New Tax Planning Services!
Our tax planning packages are designed to provide the right level of support for individuals and business owners at every stage. Whether you’re simply looking to understand your current tax position, wanting proactive strategies to reduce future taxes, or preferring a fully hands-off approach where everything is handled for you, we have a plan that fits.
With clear, upfront pricing and annual one-time billing, you’ll know exactly what to expect—no surprises, just tailored strategies to help you keep more of what you earn.
Essentials
$399
A straightforward option for those who want clarity and confidence.
- One annual tax planning session
- Basic projection of current year liability
- Review common deductions & credits
- Follow-up emails for clarifications
Know where you stand. A simple projection to give you clarity on your current year’s taxes and avoid surprises.
Strategic Plan
$699
Focused on reducing your tax burden in future years through proactive strategy.
- Two annual tax planning sessions
- Multiple scenario tax projections
- Customized strategies to reduce taxes
- Unlimited follow-up communications
Plan ahead to save more. Focused on building strategies that reduce future tax bills and keep more money in your pocket.
Premier Plan
$1,499
The most comprehensive plan, including added services.
- Quarterly tax planning sessions
- Entity structure/compensation strategy
- Estimated tax payments made for you
- Personal tax preparation included
We handle it all. Comprehensive planning with your tax return included and your estimated payments made for you.
Looking to Get Ahead on Taxes?
Reach out to our team to put together a discovery call.
Tax Planning
$200
per hour
- Individual Tax Planning
- Business Tax Planning
- Succession Planning
- Roth IRA vs. Traditional IRA
- Inheritance Tax Planning
- Ongoing Tax Advisory
Pricing is based on the time spent researching and educating.
Tax Planning Services
Whether personal or business, navigating the Internal Revenue Code can be difficult. Our team can help simplify the process by creating a straightforward tax plan.
With our results-oriented approach, our expert team of accountants will help you develop a tax strategy that is customized to fit your situation and meet your needs. In many cases, prospective tax planning can save tens of thousands of dollars.
Our Packages
Our team of professionals are technology-oriented. All tax planning work is performed by a Certified Public Accountant (CPA) with expert tax knowledge. All information is transferred using our secure portal to keep your information safe.
- Tax Deduction Maximization
- Tax Liability Projection
- Charitable Donations
- Accelerated Depreciation
- Budgeting & Forecasting
- Non-Profit Tax Planning
Questions & Answers
Tax preparation is the process of filing your return based on the information made available to us.
Tax planning is the process of proactively looking ahead and making decisions based on what is likely to get us a preferable tax outcome. It is also a way of forecasting and being able to predict what taxes may be incurred in the future.
Proactive tax planning often results in a reduced tax bill for our clients. Planning ahead will also give you a better idea of how much money to prepare to pay your taxes, and what you could potentially do to defer or reduce your future tax liability.
When developing a tax plan, we consider your sources of income, whether that income has limitations placed on them that we can work around, whether we could take advantage of any deductions to reduce that income, and whether there are any tax credits available. We will generally forecast income and determine whether or not it is appropriate to defer taxes until future dates, wherein you may be subject to higher or lower tax brackets.
Yes. We assist both individuals and businesses with reducing their tax liability.
Yes. In the case of business owners, this will generally go hand-in-hand with our bookkeeping services.
Yes. Investments and capital gains are often the most ripe for tax savings with strategic decision-making. It is often difficult to claim capital losses and passive activity losses. Savvy tax planning can enable you to take advantage of these losses and defer your tax benefit for as long as possible.
Your tax basis is the amount subtracted from your gross sale of an asset to determine your gain or loss. A "step-up in basis" occurs when an asset is given a new basis that is higher than the previous basis.
This is most common with inherited assets. Upon death, assets are adjusted to fair market value and often receive a step-up in basis as a result.
Free Discovery Meeting!
We're taking on new clients!
If you’re looking for a Certified Public Accountant to provide tax preparation, bookkeeping, or payroll services, we’re here to help!
Let’s figure out if we’re a good match for one another.
Our Tax Services
More Than Just Taxes
The work of our team is not just limited to bookkeeping. We support businesses, trusts, and more with our tax preparation and tax planning services.
- Limited Liability Companies
- C-Corporations
- S-Corporations
- Landlords
- Trusts & Estates
- Sole Proprietorships
- Limited Liability Partnerships
- Not-for-Profit Organizations
Hear What Our Clients Have to Say
Our Client Testimonials
We assist clients in a wide range of industries at different stages of their lives and businesses. Below are some of the clients our practice continues to support to this day.
It's reassuring to have such reliable and personable professionals handling my financial matters.
