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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.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
Let's talk →