Tax planning for business owners nationwide
Planning uses current income, expenses, withholding, and expected business changes to estimate tax before the filing deadline. We update the projection as facts change and show the assumptions behind each recommendation.
YOUR SERVICE AT A GLANCE
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
YOUR SERVICE AT A GLANCE
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
YOUR SERVICE AT A GLANCE
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.
Resources
Useful guides for this work.
Related
Often paired with this.
- 01
Tax preparation & filing
Federal and state tax preparation with clear review before filing.
Explore service - 03
Bookkeeping
Clean monthly books you can actually make decisions with.
Explore service - 08
Business advisory
Financial analysis and decision support grounded in current business records.
Explore service
Looking for ongoing support?
Compare our monthly service plans, with 25% off your first 12 months.
LET’S MAKE ROOM FOR WHAT’S NEXT
Let's talk about tax planning.
Bring your questions. We’ll bring a clear next step. Twenty minutes, no obligation.
Prefer a call? +1 (786) 688-7861