The best tax strategy starts before the year is over.
Proactive Tax Strategy is a year-round planning relationship. The work happens while the decisions are still yours to make.
Maximum savings, minimum surprises.
Every business is different, and tax planning is no exception. We build the strategy around your model rather than around a checklist, so the savings we go after are the ones actually available to you.
Here is how we help
Tax preparation
Tax strategy
The savings usually cover more than the tax work.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
The planning year, quarter by quarter.
Set the baseline
Prior year closed, entity and comp structure reviewed, targets set.
Model the year
Projected position against plan, with the levers still open.
Decide and act
Timing, structure and contribution decisions made while they count.
Close with no surprises
Final moves before December 31, and a number you already knew.
Tax outcomes depend on your specific facts and applicable law. Every strategy is reviewed with you before it is implemented.
Common questions.
Is this different from having my return prepared?
Yes. Preparation reports a finished year. Strategy is the work done during the year, while the decisions that drive the number are still yours to make.
When is the right time to start?
Earlier is always better, but there is rarely a point in the year where nothing can be improved. The review tells you honestly what is still open.
Do I need to move my bookkeeping to you?
Strategy depends on current, reliable numbers. If the books need work first, we usually start at Foundation.