relationship—so the work is done before the filing, not after.
- Year-round
- planning, not just filing season
- Online
- consultations, on your schedule
- Free
- first conversation, no obligation
O.N.C.E.
Own Nothing Control Everything
The Pratt & LeFevre team
The shift
Tax preparation is not the same as tax planning.
One reports what already happened. The other shapes what happens next. The difference is where—and when—the real work gets done.
Tax Preparationlooks backward
- Reports income you already earned
- Records decisions you already made
- Happens once a year, at filing time
- Answers: “What did I owe?”
Tax Planninglooks forward
- Shapes income before you earn it
- Structures decisions before you commit
- Happens all year, in advance
- Answers: “What should we do?”
By the time a return is prepared, most of the opportunities are already gone. Planning is how you get them back—before they pass.
Who we help
Proactive planning isn't only for the wealthy. It's for people like you.
If any of these sound familiar, the decisions that shape your tax bill are already happening—with or without a plan.
W-2 earners with side income
A day job, plus something of your own
- Side income often arrives with no withholding at all
- Quarterly estimates and deductions need a plan, not a guess
- We help the two incomes work together instead of against each other
Business owners
You make the decisions that move the numbers
- Entity choice, owner pay, and timing change what you owe
- The biggest savings live in structure, not in April
- Ongoing advisory keeps the plan aligned as the business grows
More than tax preparation
One coordinated system, built around your situation.
These aren't separate services you piece together. They're one relationship, working in sequence—each piece informed by the others, and all of it centered on you.
Planning informs structure. Structure shapes the return. The return feeds the next plan.
Tax Planning
01We look ahead—timing income, deductions, and major moves—so the decisions that matter are made deliberately, not by default.
Business & Entity Structuring
02The right structure changes what you keep. We align entity choice, ownership, and owner pay to your actual goals.
Tax Preparation
03Accurate, on-time filing is part of the relationship—not the whole of it. The return simply reflects the plan we built together.
Ongoing Advisory
04A year-round conversation that adjusts the plan as your life and business change, so you're never planning from last year's map.
What our clients say
People who stopped filing, and started planning.
“For years I thought a good CPA was just someone who filed fast. Pratt & LeFevre showed me the filing was the easy part—the plan was what I'd been missing.”
Marcus D.
Software engineer, RSU-heavy comp
A question worth asking
Does your tax strategy match your situation?
If you're not sure, that's exactly what a first conversation is for. Find out in a free online consultation—no pressure, no paperwork, just clarity.
How it works
A simple path from filing season to year-round.
Becoming a client doesn't start with paperwork. It starts with understanding you—and ends with a return that's already been planned for.
- 01
Understand
We start by learning your full picture—income, goals, and the decisions on the horizon. No two situations look alike.
- 02
Plan
Together we build a forward-looking strategy: timing, structure, and the moves that shape what you'll owe.
- 03
Implement
We put the plan in motion with the right structure and documentation, so it holds up when it counts.
- 04
Maintain & Review
Through the year we revisit and adjust as life and business change, keeping the plan aligned with reality.
- 05
File
When filing season arrives, the return simply reflects a plan already made—accurate, on time, and unsurprising.
Filing is step five—not the whole relationship. Everything before it is where the strategy lives.
About Pratt & LeFevre
Good tax planning should be personal.
Pratt & LeFevre was founded on a simple frustration: too many people meet their accountant for the first time in April, after every meaningful decision has already been made.
We exist to flip that. We're planners first—people who'd rather have a conversation in October than a surprise in April. The return is the result of the relationship, not the reason for it.
We work with high-income earners, people building something on the side, and business owners—because the principles are the same, even when the details aren't. Your situation is your own, and your strategy should be too.
Planners first
preparers second
Your situation
is your own
A natural next step
Schedule your free online consultation.
No sales pitch, no obligation—just a conversation about your situation and whether proactive planning fits it. If it doesn't, we'll tell you that too.
Consultations are held online and scheduled at a time that works for you. The first conversation is always free.
The Advisory Team
Meet the minds behind your strategy.
Proactive tax planning isn't an automated algorithm—it's a dedicated team of seasoned strategists, entity planners, and client advocates who understand your unique financial landscape.
Dedicated Advisory
Year-round coordination & strategy
Strategy
Ronald Haycock
Chief Executive Officer
Executive Leadership, Strategic Vision & Corporate Architecture
Advisory
Clay Neves
Sales Team Lead
Client Strategy Onboarding & Advisory Relationship Development
Strategy
Brandon T. Roper
Chief Financial Officer
Financial Strategy, Capital Structure & Fiscal Stewardship
Advisory
Roger Alexander
Chief Operating Officer
Operations, Process Excellence & Client Experience Delivery
Strategy
Kayla Thomas
Head Client Services Associate
Client Care, Account Coordination & Advisory Support
Advisory
Ketsia Amize
Executive Liaison
Executive Communication, Scheduling & Strategic Coordination
One unified advisory team. No handoffs between strangers.
Your tax strategist, entity planner, and preparer coordinate year-round under the same roof—so the advice you receive is synchronized with the return you file.