Tax planning

The best time to save on taxes is before the year ends. We look ahead with you, run the numbers on your options and help you act while it still counts.

Where planning helps most

• Planning estimated tax payments to reduce the risk of underpayment penalties and unexpected balances
• S corporation owner pay and distributions
• Retirement contributions: 401(k), SEP, SIMPLE, IRA and Roth choices
• Timing income and deductions around a big year
• Selling a business, rental property, home or investments
• Life changes: marriage, divorce, a new child, an inheritance, retirement
• Choosing a business structure, or changing it as you grow

What you get

A clear picture of where you stand, the options worth considering and what each one is likely to save. Planning works best when it connects to your actual return, so we use the same file we prepare from.