Strategic Planning

Do you feel out of control when it comes to your business taxes?

Strategic Planning for a better Tax outcome

We can look at your current and past tax returns and give you a road map for future tax planning.  We can give you options based upon your goals so that you can make the best decisions for your business to reach your goals.  We can even help you think out your 5 year plan and give you ideas to get there on track.

Strategic Planning for Businesses

What can we do for your small business?

We can help your small business figure out how much self-employment tax is owed and break it down for easy payments to the IRS.  We can also help you project your earnings into the future.  How much money would you like to earn next year?  We can show you the business activity you need to generate to support your income goals.

We can examine your expense sheet and tell you if you are leaving your business open to unwanted liabilities.  We can also teach you better ways to use expenses to your businesses benefit.

We can examine your business entity and determine if you would be better off as a different entity.  We can also project out when it would be a good time for your business to incorporate – or not. We understand all the ins and outs of the different business entities and can help you decide which is best for you and your goals.

Strategic Planning for Individuals

Why would an individual need to plan in the future for taxes?

Here is one example situation where we can help you think out your options. Say you have a rental property.  Lets make a decision about the future of the rental – do you see yourself keeping the property and eventually selling it as part of your retirement or leaving it for your children?  Another option is to sell the property and buy another property as a rental – reinvesting the gains on the original property.  All of these situations have different tax consequences and we can help you decide which is best for your goals.

We can also listen to your retirement goals and help you make good tax decisions that will allow you to reach your goals. No two paths are the same; we have the experience and knowledge to show you what your current and future choices will mean for your retirement.

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Our Strategic Planning for Businesses includes:

  • Analysis and projection
  • Plan in accordance with Retirement Goals, exchange of investment property, divestments, business entity tax planning, transfers, and more.