Tax Planning

Gain good tax advice that is paired with your business' scaling strategies.

Expert strategy for your small business tax plan

Customized tax planning

Every business has its unique challenges and goals, which is why we provide customized tax planning solutions tailored to your specific needs and circumstances. Whether your tax plan needs to take into consideration your plans for retirement or preparation for an acquisition, we’re here to provide guidance and support.

A comprehensive approach to taxes, profitability & your future

Taxes and profitability can have a complex, ‘seesaw’ relationship. When creating a tax plan strategy, it’s important to have an approach that balances both taxes and profitability. Our team specializes in both tax and profitability for small businesses, and we collaborate to provide a comprehensive tax plan that makes sense for your business’s current stage while also considering your business’s goals and personal future as a business owner.

Please note that we do not handle tax planning for startups receiving outside capital funding.

Taxes vs. profitability "seesaw"

There is a seesaw between taxes and profitability. The tax accountant never agrees with the profitability accountant. We merge the two so our clients get the best of both worlds.

We're a little different

We work with businesses that have goals

Effective tax planning requires a customized approach that addresses your goals and tax situation. We need to understand the direction and the goals you are aiming to achieve to accurately estimate the cost of our services and be able to provide you with the guidance you need to succeed in your tax planning.

We use everyday language

We believe in clear communication and avoid technical jargon when it comes to tax planning. We explain taxes in plain language, so our clients can fully understand their options and make informed decisions. Our goal is to make tax planning a stress-free experience and empower you to make great decisions for your business’s future.