Tax Planning
Decisions made before the year closes
Proactive tax strategy for individuals and businesses. Filing reports on the past; planning changes the outcome while the year is still open.
What's included
Entity structure
Whether your current structure still fits your income, ownership and plans.
Estimated taxes
Quarterly projections calibrated to actual results, not last year's numbers.
Compensation planning
Salary versus distributions, benefits and the payroll cost of each choice.
S-Corporation planning
When the election makes sense, what it costs to maintain and when to unwind it.
Business deductions
Documentation standards, accountable plans and deductions worth substantiating.
Retirement strategies
Solo 401(k), SEP and defined-benefit options sized to your cash flow.
Who this is for
- Owners whose profit grew faster than their planning
- Anyone facing an unusual year: a sale, a windfall, a relocation
- Households with income in more than one country
- Businesses considering an entity change