Tax planning is the process of strategically organizing your finances and transactions in a way that minimizes your tax liability within the boundaries of the tax laws and regulations. The main goal of tax planning is to optimize your financial situation by legally reducing the amount of taxes you owe. It involves making informed decisions about income, expenses, investments, and other financial activities to achieve the most favorable tax outcomes.
$150/monthly
Quarterly estimates, adjusted for real-time financial changes.
Review of prior year tax return for mistakes or missing information.
Identification of credits and deductions to lower your tax liability.
Quarterly review with your CPA.
$250/monthly
Everything included in the Standard Plan.
Specifically designed for self-employed individuals.
Additional support for managing tax complexities for self-employment income.
$600/monthly
Everything included in the Standard Plus Plan.
Tailored for business owners.
In-depth services for managing business taxes and finances.
Reviewing financials for missing expenses.
Assistance with S Corp elections filing.
Payroll setup and filing.
Business incorporation and annual report filings.
Optional Add-On:
Real Estate Planning: $100/month per property.
Available for any plan level, providing specialized tax services for real estate investments.
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