Tax Planning Services for Individuals and Small Business Owners

Proactive strategies to reduce your tax liability, maximize deductions, and keep more of what you earn.

Why Tax Planning Matters

Most people only think about taxes once a year — at filing time. But by then, it’s often too late to make meaningful changes. Proactive tax planning throughout the year helps reduce your tax liability, optimize deductions and credits, improve cash flow, and avoid year-end surprises.

  • Lower your tax bill Use credits, deductions, and smart timing strategies.
  • Stay ahead of deadlines Avoid penalties with accurate estimated payments.
  • Maximize business growth Reinvest tax savings into your company.
  • Gain peace of mind No more stress about unexpected tax bills.

What’s Included in Our Tax Planning Services

Our tax planning services go beyond basic tax prep. We create a customized strategy to help you save money, stay compliant, and plan ahead with confidence.

  • Personalized Tax Projection See your expected tax liability before filing season.
  • Estimated Tax Payment Schedule Clear quarterly targets to avoid penalties and surprises.
  • Deductions & Credits Review Identify and substantiate savings opportunities year‑round.
  • Entity & Structure Evaluation Ensure your LLC, S‑Corp, or C‑Corp is set up tax‑efficiently.
  • Retirement & Investment Planning Optimize 401(k), IRA, and other contribution strategies.
  • Personal Tax Return Preparation Included with the Ongoing Tax Strategy plan.
  • Year‑End Planning Strategies Time income and expenses to minimize your total tax.
  • Quarterly Check‑ins (optional) Adjust your plan as income or circumstances change.
Strategic planning that drives measurable savings.

Simple, Transparent Pricing

Choose the option that fits your needs — whether you want a one-time projection or year-round guidance.

One-Time Tax Plan

Perfect if you want a comprehensive projection and action plan for this year.

$1,200 flat fee
  • Personalized tax projection
  • Estimated quarterly payment schedule
  • Deductions & credits review
  • Written recommendations & action plan
  • One follow-up call
Most Popular

Ongoing Tax Strategy

Year-round guidance with proactive updates and quarterly check-ins.

$300 /mo  or  $3,000/yr
  • Everything in the One-Time Plan
  • Quarterly check-ins
  • Entity & structure evaluation
  • Year-end planning strategies
  • Retirement contribution optimization
  • Priority access for questions year-round
  • Includes your personal tax return

FAQS

Here are some of the most common questions we get about tax planning, so you know exactly what to expect before getting started.

  • Tax preparation is about filing an accurate return. Tax planning is proactive — it helps reduce your tax bill before filing season.

  • The earlier, the better. But even mid-year or late-year planning can unlock meaningful savings.

  • That’s why we include quarterly check-ins with the ongoing plan. We update your projections and strategies as life happens.

  • No. Tax planning can also benefit high-income individuals and families — especially with retirement contributions, timing of income, and deductions.

  • Yes — if you’re a business owner, our tax planning services are generally deductible as a business expense.

  • The One-Time Plan does not. The Ongoing Plan includes preparation of your personal tax return, so you get both the strategy and the filing.

  • Yes, if you start with a one-time plan, you can upgrade to ongoing anytime and apply what you’ve already invested.

Ready to reduce your tax bill?

Schedule a consultation and discover how much you could save this year.