Tax Planning

Know what’s coming. Make better decisions. Pay less tax.

Tax planning isn’t just for people with portfolios and private jets.
It’s for real business owners—like you—who want to keep more of what they earn and stop letting taxes catch them off guard.

We map out your income, estimate what you’ll owe, and help you make smarter decisions before the year ends—not while you’re elbows-deep in harvest, a build, or client work.

If you’ve ever said “Why didn’t someone tell me that sooner?” this is what you needed.

What’s Included:

✅ Reviews of income, deductions, and entity status
✅ A review and clean-up of your books throughout the year
✅ Discussions around health insurance, retirement plans, and other tax necessities and strategies
✅ Estimated federal and state taxes (not guesses—real numbers)
✅ Custom strategies: purchases, payroll, S Corp planning
✅ Estimated payment plan so nothing hits you by surprise
✅ Documentation for your records and decision support

When You Can Meet With Us:

We offer three planning options based on how proactive you want to be:

  • Quarterly Planning – For businesses growing fast, facing volatility, or making lots of decisions. Stay dialed in all year.

  • Twice a Year – Mid-year and again in the fall, before year-end decisions lock in. This is our sweet spot for most clients.

  • Year-End Only – A single session to project your tax liability. We’ll give you your numbers and a rough plan, but let’s be honest—it’s too late for big changes. This is a projection, not a strategy. But we offer it anyway, because late is better than never.

Real planning happens during the year. Waiting until December means you’re stuck with what already happened.

Who This Is For:

  • Business owners earning $50K+ in profit

  • Anyone who's ever had an unexpected tax bill

  • New S Corps or those thinking about the switch

  • Farmers, contractors, and service providers with seasonal income

  • People who want to make smarter decisions without the panic

You can’t avoid taxes. But you can plan for them.

Add-On Services Available:

  • Bookkeeping – Monthly QuickBooks accounting

  • Entity Formation – LLC setup, S Corp election, and strategic structure guidance

  • Business Coaching – Pricing, offers, team planning, systems, and strategic decision-making

  • Tax Prep & Compliance – tax returns and other filings to keep your business in good standing

  • Tech Consulting – Software, automation, and systems tailored to your workflow. Especially for service providers and tax and accounting firms using Canopy

We don’t just do the paperwork. We keep you ready—month after month, year after year.