Quarterly estimates · Year-end review
Tax planning
Filing looks backward. Planning looks ahead: the timing, structure, and deductions that decide how much you keep next year.
What's included
- Quarterly estimated tax calculations and reminders
- Mid-year and year-end projections
- Entity and compensation strategy for business owners
- Retirement and health account contributions that lower taxable income
- Timing of large purchases, sales, and income
- A written plan you can act on
Who it's for
- Self-employed people surprised by a big bill
- Business owners whose profit is growing
- Families with a major change: new job, new baby, new home, new business
- Anyone paying estimated taxes by guesswork
What we'll need from you
- Your latest return
- Year-to-date income and expenses
- Any upcoming changes you already know about
Questions
Before you ask.
The three questions we hear most about this service.
Ideally before the year ends, since most strategies have to be in place by December 31. The second-best time is now.
Related
Often paired with this.
P&L · Balance sheet · Reconciliations
Bookkeeping
Clean monthly books you can actually make decisions with.
Learn moreForm 941 · 940 · W-2 · 1099-NEC
Payroll
Employees paid on time, payroll taxes filed, no penalties.
Learn moreCertificate of Formation · EIN · Operating agreement
LLC formation
From idea to registered business, with the right structure from day one.
Learn more
Free consultation
Let's talk about tax planning.
Twenty minutes, no obligation. Bring your questions, your last return, or nothing at all.
Or call +1 (786) 688-7861