Tax Planning

What this covers

By the time a return is prepared, the year is closed and nothing is left to decide. Planning is the part that happens while there is still time to act.

Tax preparation is coordinated through trusted tax specialists. The tax specialist determines the required forms, filing jurisdictions, eligibility, final scope and tax-preparation fee; Sliger Bookkeeping organizes the records and coordinates the handoff.

• Entity structure reviewed as the business grows
• Reasonable compensation analysis for S-corporation owners
• Timing of equipment and vehicle purchases
• Retirement plan options for owner-operators
• Home office, vehicle and mixed-use expense treatment
• Year-end review with time left to act on it

How it works

1. A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
2. A written scope and a price. Based on your actual transaction volume and account count — not a tier.
3. Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
4. A fixed rhythm. You know what lands, and when.

Common questions about tax planning