Open Mon-Sat, 10am-5pm

9am-9pm during tax season

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— TAX PLANNING & CONSULTING

Stop reacting
to tax season. Plan for
it.

A return only tells you what already happened. Tax planning happens before December 31st, when there's still time to change the outcome — entity structure, timing, retirement contributions, and more.

4

Planning checkpoints a year

8 yrs

In operation

100%

Virtual sessions available

ILLUSTRATIVE EXAMPLE

Filing alone vs. filing with a plan

Without a plan Higher liability

With a year-round plan Lower liability

Illustrative only — actual impact depends on your income, entity type, and timing of decisions made during the year.

Entity structure, timing & retirement strategy - reviewed year-round, not just in April.

Refer a friend, earn $50 when they enroll.

- HOW IT WORKS

Your planning calendar.

Tax planning isn't a once-a-year meeting. We check in at four points during the year, when decisions can still change your outcome.

Q1

JAN - MAR

Prior-year wrap-up

Review last year's return for missed opportunities and set this year's baseline strategy.

Q2

APR - JUN

Quarterly estimate check

Confirm estimated payments are on track and adjust for any income changes so far this year.

Q3

JUL - SEP

Mid-year projection

Run a full projection of where you'll land, with time left to still make adjustments.

Q4

OCT - DEC

Year-end moves

Execute final moves - retirement contributions, timing of income and expenses, before Dec 31.

STRATEGIES WE USE

Where the savings usually hide.

STRATEGY

BEST FOR

TYPICAL IMPACT

Entity structure review

LLCs weighing S-Corp election

Payroll tax savings

Retirement contribution timing

Self-employed & small business owners

Deferred taxable income

Income & expense timing

Businesses with flexible billing cycles

Shifted tax liability year to year

Depreciation planning

Businesses with equipment or property

Accelerated deductions

Income splitting

Family-owned businesses

Lower household tax bracket

Credits & deduction review

Every client, every year

Missed savings recovered

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- WHO THIS IS FOR

If your situation has gotten more
complex, a plan pays for itself.

Business Owners

Weighing entity structure, reinvesting profit, or planning for growth.

High-Income Earners

Facing a bigger bill each year with no strategy behind the number.

Real Estate Investors

Managing depreciation, 1031 exchanges, and rental income across properties.

Retirees & Pre-Retirees

Timing withdrawals and contributions around retirement income sources.

“To be the best, you must work with the best.” That's the standard
every strategy is held to before it's recommended.

NATIONAL TAX PREPARERS OF AMERICA

— COMMON QUESTIONS

What to know before your planning
session.

How is tax planning different from tax preparation?

Preparation reports what already happened last year. Planning happens during the year, while there's still time to change the outcome through timing, structure, and contributions.

When's the best time to start?

The best time to start is as soon as possible, ideally at the beginning of the tax year so we can strategize continuously.

Do I need to already have a business?

Not necessarily. We work with individuals, families, real estate investors, and business owners.

Is this a one-time meeting or ongoing?

We offer ongoing planning checkpoints throughout the year to ensure your strategy adapts to any changes.

Does this replace my tax return filing?

No. Planning is the strategy leading up to filing, but preparation and filing are still required to report your final position to the IRS.

GET STARTED TODAY

The best time to plan for this year's
taxes was in January. The next best
time is now.

Book a planning session and find out what's still possible to change before
your next filing.

SERVICES

Personal Tax Prep

Business Tax Filing

Tax Planning

IRS Resolution

COMPANY

FAQ

Book an Appointment

Get a Quote

CONTACT