Tax Season
What Does a Tax Planner Do?
Ultimately, tax planners help you save money. They’re accountants (or CPAs) who prepare clients for tax season. A tax planner works with their clients year-round to ensure they’re golden when tax season comes.
Tax planners can do many different things depending on your circumstances and finances. However, their main goals are to:
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The exact services involved with tax planning can vary depending on your needs. However, there are a few constants:
As your tax planner, we help you with annual forecasting. This involves predicting income, sales, and expenses based on historical data. While this is mostly used for small business owners, it’s also beneficial for individuals who might have income from freelancing or independent contractor work.
You can forecast all you want, but things don’t always go according to plan. That’s why it’s important to check in throughout the year to ensure you’re on the right path financially. We like to check in halfway through the year, see how you’re doing, and adjust your tax planning strategy as needed.
One of our biggest goals with tax planning is to maximize your return. Maybe there are expenses you can write off this year that didn’t apply the previous year or maybe certain tax laws changed that can help put more money back into your pocket.
We’re proud to offer tax planning as one of our financial services. If you’re also in need of general accounting, bookkeeping, tax resolution, or financial planning, we can help with that, too!
Tax Planning Services for Individuals
- We offer tax planning services for individuals to help them save as much money as possible.You don’t need to have a specific income or robust investment portfolio to benefit from tax planning — any individual can reap the benefits of a financially-sound, annual tax plan.
- For example, are you positive you’re using the proper deduction strategy? What about whether or not your job is withholding the correct amount of taxes from your paychecks? Or how you’ll be affected if you took money out of a retirement investment account early?
A tax planner can help with all of the above questions and more.
Tax Planning Services for Businesses
While it’s important for everyone to plan for tax season, it’s especially important for business owners.Rather than deal with the sticker shock of a huge tax bill all at once, we can develop a plan for you to make payments throughout the year. This ensures you’re on the right track throughout the year and can meet your goals.
Are You Looking for Tax Planning Services?
The team here at SBA Accounting & Tax Solutions has delivered exceptional tax planning services for the last 30 years. Our mission is to lead small business owners to success by meeting their business and personal goals.Are you ready to plan for the future? And get ahead of tax season? Our team of finance and business experts is ready to help.
Get in touch for any kind of help and informations
Please Contact us via the details below, or enter your request, we’ll be happy to help you.