Year-round tax strategy
We review your financials quarterly and adjust your tax strategy as your income, expenses, and business goals change throughout the year.
Accounting & Tax
Tax planning is the difference between writing a cheque and keeping your money.
We work with you throughout the year to build a tax strategy that minimises your liability before the deadline arrives — not after.
Licensed advisors
500+ businesses served
Free 30-min strategy call
Starting from $997/yr
What It Is
What Tax Planning means for your business
Tax preparation is looking back. Tax planning is looking forward. Most business owners only think about taxes when it’s time to file — by then, most opportunities to reduce the bill have already closed.
Tax planning changes that. We analyse your current income, expenses, business structure, and projections to identify legal strategies that reduce your tax liability before the year ends. That means timing income and deductions correctly, choosing the right retirement strategy, structuring your business optimally, and making sure every legal tax reduction is in play.
Our tax planning clients save significantly more than our tax preparation clients alone — because the planning is where the real money is found.
What you get with Tax Planning
Entity structure optimisation
Sole proprietor, LLC, S-Corp — each has different tax implications. We make sure your structure is the most tax-efficient for your income level.
Retirement & deduction maximisation
SEP-IRA, Solo 401(k), Section 179, bonus depreciation — we identify and implement every strategy that legally reduces your bill.
How Tax Planning works
Current situation review
We analyse your prior tax returns, current income, business structure, and financial projections to establish your baseline.
Strategy development
We build a custom tax reduction plan — specific actions to take before year-end to legally minimise your liability.
Quarterly check-ins
We review your numbers each quarter, adjust estimated payments, and update the strategy based on how your year is tracking.
Year-end optimisation
Before December 31, we execute the final moves — timing income, accelerating deductions, and locking in every available saving.
FAQ
Common questions about Tax Planning
Still have questions? Talk to one of our advisors — no obligation.
Book a free call-
Ideally at the start of the year or when your business reaches $100K+ in revenue. The earlier we start, the more options we have. Mid-year is still valuable — there’s always something to do before December 31.
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Tax preparation files your return based on what happened. Tax planning changes what happens so your return is better. Planning is proactive; preparation is reactive.
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It depends on your income and situation, but most clients with $200K+ in business income save $5,000–$25,000 or more annually through proper planning. The savings typically far exceed our fee.
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Yes — and most clients have us do both. When we plan your taxes throughout the year and then prepare the return, nothing gets missed and the filing is straightforward.
Ready to Start?
Stop paying more tax than you have to.
Book a free call and we'll identify the top three tax-saving strategies available for your situation right now.
No commitment. Free 30-minute strategy call.