Stop Overpaying Taxes.
Start Protecting Your Wealth.
Expert tax and legal advisory for business owners and individuals who refuse to leave money on the
table or assets unprotected.
Most Americans overpay $50,000 - $200,000 in taxes every year not because they have to, but because their CPA focuses on compliance instead of strategy. Meanwhile, their attorney drafts documents without considering tax implications.
At Heaney Associates & Co, we do both. We combine aggressive tax planning with bulletproof legal structuring so you keep more of what you earn and protect everything you've built.
Whether you're a business owner, entrepreneur, or high earning W-2 employee, we have strategies your current advisors are missing.
What We Do
Comprehensive Tax & Legal
Solutions That Work Together
Pillar 1
Strategic Tax Planning & Advisory
Proactive Individual & Business Tax Returns
Tax Strategy that Saves 5x -10x our Advisory Fee
Year Round Guidance with 24/7 Portal Access
Advanced Deductions that Most CPA's Over Look
Custom Tax Roadmap Aligned with Your Goals
Monthly Planning Sessions to Optimize Financials
Seamless Accounting Integration for Fail-Proof Book Keeping
IRS Transcripts on Alert with Our Team for Compliance Monitoring and Representation
Pillar 2
Business Structuring & Corporate Governance
Entity Formation Services with S-Corp Election for Maximum Tax-Efficiency
Multi-Entity Structures that Separate Liability and Fully Protect Assets
Corporate Governance Frameworks that Shield and Protect Wealth
Strategic Business Positioning for Growth and Exit Planning
Compliance Systems that Prevent Costly Legal and Tax Mistakes
Board and Family Office Setup for High Net-Worth Clientele
Pillar 3
Legal Advisory & Asset Protection
Domestic Asset Protection Strategies that Minimize Risk
Estate Planning that Preserves Wealth Across Generations
Trusts, Wills, Advanced Directives Custom to Your Situation
Contract Drafting and Review to Eliminate Hidden Risks
Legal Structuring that Works Seamlessly with Your Tax Strategy
Retirement Account Coordination with Estate Documents
We eliminate all gaps. Every strategy we design maximizes tax savings while building legal
protection. Every structure we create minimizes liability while optimizing your tax position.
Our Mission
Save Every American as Much Money as Possible. Protect Them with the Right Structure.
We exist to close the gap between what Americans pay in taxes and what they legally owe. And we ensure every dollar saved is protected from lawsuits, creditors, and unnecessary risk.
Tax savings without asset protection is incomplete.
Legal protection without tax strategy is expensive.
We deliver both seamlessly integrated, aggressively executed, and fully compliant.
Why Heaney Associates & Co.
The Only Firm That Delivers
Tax Savings AND Legal Protection
Dual Expertise Tax +
Legal Strategies
Most firms specialize in one. We integrate both no gaps, no conflicts, just results.
Aggressive Strategy, Full Compliance
Every strategy backed by IRS code, Treasury regulations, and case law.
If the IRS has questions, we handle it.
Proactive, Year Round
Advisory
Quarterly Planning + Ongoing Monitoring + Real Time Adjustments based on tax law changes.
Colin J. Heaney
CFEI®, MSCTA, CTRC
ATTORNEY AT LAW
Colin Heaney is the Managing Partner of Heaney Associates & Co. with 7 years of consulting experience and advanced credentials in tax strategy and financial forensics and planning. He helps business owners and high earners save six figures annually while protecting their wealth.
He brings institutional credibility, boutique level service, and custom strategic plans not templates or junior staff.
His mission: Save you as much as possible and protect everything you’ve built.
WHO WE SERVE
Here’s How We Help
We specialize in serving three types of clients who are
serious about keeping more of what they earn.
We specialize in serving three types of clients who are serious about keeping more of what they earn.
Business Owners & Entrepreneurs
We help you restructure entities, maximize deductions, implement advanced depreciation, and protect assets.
High Earning W-2
Employees ($150k+)
Side LLC setup, retirement optimization, HSA strategies, and deduction unlocking.
Most W-2 clients save $25k,$75k/year.
Real Estate Investors & Professionals
Cost segregation, STR strategies, 1031 exchanges, and liability-proof structures.
And guess what? You don’t have to be a financial whiz to do it.
We’ve got the tools, the know how, and the patience to walk you through it step by step.
Real Clients. Real Savings. Real Protection.
Heaney Associates & Co. reduced my tax liability by $85,000 using short-term rental loopholes and cost segregation.
We strategically deducted and shifted $127,000 in our first year through entity restructuring and advanced depreciation strategies.
Saved $45,000 annually by launching a management LLC and optimizing retirement contributions through Mega Backdoor Roth and HSA strategies.
Protected $2.3M in assets through multi-entity structure and privacy planning.
Reduced taxable income by $38,000 through strategic retirement planning and business expense optimization.
Saved $62,000 in first year through S-Corp restructuring + advanced deduction strategy.
Frequently Asked Questions
Here are answers to the most common questions we receive from business owners,
entrepreneurs, and high earners looking to optimize their tax position and protect their assets
What makes Heaney Associates different from my current CPA or attorney?
Most CPAs focus solely on compliance—filing your return and hoping for the best. Most attorneys focus only on legal documents without considering tax implications. We integrate both disciplines to deliver comprehensive strategies that maximize tax savings while building legal protection. Our clients typically save $50,000–$200,000 annually through strategies their previous advisors never mentioned
I'm a W-2 employee. Can you really help me save on taxes?
Absolutely. High-earning W-2 employees have more tax optimization opportunities than most people realize. We help you launch strategic side businesses to unlock deductions, maximize retirement contributions through Backdoor and Mega Backdoor Roth conversions, optimize HSA strategies, and structure income to minimize your tax burden. Typical W-2 clients save $25,000–$75,000 annually.
How much can I realistically save in taxes?
Typical clients save significantly more than our annual advisory fee—often 5x–10x the investment. For example, clients in our comprehensive advisory programs typically save $13,000–$250,000 in their first year through advanced depreciation strategies, entity restructuring, self-directed retirement planning, and deductions most advisors miss. During your free strategy call, we'll analyze your specific situation and provide exact savings projections.
What services do you provide?
We provide comprehensive tax and legal advisory including: Individual and business tax returns, strategic tax planning for W-2 employees and business owners, IRS representation, LLC and corporate structuring, S-Corp elections, corporate governance, business advisory, asset protection strategies, contract drafting and review, and legal structuring. We handle everything from formation to ongoing compliance and optimization.
Do you work with clients nationwide?
Yes. We serve business owners, entrepreneurs, and high-earning W-2 employees across all 50 states. Our services are delivered virtually through secure video consultations, with full document management and communication systems. Whether you're in e-commerce, real estate, professional services, tech, finance, or any other industry, we can help you save money and protect your assets regardless of location.
What is your fee structure?
We offer a free initial strategy call to assess your situation and provide preliminary savings projections. If we're a good fit, our comprehensive advisory engagements range from $3,500–$25,000 annually depending on complexity. Every engagement includes year-round access, quarterly strategy sessions, tax return preparation, and IRS representation.
How quickly will I see results?
Most clients see immediate tax savings within 30–90 days of implementation. Strategies like entity restructuring, retirement plan optimization, and expense categorization can be executed quickly. Longer-term strategies like cost segregation studies and multi-year tax planning compound savings over time. We provide a detailed timeline during your strategy call.
What if the IRS audits me?
Most clients see immediate tax savings within 30–90 days of implementation. Strategies like entity restructuring, retirement plan optimization, and expense categorization can be executed quickly. Longer-term strategies like cost segregation studies and multi-year tax planning compound savings over time. We provide a detailed timeline during your strategy call.
Ready to Stop Overpaying Taxes and Start Protecting Your Wealth?
Book a free strategy call to see exactly how much you could be saving and what protections you’re missing. No obligation. No sales pitch. Just actionable insights.
904-756-9540
Nationwide
