Services
Tax planning for high earners and business owners
Tax planning means making decisions before the year ends, so your return reflects choices that lower your bill instead of just reporting what happened.
Who It's For
Who is this for?
Tax planning is for people whose income is high enough that decisions made during the year change what they owe.
- Earners paying high taxes
- LLC owners netting $80K or more
- W-2 earners with side businesses or rentals
- People with a big income change
- Anyone who got a surprise bill last April
What's Included
What's included?
Planning starts with a projection of this year's taxes and turns into a clear set of actions.
Current-year tax projection
An estimate of what you will owe if nothing changes.
Strategy map
Entity, retirement accounts, deductions and timing, in one plan.
S-Corp evaluation
Whether an election fits, plus reasonable-salary planning.
Quarterly check-ins
We update the plan as your income changes during the year.
NJ BAIT election review
Reviewing New Jersey's pass-through business tax for eligible owners.
Implementation support
Help putting each step in place, not just a report.
The Process
How does it work?
- 01
Free consultation
A short video or phone call to understand your income, your business and what is worrying you.
- 02
Your plan
We review your documents and explain, in English or Spanish, exactly what we will do and why.
- 03
We do the work
We prepare, file and follow up, and stay available all year when questions come up.
Industries
More Industries We Serve
FAQ
Common questions
What is the difference between tax preparation and tax planning?
Tax preparation reports what already happened. Tax planning happens during the year, so you can make decisions that change the result before it is final.
When should I start tax planning?
As early in the year as possible. Many strategies must be in place before December 31, and some need months to set up.
Is tax planning legal?
Yes. Tax planning uses deductions, credits, entity choices and timing that the tax code allows. We do not use aggressive or unsupported positions.
Do I need to be a business owner?
No. W-2 earners with high income, rentals, investments or a side business can also benefit from planning.
Stop finding out what you owe in April.
Book a free consultation. We'll review your situation and explain your options in English or Spanish.