Year-Round Tax Planning & Strategy

The best time is at least one quarter before year-end — ideally earlier. Many tax-saving moves must be executed before December 31 and can't be done retroactively. Starting in Q3 or Q4 gives us time to model options and execute. If you're planning a business exit or major asset sale, engagement 1–3 years in advance is ideal.

We review your year-to-date P&L and income, project your full-year tax position, identify any moves that should be made before the next quarter, and update your quarterly estimated payments. Meetings are 45–60 minutes via video call or in person. Between meetings, you have direct access to your CPA or EA for questions.

It varies widely, and we won't quote a figure before seeing your numbers. Owners with meaningful profit, equity compensation, or an upcoming business sale generally have the most room to plan, and savings there can run into five or six figures a year — but that depends entirely on your entity structure, income mix, and how early you start. Some clients find little worth changing. We model your specific situation and give you a written estimate during your initial planning engagement, before you commit to anything.

Yes — and ideally you engage us 1–3 years before the sale. Transaction structure (asset sale vs. stock sale), installment sales, qualified opportunity zone reinvestment, and entity restructuring all require advance planning. For most owners this is the largest single tax event of their working life, and the gap between a planned and unplanned exit can be substantial.

Tax planning is an add-on to tax preparation — you receive both. Planning clients get quarterly strategy sessions and year-round CPA access, plus their annual return preparation. We structure the engagement so planning and filing work as a single integrated service.