Tax
Tax Planning
What's included
- A review of last year's return to find missed savings
- Mid-year and year-end tax projections
- Entity structure review, including whether an S corporation election makes sense
- Retirement contribution planning (401(k), SEP-IRA, Solo 401(k), HSA)
- Timing of income, deductions, equipment purchases, and stock sales
- A written summary of recommendations and next steps
Planning beats preparing
Tax preparation reports what already happened. Tax planning changes what happens next. Most of the best opportunities to lower your tax bill, such as retirement contributions, the timing of a stock sale, or how you pay yourself from your business, have to be acted on before December 31.
How it works
We start with your most recent return and a look at this year's income. Then we project your tax, show you where the savings are, and give you a short written plan with what to do and when. As the year goes on, we check in and update the numbers so there are no surprises when it's time to file.
Planning pairs well with our quarterly estimated tax service, so what you pay during the year matches the plan.
Need a CPA's sign-off for a lender, investor, or complex transaction? We coordinate with our partner CPA firms.
Let's talk about your taxes and books
Book a free 30-minute call. We'll learn what you need and give you a clear quote. No obligation.