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Tax Planning
Year-round planning for individuals and business owners: timing income and deductions, retirement plans, entity choice, real estate, stock compensation and multi-year projections.
What is included
- Current-year tax projection before year end
- Retirement plans: Solo 401(k), SEP, defined benefit
- Owner salary and distribution strategy
- Stock options, RSUs and large capital gains
- Charitable giving and education savings
Plan before December 31
Most planning only works before the year closes or before a transaction happens. We review your numbers in the fall and give you a short list of actions with the tax saved by each.
Common questions
Is planning only for big businesses?
No. A self-employed person choosing the right retirement plan or an S election often saves more than the planning costs.
Tell us your situation. We will tell you the fee.
A few short questions, a written quote within one business day, and a free 15-minute consultation if you would rather talk it through first.