Tax Consultation And Planning

Most people believe that discussions about their tax situation are reserved for March and April each year. Unfortunately, we’ve met with people in the past who’ve been surprised by a tax bill from the IRS (including interest penalties) that would have been resolved easily if we’d spoken earlier in the year.

Don’t get surprised.

Your business is operating year-round, so events happen every day that could affect your tax situation. Let us, partner, with you to help through those times. A tax planning consultation can help avoid surprises down the road.

We can help do the following:

  • Ensure you have as much tax savings as possible on your future income
  • Determine the proper business structure (sole proprietorship, partnership, corporation)
  • Determine if you are required to make quarterly estimated tax payments and set you up on a timely payment schedule
  • Analyze how specific changes might affect your business

Although total fees vary based on your situation, we can give you an idea of how long a session you need to help you plan.

Would you like to be more prepared and knowledgeable about your tax situation? Contact me today to schedule a tax planning session.