Financial Planning & Tax Strategy

Protect your cash. Maximize your future.

Laptop displaying charts and graphs on a desk with financial documents, surrounded by business icons, Heaton Solutions LLC logo in the corner.

You don’t need to be a financial expert — that’s our job. Whether you’re starting up or scaling fast, we help you build smarter systems and keep more of what you earn.

At Heaton Solutions LLC, we help small businesses gain financial clarity, improve cash flow, and reduce tax exposure — all while setting a foundation for long-term growth. Whether you're navigating daily operations or preparing for a major investment, we provide the guidance to help you move smart.

We specialize in simplifying the complex — giving you actionable insight, clean reporting, and strategic tax-aware planning that aligns with your goals.

How We Deliver Financial Clarity

  • We helped a business visualize their income and expenses in a simple format, showing exactly where money was leaking — and implemented a plan to improve margins month over month.

  • Created a flexible budget with rolling forecasts so the owner could plan for seasonal changes, future hires, and new equipment purchases — all without fear of overspending.

  • Evaluated entity structure, deductions, and business expense categorization — ultimately reducing a client's taxable income while staying fully IRS-compliant.

  • Helped a business owner respond to an IRS audit by reviewing notices, building supporting documentation, and identifying missing records — resulting in no penalties and a reduced liability.

  • Guided an entrepreneur through the pros and cons of LLCs, S-Corps, and registered agent states (VA vs WY), ultimately reducing their tax burden while maintaining full compliance.

Contact us

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