Services
Tax Planning
Most tax savings happen before December 31, not in April. Planning is where a preparer becomes an advisor.
Quick answer
Tax planning is a paid, year-round engagement: we project your current-year liability, model scenarios (entity choice, compensation, equipment purchases, retirement contributions), and give you a written action list with deadlines.
What's included
- Current-year tax projection with quarterly estimate schedule
- Entity and compensation scenario modeling
- Retirement plan strategy (SEP, solo 401(k), traditional options)
- Depreciation and purchase-timing analysis, including cost segregation referrals
- Written recommendations with dates — not vague suggestions
- A mid-year check-in to adjust before it's too late
What will your 2026 taxes actually cost?
Run federal, self-employment, and state income tax for any of the 50 states side by side — with the quarterly estimated payments that keep penalties off the table. Free and private in your browser.
Who this is for
- Business owners whose income changed meaningfully this year
- S-corp owners reviewing salary and distribution mix
- Real estate investors timing purchases, sales, or improvements
- Households with equity compensation or a one-time income event
Related services
December is when tax bills are decided.
Book a planning session while there's still time to act on the numbers.