When should tax planning happen?

Before December 31, and ideally by mid-year for larger decisions. After year end, most options are gone.

Is planning worth it for a small business?

Often, once profit is consistent. A single decision like an S-corp election or the timing of a large purchase can outweigh the cost.

Do I need planning if you already do my books?

The books tell us what happened. Planning uses them to decide what happens next.

Services

Tax planning and strategy

Decisions made during the year, while they can still change the outcome: entity structure, owner compensation, timing of income and purchases, retirement contributions and accounting method. Planning built from your actual books, not last year’s return.

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What is included

Year-end projections

Where the year is heading and what the tax will be if nothing changes.

Entity and S-corp analysis

Whether a different structure saves more than it costs, with the numbers shown.

Owner compensation

Salary and distribution mix set to a defensible level.

Timing and purchases

When to buy equipment, bill customers or pay expenses, and what each choice does to the return.

Retirement plans

Plan options compared on contribution limits and cost.

How it works

Review year-to-date books and last year’s return
Project the year
Model the options that apply to you
Agree on what to do before year end
Follow up once the year closes

Common for

Construction & trades Service businesses Aviation & private pilots Startups All industries →

Common questions

When should tax planning happen?: Before December 31, and ideally by mid-year for larger decisions. After year end, most options are gone.
Is planning worth it for a small business?: Often, once profit is consistent. A single decision like an S-corp election or the timing of a large purchase can outweigh the cost.
Do I need planning if you already do my books?: The books tell us what happened. Planning uses them to decide what happens next.

Other services

Individual tax preparation Business tax preparation Accounting CFO services Tax