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Tax Planning & Preparation
Year-round tax planning and preparation to minimize your liability and help you keep more of what you earn.
What we'll need
- Most recent tax return
- Current income and withholding details
- Retirement account contribution history
- Upcoming financial events (bonus, sale of assets, business changes)
Key due dates
Q4 Estimated Tax Planning Review
November 30
Q1 Estimated Payment
April 15
Q2 Estimated Payment
June 15
Q3 Estimated Payment
September 15
Dates shown are general guidance and may shift for weekends/holidays or your specific situation.
Related guides
How a 1031 exchange works — and how it can affect your situation →
A 1031 exchange lets you sell investment or business real estate and buy more without paying tax on the gain yet. It defers the tax rather than erasing it, and it only works if the rules are followed exactly.
Capital gains: how timing and character decide the tax →
The same dollar of profit can be taxed at 0%, 15%, 20%, 25%, 28% or your ordinary rate, plus 3.8% on top — depending on what you sold, how long you held it, and what else is on your return that year.
Sole proprietor, LLC or S corporation: how the choice affects a self-employed person’s taxes →
An LLC is a legal wrapper; it doesn’t change your federal tax on its own. An S corporation election does — mainly by splitting your profit into salary and distributions — and it brings costs and rules that decide whether it’s worth it.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
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