TAX PLANNING & CONSULTING

Complete Tax Planning and Consulting for Small Businesses

Tax planning is the process of examining a person’s: life, business, regulatory requirements, and financial goals to create a personalized strategy to legally reduce taxes. We'll work closely with you to evaluate your situation and recommend the best approach to lower tax liability, maximize savings from allowable deductions and take advantage of available tax credits so you can focus on growing your business.

How Year-Round Tax Planning Can Benefit Small Business Owners

Proactively Reduce your Tax Bill

Small business owners have the unique advantage of having many tax planning strategies available to them, that wage earning employees (W-2) do not. These strategies can be implemented throughout the year to proactively reduce your tax bill BEFORE the year ends.

Save for Retirement, Education, and Health Expenses

There are a whole host of ways to save for retirement, education, or health expenses, many of which have significant tax benefits. Not only will these lower your tax bill, but you’ll be setting yourself up for a sound financial future.

Estate Planning

Depending on your age, there are a variety of tax strategies to help you with estate planning. Laws surrounding estate planning change from time to time so it’s important to work with a tax professional who is well versed in this area.

Tax Credits and Incentives

Every year, the state and federal tax authorities release new tax credits and incentives designed to help small businesses prosper and keep the economy thriving. We can help you and your business qualify and apply for these credits as they come available.

Business Consulting

There’s no “one size fits all” solution to running a business, so we’re happy to consult with business owners to determine the best routes for them to take while running their business. 

Tax Engagement Packages

Tax Preparation* Tax Planning* Plan to Profit Small Business Success Enterprise
Individual/business tax preparation (for current year) ✓ ✓ ✓ ✓
Deduction review & strategy planning ✓ ✓ ✓ ✓
Customized tax plan (for current year) ✓ ✓ ✓ ✓
IRS & court case references support positions ✓ ✓ ✓ ✓
Legal entity optimization ✓ ✓ ✓ ✓
Retirement options to save while minimizing taxes ✓ ✓ ✓ ✓
Insurance review to protect assets and reduce taxes ✓ ✓ ✓
Quarterly 1-on-1 review with tax planning professional ✓ ✓ ✓
Bookkeeping, Profit & Loss creation, and monthly reconciliation ✓ ✓
Payroll * ✓
Yearly revenue requirement of $1 million dollars ✓
* stand alone service * stand alone service *additional fee

If you’re unsure whether your current tax planning efforts are sufficient, feel free to give us a call at 763-325-4400. We’ll sit down with you to discuss aggressive tax planning strategies that should help you in the years ahead. We look forward to speaking with you soon.

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