Who this is for
Small business owners and entrepreneurs in Gilbert and the Phoenix metro area, plus clients in other states who work with us remotely.
What to bring
- Your year-to-date profit and loss statement
- Last year's tax return
- Estimated tax payments made so far this year
- Anything big you are planning, such as a major purchase, a new hire, or a change in entity structure
How it works
- Book a free consultation to talk through what you want to plan for
- Send your year-to-date numbers and last year's return
- We meet for a planning session built around your actual numbers
- You leave with a clear picture of your options and what to do next
Common questions
How much does tax planning cost?
Tax Planning & Strategy is $125 per hour per session.
When is the best time to do tax planning?
Planning is most useful before the year ends, while there is still time to act on what you learn.
Is tax planning different from tax preparation?
Yes. Tax preparation reports what already happened and files your return. Tax planning looks ahead so you can make decisions with the tax effect in view.