Business Tax Planning

(Past, Present & Future)

Proactive strategies for businesses
with real tax dollars on the line.

When your business starts producing real profit, taxes become a major line item—not just an afterthought.

Our Business Tax Planning services help you understand what you’ll owe, what you can still change this year, and how to think strategically about the next 3 years. Present and Future planning levels are best for businesses with higher taxable income and include a strategy call.

Free Discovery Call

Who This Is For

  • Business owners who want fewer tax surprises and more control
  • S-Corp, C-Corp, and Partnership/LLC owners with growing profits
  • Businesses with prior-year taxable income approaching or above $150,000

Planning Levels

1.

Past – Current-Year Tax Snapshot

1. Estimate of your current-year taxable income and projected tax liability
2. Recommended estimated tax payments

2.

Present – Year-End Tax Moves

(Includes a strategy call with a CPA)

1. Everything in the Past package
2. Specific moves to consider before year-end to reduce your tax bill
3. Priority list of recommendations with estimated tax impact
4. 30-minute strategy call with a CPA to choose and refine your action items

3.

Future – 3-Year Tax Roadmap

(Includes a strategy call with a CPA)

1. 3-year scenarios (growth, compensation, major purchases, real estate, exits, etc.)
2. Entity structure and reasonable compensation review
3. High-level strategies by year
4. 30-minute planning call with a CPA to tailor the roadmap to your goals

How it Works

15-Minute Discovery Call (Free)

Quick call to learn about your business and see if we’re a good fit.

Free Discovery Call

Business Tax Planning Intake (Online)

You complete our intake form and upload:
1. Prior-year business tax return(s)
2. Year-to-date financials
3. Notes on major changes or future plan

30-Minute Call
With a CPA

On this call we:
1. Ask: “What was your taxable income last year?”
2. Confirm: “What is different this year?”
3. Clarify your goals and constraints
4. Decide together whether Past, Present, or Future;
5. Future planning makes the most sense.

Plan Delivery
& Review

We prepare your chosen package and review it with you so you know exactly what to do and when.

PRICING

Qualification:
Present and Future packages are generally for businesses with prior-year taxable income over $150,000. If you’re below that or things haven’t changed much, we’ll often recommend starting with a Past – Current-Year Snapshot.

Current-Year
Snapshot (Past)

$350

Year-End
Moves (Present)

$700

Year-End Moves (Present)

$2000

Curious whether tax planning will
really move the needle for you?

Start by completing our Business Tax Planning intake, and we’ll follow up to schedule your discovery call.

Free Discovery Call
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