Finishing your tax return

Our tax clients complete the tax return season with tax planning. Should I change my paycheck withholdings? I’m buying a house soon… is there anything I should know about the taxes?

There are so many questions! We are even certified with the state insurance board with health and life – and they all are related to tax planning.

Take a look at some of our tools, like business worksheets or personal monthly budget spreadsheet – and make your follow up tax planning appointment.

Book your Tax Planning Appointment

Using a Monthly budget spreadsheet like this helps calculate your cash flow, available funds for tax savings, and an overall view of your financial spending. Preparing this for your tax planning meeting is a must for successful strategies!


Business Tax Planning

Many self employed individuals, as well as small business owners, use business tax planning. Our services range from monthly tax planning to annual tax planning. We’ll ask for some information from you to get started :

  • What type of health insurance do you have?
  • What is your business income to date?
  • Which large purchases did you make this year for business?

New to our firm? Perfect! Be prepared to:

  • Bring a copy of your last year’s tax return
  • Bring your questions!

Annual Tax Planners

Annual tax planners contact us around August with their bookkeeping in hand. Whether this is Quickbooks or a hand written ledger, we want to see your profit, large and small business purchases, and we have tools for you to use! Download our business deduction worksheet to expedite the process. After you’ve calculated your business expenses, give us a call to set up your tax planning appointment – typically taking between 30 minutes and 1 hour.

Rental businesses can also benefit from tax planning! Are you running an Airbnb or long-term rental? Estimating income and payments is similar to small business owners – just calculate your rental expenses and call us for a tax planning appointment.