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.

• 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