Year-Round Tax Planning and Strategy
Tired of finding out what you owe in April, when it is too late to change it? A licensed CPA plans your taxes year-round, entity moves, retirement, deductions, and timing, so you make decisions before year-end and keep more of what you earn.
Built for People Who Want to Get Ahead of It
If any of these sound familiar, this service was built for your situation.
You only talk taxes in April
By the time you file, the year is closed and most opportunities to lower the bill are gone.
Your income is growing
A rising income or business pushes you into new brackets and new planning needs.
A big bill caught you off guard
You owed more than expected and want to get ahead of it next time.
You are weighing an S-Corp
An election or a retirement plan could save tax, but no one has mapped it for you.
You have a sale or windfall coming
Equity comp, a business sale, or a large gain deserves planning before it happens.
You want strategy, not just a return
You would rather shape the outcome than simply report it after the fact.
Plan Before Year-End, Not After
You get a licensed professional who looks ahead and builds a plan around your goals.
A plan before year-end
We meet during the year, while there is still time to act, not just at filing season.
Entity and retirement strategy
S-Corp elections, SEP-IRAs, Solo 401(k)s, and more, matched to your income and goals.
Deduction and timing strategy
We time income and deductions to your advantage and surface write-offs you may be missing.
Flat fee, quoted upfront
One fixed price after an introductory consultation. No hourly meter, and you approve the number before any work starts.
Everything Your Plan Needs
A complete, forward-looking strategy tailored to your income and goals.
Quarterly Tax Planning
For owners and higher-income households who want to stay ahead of their liability, quarterly planning reviews your numbers during the year instead of only at filing. It is offered as a recurring engagement, priced by scope and confirmed as a flat recurring fee before any work begins.
You Know the Cost Before Any Work Begins
Planning is priced by the scope of your situation and goals, confirmed as one flat fee after an introductory consultation, before any work begins. See the Fees page for how flat-fee pricing works.
From First Call to Filed, in Five Simple Steps
You always know what comes next. Here is exactly what working together looks like.
Schedule your consultation
Book a free, no pressure call. We confirm where planning can help before you commit to anything.
Receive your flat-fee quote
One clear, fixed price for the work. You approve it before anything starts.
We review your picture
We look at your income, business, and goals to find the moves worth making this year.
We build your plan
Jason maps the strategy and walks you through each decision and deadline personally.
Year-round support
We adjust as the year unfolds and coordinate the plan with your filing. Ongoing support is available when it is included in your plan or proposal.
Forward-Looking Strategy From a Licensed CPA
Licensed CPA
A credentialed professional builds and stands behind the plan, not just software output.
Proactive
We plan during the year, while moves are still possible, not after the books close.
Whole-picture view
Entity, retirement, timing, and deductions, considered together rather than in isolation.
Flat-fee transparency
A fixed price up front. No hourly meter and no surprise invoice.
Year-round access
Questions come up all year, and so do opportunities. You have direct CPA communication during your engagement.
Direct CPA access
You work with Jason throughout. Messages are generally answered within one business day.
“Jason is thorough, detail oriented, and truly cares about doing the best he can for his clients. He communicates in a timely manner, answers all questions, and helps with future tax planning.”
Tax Planning Questions, Answered
How is tax planning different from tax preparation?
When should I start planning?
Can planning really lower my taxes?
Do I need planning if my taxes are simple?
Is planning included with tax preparation?
How much does planning cost?
My business develops products or software. Did the rules for research costs change?
Other Ways Jason Can Help
Planning often connects to these services.
Stop Overpaying in April
One introductory consultation shows where planning can lower your taxes and what it will cost. No pressure, no obligation, just a clear strategy from a licensed CPA.