Question 1

Year-round planning, not a once-a-year filing appointment

Accepted Answer

Strategies like retirement contributions and equipment timing only work if there's still time left in the year to act on them — we plan while that time still exists.

Question 2

Retirement contribution strategy (SEP-IRA, Solo 401(k), and similar)

Accepted Answer

A SEP-IRA and a Solo 401(k) have different contribution limits and rules depending on your entity structure — we pick the one that actually fits your numbers.

Question 3

Depreciation and Section 179 equipment planning

Accepted Answer

A big equipment purchase can offset a big income year if it's timed and elected correctly — we plan the purchase and the election together, not after the fact.

Question 4

Industry-specific deduction review

Accepted Answer

Generic tax prep misses deductions that are specific to your industry because it isn't looking for them — we know what to look for in yours.

Question 5

Income and expense timing strategy near year-end

Accepted Answer

Shifting income or expenses a few weeks earlier or later can change which tax year they land in — we plan that timing deliberately instead of by accident.

Question 6

Multi-year planning when a big income or sale event is on the horizon

Accepted Answer

A business sale or a big liquidity event doesn't just affect one tax year — we plan the years around it too, not just the year it happens.

Question 7

Coordination with your entity structure so strategies don't work against each other

Accepted Answer

A retirement strategy that assumes one entity structure and a deduction strategy that assumes another can cancel each other out — we keep them working together.

Tax Strategy & Planning

What this includes

Relevant for these industries

Related reading

Relevant IRS forms

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