Services
Tax Planning
Proactive strategies to reduce your tax liability. We meet quarterly to review your situation and adjust.
The Best Time to Reduce Your Taxes Is Before You Owe Them
Most accountants wait until April to tell you what you owe. We work with you throughout the year to make sure you are taking every legal step to minimize your tax bill — before it is too late to do anything about it.
Estimated Payment Optimization
Calculate the right quarterly payments to avoid penalties without overpaying and giving the IRS an interest-free loan.
Retirement Account Optimization
SEP IRA, Solo 401(k), SIMPLE IRA — we recommend the right vehicle and maximize your contributions to reduce taxable income.
Entity Structure Optimization
Should you be an S-Corp? A C-Corp? We model the scenarios and recommend the structure that minimizes your total tax burden.
Income Timing Strategies
Accelerate deductions, defer income, bunch charitable contributions — timing matters, and we plan it.
Deduction Maximization
Home office, vehicle, meals, travel, education, health insurance — we find every legitimate deduction you qualify for.
Capital Gains Planning
Tax-loss harvesting, long-term vs short-term holding periods, Qualified Small Business Stock (QSBS) exclusions.
Our Quarterly Review Process
Year-Start Strategy
Set goals, review entity structure, plan estimated payments for the year.
Mid-Year Check
Review income trajectory, adjust estimated payments, identify new deduction opportunities.
Pre-Year-End Planning
Retirement contributions, income timing, deduction bunching — last chance to act before December.
Year-End Execution
Execute strategies, finalize estimated payments, prepare for smooth tax filing.
Pricing
Included with monthly accounting clients
Standalone: $1,500 – $5,000/year depending on complexity
Frequently Asked Questions
Stop Overpaying. Start Planning.
Schedule a free consultation and find out how much you could save with proactive tax planning.
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