Tax Planning & Preparation
Pay only what you owe—and nothing more—with simple, year-round tax planning.
Most business owners hear from their accountant once a year. By then, it is too late to fix anything. We plan your taxes throughout the year, so your bookkeeping, payroll, and decisions all support one goal: keeping more of what you earn.
- • Year-round planning, not last-minute filing
- • Tax-first structure for your books and payroll
- • Simple explanations, no complex tax talk
Most accountants prepare. We plan.
Traditional tax work is backward-looking. You hand over your numbers. Your accountant files the return. You learn how much you owe and hope it is not too high.
That approach leaves money on the table. Smart tax planning is proactive. It shapes your payroll, your write-offs, your retirement savings, and your business structure before the year ends—so your tax bill is the result of a thoughtful plan, not luck.
- • No more surprise tax bills at the last minute
- • No more guesswork on what you can and cannot write off
- • No more confusion about how much to set aside for taxes
What tax planning looks like in real life
- • Choosing the right way to pay yourself (salary, draws, or a mix)
- • Timing income and expenses so they work in your favor
- • Planning equipment purchases instead of buying at random
- • Using retirement, health, and benefit plans to reduce tax
- • Making sure your entity type still fits your business stage
Our tax planning system, step by step
Clear, simple, and repeatable—so you always know what comes next.
We get to know your business
We review your entity type, income streams, payroll, owners, and goals.
We clean and align your numbers
Your bookkeeping is brought up to date and mapped to a tax-smart structure.
We build your tax plan
We map out tactics you can use this year and in the future to reduce tax.
We check in during the year
We review your numbers, adjust the plan, and update your expected tax.
We file your returns
When it is time to file, everything is already organized and expected.
What is included in our Tax Planning & Preparation service
We combine planning, bookkeeping alignment, and preparation into one service. You do not have to manage separate providers or guess what is covered.
Planning & Strategy
- • Annual and mid-year tax planning sessions
- • Review of entity structure and owner compensation
- • Projection of current-year tax liability
- • Guidance on timing income and deductions
- • Recommendations for retirement and benefit plans
Preparation & Filing
- • Business tax returns (federal and state)
- • Owner and partner individual returns (if included in your plan)
- • Estimated tax payment guidance
- • Support with notices and IRS/state questions
- • Clear summary of your filed returns
Ongoing Support
- • Email and scheduled call support for tax questions
- • Check-ins during key points of the year
- • Coordination with your bookkeeping and payroll
- • Updates when tax rules change and affect you
Who this service is for
This service is designed for business owners who want to stop guessing about taxes and start using a clear, proactive plan.
A great fit if:
- • You own a service-based business and want to keep more of your profit
- • You are tired of surprise tax bills and last-minute stress
- • You want one partner handling books, taxes, and planning
- • You want clear, plain-language explanations
Not the best fit if:
- • You only want the cheapest possible tax return
- • You prefer to handle your own books and tax planning
- • You are not interested in monthly or quarterly visibility
What tax planning can change for you
Every business is different, but here are a few simple examples of what proactive tax planning can do.
Example 1
Owner paying too much in self-employment tax
We review entity type and owner pay, then adjust how the owner is paid (where appropriate) so more income is taxed at lower rates while staying compliant.
Example 2
No plan for equipment and large expenses
Instead of random purchases, we plan them out, looking at Section 179, bonus depreciation, and cash needs so they support tax and cash flow together.
Example 3
No savings plan for owners
We add retirement, health, and benefit strategies so owners can move money from tax-heavy income into tax-favored long-term plans.
Common questions about tax planning
How is tax planning different from just filing my return?
Filing looks at what already happened. Planning looks at what is coming and helps you set things up so your final bill is lower and easier to manage.
Can you work with my current bookkeeping system?
Yes. We can work with your existing system or help you transition to a cleaner setup. What matters most is that your books support your tax plan.
How often will we talk about taxes?
At a minimum, we review your plan at key points in the year. Many clients also have regular touchpoints as part of their broader accounting or advisory package.
Can you help if I am already behind or worried about past years?
Yes. We often start by cleaning up past years or handling late filings, then move you into a clean, forward-looking system so you do not end up in the same spot again.
Ready to build a simple, proactive tax plan?
If you are tired of surprise tax bills and want a clear plan you can understand, we would be happy to walk you through how our Tax Planning & Preparation service works.
Schedule Your Free Strategy CallShort call. Clear next steps. No pressure.