Overview
Tax preparation records what already happened; tax planning changes what happens next. We meet with you during the year to model decisions before you make them, from entity selection and compensation to retirement contributions, equipment purchases and the timing of income.
Who it's for
- Business owners with growing or uneven profits
- High-income professionals and W-2 earners with equity compensation
- Real estate investors and landlords
- Families planning for education, retirement or a business sale
- Anyone facing a major life or business change
What's included
- Mid-year and year-end tax projections
- Entity selection and S corporation reasonable-compensation analysis
- Retirement plan strategies (Solo 401(k), SEP, cash balance plans)
- Depreciation and cost-segregation strategy
- Charitable giving, gifting and estate coordination
- Multi-state and Texas franchise tax planning
Our process
Consult
We learn your situation and goals.
Engage
A clear, fixed-fee engagement letter.
Execute
Secure exchange through your dashboard.
Review
We walk you through the results.
Frequently asked questions
How is planning different from preparation?
Planning happens before year-end, when you can still act. We project your liability, identify strategies and quantify the savings so you can decide with real numbers.
How often do we meet?
Most clients meet with us two to four times a year, typically at mid-year, in the fourth quarter and after filing.
Is planning worth the fee?
We'll tell you up front. During the consultation we estimate potential savings so you can judge the value before you commit.