our services
tax planning
Most accountants just report what happened last year. We’re looking ahead for opportunities.
Tax planning is the exciting stuff for us. We’ll help you manage quarterly estimates, prepare a year-end tax projection so you know what to expect, and identify strategies you can leverage to lower your tax bill.
No more cash flow crunch, expensive penalties, or surprises at tax time.
how we work
Our tax planning program has two main goals:
Finding creative strategies to lower your tax bill (legally!)
Ensuring you have no surprises at tax time (i.e. no big bills or tax penalties)
We’re updating you each quarter on what estimates to pay, how to pay them, and tracking these payments on your behalf.
In our year-end planning session we’ll prepare a full projection of your tax liability, and identify strategies to save you money. We also provide practical guidance and support during the year, so you always have a partner on your side.
call for a quote
Pricing varies based on complexity
18
150+
years serving clients
collective years of experience
$45,000
average 3 year tax savings with our advisory packages
20,000+
tax returns filed
what our clients say
Brooklyn Dog Training
“We’re so grateful to have Brian and his team ”
We are a husband and wife with a small business, and as it has grown we realized the need for a good accountant to keep our books and to help guide us through how to structure our business and other tax-related matters.
It was quite overwhelming to us, and we had a couple less-than-positive experiences with other accountants. Once we found Brian, it was such a weight off our shoulders to know that we were confident in the people doing our accounting and bookkeeping.