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Rework Tax

CPAs that give advice.

Licensed executive CPAs for owners and high earners — a tax plan as dynamic as the business, revisited through the year instead of reconstructed every April.

Combined client revenue
$1B+
Licensed executive CPAs
Planning year-round, not a filing in April
Business and personal returns handled together
Works alongside Rework Consulting and Rework Law
Year-round

Tax planning

Your tax plan should move with the business. We revisit the strategy through the year, realign it with the growth plan, and make sure nothing is left on the table before the year closes.

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What it covers
Entity and compensation structure reviewed against the plan
Deductions and credits identified before year-end, not after
Tax strategy aligned with investment, estate, and retirement planning
Distribution and liquidity-event planning for owners
Regular strategy check-ins across your advisory team

The goal is to bridge the gap between business success and personal wealth.

Annual execution

Preparation & compliance

Accurate, compliant, strategic returns for high-earning individuals, business owners, and entrepreneurs. We go beyond basic filing to optimize the position you actually file from.

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What it covers
Business and personal returns prepared in one view
Proactive identification of deductions and optimizations
Timely, thorough documentation that minimizes audit risk
Current on tax law changes and the opportunities they open
Filings and ongoing compliance handled end to end

Our CPA experience is rare. We have been there before, and we know how to guide you forward.

Watch

What a proactive tax partner looks like

A short look at how Rework Tax works through the year — and why the plan matters more than the filing.

Who we serve

Where business success and personal wealth meet.

Business owners taking distributions, not just salary
High-earning individuals with multiple income sources
Founders and entrepreneurs approaching a liquidity event
Real estate investors and developers
Companies whose tax position changed with a raise or acquisition
Owners whose personal and business returns have to agree
Your tax team
Hugh Sawyer
Hugh Sawyer
Partner, Rework Tax
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Matthew Menecola
Matthew Menecola, CPA
Director of Tax Services
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Hugh has been an excellent partner with our firm. He quickly understood the needs of our firm and immediately provided valuable insight and guidance — able to clearly communicate with and effectively coach all levels of management.
Roofing company, $10M annual revenue
What you get

Our superpowers

Planning, Not Just Preparation

We do not check boxes. We do the work for the short and the long term, so the return reflects a plan you actually made.

Strategic Filing

Filing that helps you now while setting up long-term savings — every position taken with the next few years in view.

Audit-Resistant Documentation

Timely, thorough documentation that minimizes audit risk. We have been there before and know what holds up.

Business & Personal Integrated

Personal and business financial goals handled as one picture, not two returns that happen to share a name.

Aligned With Wealth Planning

Tax strategy aligned with investments, property, estate, and retirement planning, so the moves compound.

Decisions That Support Goals

Whatever moves we make, they positively reinforce the financial goals behind the business.

Regular Strategy Check-Ins

Scheduled check-ins across your advisory team — CFO, counsel, CPA — so nothing is decided in isolation.

Clarity and Cohesion

You always know what we are doing and why. One coherent view of the full financial picture.

Insights

Reading for owners planning ahead

Read our blog →
Mid-Year Tax Strategy Checklist
Tax
Mid-Year Tax Strategy Checklist

Meet the team that will actually do the work.

An introductory call is a working conversation — you leave with a read on what your operating system can support today.