Smart Tax Strategy & Preparation for Growing Business Owners
Stop Overpaying Taxes—Start Planning Ahead
Nobody likes paying more taxes than they have to. Our remote tax strategy and preparation services help growing business owners minimize their tax burden with proactive strategies that actually make a difference—going way beyond basic compliance to find real savings opportunities.
Tired of Tax Surprises? You're Not Alone.
Reactive Tax Preparation
You only think about taxes when it's time to file, which means you've missed opportunities to save money throughout the year. By then, it's too late to make strategic moves.
Overpaying Every Year
You suspect you're paying more than you should, but you're not sure what strategies are available or how to implement them. It feels like you're leaving money on the table.
Complex Business Structure
As your business grows, your tax situation gets more complicated. You're wondering if your current entity structure is still the best choice or if there are better options.
No Strategic Guidance
Your current tax preparer just files what you give them. You want someone who proactively looks for ways to save you money and helps you plan for the future.
The Difference Between Tax Preparation and Tax Strategy
Traditional Tax Preparation
- Only looks backward at what happened
- Focuses on compliance, not optimization
- Reactive approach—too late to make changes
- One-size-fits-all strategies
- Limited communication throughout the year
Our Tax Strategy Approach
- Looks forward and plans strategically
- Focuses on minimizing your tax burden
- Proactive approach—plan throughout the year
- Customized strategies for your situation
- Regular check-ins and strategy sessions
Here's the thing: most business owners only think about taxes when it's time to file. But the best tax strategies happen throughout the year, not in March when you're scrambling to get everything together.
Our approach combines accurate tax preparation with proactive planning. We help you understand your tax situation, identify opportunities to save money, and implement strategies that actually work for your business—all delivered remotely so you can work with us from anywhere.
Our Tax Strategy & Preparation Services
Monthly Tax Service Subscription Plans
Choose the level of tax strategy and support that fits your business needs. All plans include comprehensive tax preparation and strategic guidance delivered remotely.
Essentials Package
- Tax Strategy - Essentials level
- Individual Income Tax Return (1040) preparation
- Annual tax strategy consultation call
- Annual actual tax estimates
- Tax return review via phone or video meeting
- Government notice response support
- Annual tax maintenance
One-Time Setup: Current year personalized tax plan (up to 4 strategies)
Get StartedStandard Package
- Tax Strategy - Standard level
- Individual Income Tax Return (1040) preparation
- Bi-annual tax strategy consultation calls
- Quarterly actual tax estimates
- Tax return review via phone or video meeting
- Government notice response support
- Quarterly tax maintenance
One-Time Setup: Current year personalized tax plan (up to 4 strategies)
Get StartedPremium Package
- Tax Strategy - Premium level
- Individual Income Tax Return (1040) preparation
- Quarterly tax strategy consultation calls
- Quarterly actual tax estimates
- Tax return review via phone or video meeting
- Government notice response support
- Monthly tax maintenance
One-Time Setup: Current year personalized tax plan (up to 4 strategies)
Get StartedAdditional Services:
• Personalized Tax Plans
• Business Tax Returns
• Multi-State Returns
Our Commitment:
Every subscription includes our guarantee to identify at least one tax-saving opportunity during your planning process. We're confident in our ability to add value that exceeds your investment.
Which Plan is Right for You?
Essentials Package
Perfect for individual business owners who need solid tax preparation and annual planning guidance.
Standard Package
Ideal for growing businesses that benefit from more frequent check-ins and quarterly tax maintenance.
Premium Package
Best for complex businesses requiring ongoing monthly support and quarterly strategic consultations.
Common Tax Strategies We Help Implement
Every business is different, but here are some of the strategies we commonly use to help our clients save money on taxes:
Equipment & Asset Purchases
Strategic timing of equipment purchases and maximizing depreciation benefits, including Section 179 and bonus depreciation opportunities.
Business Expense Optimization
Ensuring you're capturing all legitimate business deductions, from home office expenses to business travel and entertainment.
Retirement Plan Contributions
Maximizing tax-deductible retirement contributions through business-sponsored plans, SEP-IRAs, and Solo 401(k)s.
Income Timing Strategies
Strategic timing of income recognition and expense payments to optimize your tax situation across multiple years.
Entity Structure Optimization
Evaluating S-Corp elections, multi-entity structures, and other entity optimizations that can reduce self-employment taxes.
Family Employment Strategies
Legitimate strategies for employing family members that can shift income to lower tax brackets while providing business deductions.
Important: All strategies are implemented in full compliance with tax laws and regulations. We focus on legitimate, sustainable approaches that will stand up to scrutiny.
Our Year-Round Tax Planning Process
We don't just show up at tax time. Here's how we work with you throughout the year to minimize your taxes:
Tax Return Preparation & Review
We prepare your returns and conduct a comprehensive review of the prior year, identifying opportunities for the current year and beyond.
Mid-Year Strategy Session
We review your year-to-date performance, adjust projections, and implement strategies for the remainder of the year.
Tax Projection & Planning
We project your year-end tax situation and identify specific actions you can take in Q4 to minimize your tax burden.
Year-End Strategy Implementation
We help you implement year-end strategies, make final equipment purchases, and ensure you're positioned optimally for the upcoming tax year.
Frequently Asked Questions About Tax Strategy
Common Terms & Definitions
Tax Strategy
Proactive approach to minimizing tax liability through year-round planning, timing strategies, and legitimate deductions rather than reactive compliance-only preparation.
Estimated Tax Payments
Quarterly tax payments made throughout the year to avoid penalties and manage cash flow, calculated based on projected annual income and tax liability.
Entity Structure Optimization
Evaluating and selecting the most tax-efficient business structure (LLC, S-Corp, C-Corp) based on income level, growth plans, and tax implications.
Section 179 Deduction
Tax provision allowing businesses to deduct the full purchase price of qualifying equipment and software in the year purchased rather than depreciating over time.
Ready to Stop Overpaying Taxes?
Let's chat! Schedule a free virtual discovery call to see how our remote tax strategy and preparation services can help you minimize your tax burden and keep more of what you earn.
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