Tax Planning

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Our Tax Planning Mission:

Our goal is to legally reduce your tax responsibility to as close to $1.00 as possible. Tax Planning should be a vital part of your business strategic planning and individual budget.


Tax Planning Package Pricing

Effective 1/1/2019

  • Monthly Bookkeeping
  • Business Tax Return
  • One Personal Tax Return
  • Email Support Only
  • Must File Before 4/15 or Due Date
Get Started
  • Monthly Bookkeeping
  • Business Tax Return
  • One Personal Tax Return
  • Email or Phone Support (no office)
  • Tax Planner Pro Access
  • Extensions Available
  • Quarterly Estimated Tax Payment Calculated
  • Quarterly Tax Plan Suggestions
Get Started

Tax Planning Defined:

Tax Planning in its simplest form is estimating the amount of tax due for the current year and making your estimated payments throughout the year, either through payroll withholding, or by paying quarterly estimated taxes if you are self-employed.

The next level of tax planning involves having your tax professional suggest methods to help you possibly reduce your tax bill at the end of the year.

In its advanced form, tax planning involves estimating your tax bill, making suggestions on how to reduce the bill, guiding you through the process or putting you in touch with the right people to reduce the bill, and then acting as your accountability coach to ensure that you are following through with the suggestions that were made.

What You Can Expect:

We work with our clients to ensure that there are as few hidden surprise tax payments at the end of the year as possible.

Tax Planning not only applies to businesses. Individuals should have their payroll withholdings evaluated to ensure they are only paying their fair share of taxes.