← Services
03
Tax planning
Decisions made before December 31, not discovered in April.
Profitable businesses with choices to make: hiring, equipment, owner pay or a change of entity.
What you get
✓
A mid-year projection
✓
Entity review (is an S corp election worth it?)
✓
Retirement plan and owner-pay review
✓
Equipment and timing decisions
✓
A one-page plan with dollar amounts
What you send us
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Your plans for the next twelve months
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Any large purchases you're considering
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Questions you want answered
A projection in summer and a review meeting by October, while there's still time to act.
Questions
01
Is this the same as preparing the return?
02
What does the plan look like?
Free, before the call
Send us last year’s return.
We’ll read it before the call and tell you, free, what we’d have done differently.