Tax Planning & Estimated Taxes
Year-round guidance to avoid surprises and minimize liability.
Who This Is For
- High-income earners
- Business owners
- Investors experiencing large capital gains
Common Situations I Handle
- Projecting taxes after a major stock sale
- Setting up quarterly estimated payments
- Retirement contribution planning
What To Bring
- Last year's return
- Current year-to-date pay stubs or P&L;
- Information on expected abnormal income
My Process
- We schedule a planning meeting (late summer or fall).
- You provide YTD income data.
- I project your end-of-year tax liability.
- We implement strategies before December 31st to minimize the blow.
Timing Expectations
Planning is an ongoing service. We typically meet 1-3 times a year.
Frequently Asked Questions
Is planning included with my tax return?
Preparation looks backward at what happened. Planning looks forward. They are separate engagements.