Tax Strategy & Planning · Austin, TX · Serving business owners nationwide

Know what you’ll owe before the year ends, while there’s still time to lower it.

Most tax savings are decided months before a return is prepared. We look ahead with you throughout the year, so the choices that reduce your bill get made on time, and the amount due in the spring is one you already expected.

Four places we look for savings

  • Entity structure. We check whether the way your company is set up and taxed still fits its size and profit, and what a change would save.
  • Deductions and credits. We review what you’re spending on equipment, hiring, and development to find deductions and credits you’re entitled to and may be missing.
  • Timing. We help you decide when to make a purchase, bill a large job, or pay yourself, since the same dollars can be taxed differently depending on the year they land in.
  • Long-term plans. We factor in where the company is headed, including growth, a new location, a second entity, or an eventual sale.

After December 31, most of your options are gone.

A tax return reports what has already happened. By the time it’s being prepared, the year is closed, and there’s little left to do except pay what the numbers say. Many owners first learn about a large balance at that point, with no time left to change it.

Planning moves that conversation earlier. We look at your numbers during the year, estimate where you’ll land, and show you what can still be done. You make the decisions, and we make sure you have the facts in time to make them.

What planning looks like across a year

Early inthe year
What we do together Review last year’s results and set this year’s estimated payments, so the amounts match what you’re likely to owe.
When What we do together
Early in the yearReview last year’s results and set this year’s estimated payments, so the amounts match what you’re likely to owe.
MidyearCompare your actual numbers to the plan and adjust for any changes, such as a strong quarter or a new hire.
FallProject your full-year tax bill and lay out the moves still available before year-end.
Before December 31Carry out the decisions you’ve made, and confirm the final estimated payment.

Between those check-ins, you can call whenever a decision comes up.

Moments when a quick call can save real money

A tax plan is only as reliable as the books behind it.

A projection based on numbers three months behind is a guess. That’s why planning works best when your books are current and your software is feeding them accurately. If yours need attention first, we take care of that, then plan from figures you can trust.

Texas has no income tax, and still plenty to plan for.

Franchise tax, sales tax, and property tax all affect what a Texas company keeps, and each has its own rules and deadlines. We’ve worked with Austin owners since 2005 and plan with those in mind. After your free consultation, we are glad to meet in person anywhere in the Greater Austin area, and owners anywhere else in the country work with us by phone and video.

Austin

Questions owners ask about tax planning

As early in the year as you can, though any point before December 31 still leaves room to act. If it’s already late in the year, call now, and we’ll focus on what’s still possible.

Stop finding out what you owe after it’s too late to change it.

The first conversation is free and confidential. Tell us about your company and your year so far, and we’ll show you where planning could help.

Call or text (512) 996-5845
Austin, TX 30.27° N · 97.74° W Based in Austin, TX · Serving business owners nationwide · In-person meetings available across Greater Austin
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