Personal Tax Planning

(Past, Present & Future)

Smart, proactive planning for your personal tax life.

Personal taxes can get complex quickly—especially with business ownership, equity, rentals, or major life changes.

Our Personal Tax Planning services help you understand your current-year bill, identify year-end moves, and think ahead over the next few years.

Who This Is For

Individuals with multiple income sources or complex returns
Business owners who want to coordinate personal and business tax strategy
People facing big changes—equity events, real estate moves, retirement, etc

Planning Levels

1. Past – Current-Year Tax Snapshot

1. Estimate of what you’ll owe this year
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
3. Prioritized action list with estimated impact
4. 30-minute strategy call with a CPA

3. Future – 3-Year Tax Roadmap

(Includes a strategy call with a CPA)

1. 3-year perspective on your income, deductions, and opportunities
2. Coordination with business, real estate, or equity events
3. 30-minute planning call with a CPA

How it Works

15-Minute Discovery Call (Free)

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

Document
Upload

You provide:
- Prior-year 990 (if available)
- Year-end financial statements
- Board list and other required details

Preparation & Review

We prepare the draft 990 and walk through it with you—especially the public-facing sections—to make sure it aligns with your story.

Filing &
Follow-Up

We e-file, provide confirmation, and send board-ready copies as needed.

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.