Review of filed returns
Start with the Diagnostic review of your three most recently filed personal returns and relevant business and state returns. Identify items that need clarification before relying on a projection.
A Tax Plan is a one-time engagement combining a filed-return review with current- and next-year tax analysis and a written tax action plan for your business and personal decisions.
No asset minimum. No investment transfer required.
A one-time Tax Plan connects what you have filed with the decisions still ahead. The analysis focuses on the items relevant to your business and personal circumstances.
Start with the Diagnostic review of your three most recently filed personal returns and relevant business and state returns. Identify items that need clarification before relying on a projection.
Evaluate how your existing business structure and relevant tax elections affect the options available to you. Identify questions to coordinate with your CPA and attorney.
Compare how compensation and distributions affect projected taxes and the income available to your household. Understand the assumptions behind the comparison.
Evaluate contribution opportunities alongside owner pay and business cash needs, so a tax decision does not overlook the money you need elsewhere.
Estimate your current and next tax year, then consider estimated payments and withholding. See how changes in income or planned actions could affect the amount to set aside.
Receive prioritized recommendations that connect the analysis to decisions, follow-up questions and work to coordinate with your other professionals.
Suppose business income has increased. You’re weighing owner pay, a retirement contribution and keeping cash available in the company.
Hypothetical illustration, not a client result or a recommendation for your circumstances.
Investment management
Compare projected tax consequences rather than treating the distribution or paycheck as an isolated decision.
Investment management
Evaluate the contribution alongside the business and household cash that cannot be committed.
Investment management
Use the projection to inform estimated payments instead of assuming last year’s tax bill will repeat.
The value is a clearer comparison of your options and a written direction for the work ahead.
An informed comparison
Understand the assumptions and estimated consequences behind the recommendation, including where more information could change the answer.
An order of priorities
Distinguish decisions that need attention from ideas that can wait or need specialist analysis.
A basis for coordination
Bring the tax action plan into discussions with your CPA and other professionals. If the decision also needs a broader household analysis, consider the Tax + Financial Plan.
Business owners with a defined tax-planning need: a change in income, compensation choices, retirement contributions or another decision that calls for a forward-looking comparison.
Use a complimentary 20-minute introduction to discuss your needs and whether we’re a fit. No documents needed.