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Tax Planning

Plan ahead for taxes.
Keep your cash flow in view.

Proactive tax planning for business owners who want to understand upcoming obligations and build them into a practical financial plan.

Let’s talk about your business ↗
Think beyond filing season

Make tax planning part of running your business.

A tax return looks back. Planning creates a chance to review your situation while there is still time to consider decisions and prepare.

I help you connect business income, expected tax obligations, and your Profit First tax allocation. Your plan should reflect your circumstances and change as those circumstances change.

  • Review your expected income and tax picture.
  • Discuss estimated payments and upcoming obligations.
  • Assess whether tax account allocations remain appropriate.
  • Coordinate with your tax accountant on relevant planning decisions.
Working alongside your tax accountant

One clearer financial picture.

Keep the professional you trust.

You can keep your current tax accountant. I can collaborate with them so your cash flow plan reflects the tax information and planning decisions relevant to your business.

We’ll agree on the scope of my role and the information needed for planning.

An ongoing conversation

Prepare. Review. Adjust.

01

Gather the picture.

Review relevant tax returns, business financials, and information about expected income and changes.

02

Discuss your plan.

Consider applicable planning opportunities, estimated obligations, and coordination with your tax professional.

03

Keep it current.

Revisit the plan when income, expenses, or personal circumstances change, and update your cash flow approach as needed.

A little more clarity

Your questions, answered.

Does putting money in a tax account tell me how much tax I owe?

No. A tax allocation sets cash aside. Estimates of your liability depend on your overall tax situation and should inform how much you reserve.

Can you guarantee I won’t owe additional tax?

No. Planning uses the information and assumptions available at the time. Keeping your financial information current helps us review and adjust the plan.

Can I work with you and my own tax accountant?

Yes. Collaboration with your existing tax accountant can be part of the planning process.

Your next step

Let’s bring more clarity to your business.

Tell me about your goals, your cash flow, and the support you’re looking for.

Let’s get started