Tax Planning

Year-Round Tax Planning That Lowers What You Owe

Most tax savings have to be set up before December 31. We review your numbers through the year, plan your estimated payments and make the entity and timing decisions that keep more money in your business.

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Call (432) 249-3597

Your plan covers

Quarterly estimated tax payments

Entity structure and S corp elections

Deduction and write-off strategy

Timing of large purchases and income

Planning works best alongside monthly bookkeeping, so it starts from real numbers.

What's Included

Strategy Before the Year Closes

Tax preparation reports what happened. Tax planning changes what happens, while there is still time to act on it.

Quarterly Estimates

Estimated payments calculated from your real numbers, so you are not overpaying or facing a penalty in April.

Entity Structure

A review of whether your sole proprietorship, LLC, S corp or C corp setup still fits what you earn.

S Corp Elections

When an election makes sense, we handle the filing and help set a reasonable owner salary.

Deduction Strategy

Vehicles, equipment, home office and retirement contributions planned on purpose instead of found by accident.

Year-End Review

A review before December to decide on purchases, bonuses and timing while they still count.

Carried Into Your Return

The plan feeds straight into tax preparation, so nothing gets lost between the two.

Pricing

Advantage at $995/month includes quarterly tax estimates and a quarterly tax-planning meeting. Consultations are also available at $250/hour.

See Pricing

How It Works

A Plan That Follows You Through the Year

Review

We look at last year’s return and where this year’s books stand.

Written Plan

Estimated payments and the moves worth making, in writing.

Quarterly Check-Ins

Reviews as the year goes on and your numbers change.

Year End

Final adjustments before December 31, then straight into your return.

Is This You?

Signs You’re Overpaying

Most business owners overpay because nobody planned ahead, not because the rules are unfair.

If any of these sound familiar, a plan will likely save more than it costs.

Talk to Us

A large tax bill every AprilNever made estimated paymentsIncome jumped this yearStill a sole proprietor at high incomeUnsure if an S corp makes senseA big equipment purchase coming

Where We Work

Tax Planning Across the Permian Basin

Based in Odessa and working remotely with businesses across the Permian Basin and the rest of the country.

Odessa Midland Andrews Crane Monahans Kermit Stanton Big Spring Seminole Pecos Fort Stockton

Frequently Asked Questions

When should tax planning start?

As early in the year as possible. Most strategies, from estimated payments to equipment purchases and retirement contributions, only count if they happen before December 31.

Should my business be an S corp?

Sometimes. An S corp election can lower self-employment tax once profits reach a certain level, but it adds payroll and filing costs. We run the numbers for your business before recommending it.

What are quarterly estimated taxes?

If taxes are not withheld from a paycheck, the IRS expects payments four times a year. We calculate them from your actual numbers so you avoid underpayment penalties.

Is tax planning different from tax preparation?

Tax preparation is filing what already happened. Tax planning is the work we do during the year to lower what you'll owe before the year closes. Most people only get preparation, which is why they overpay. We do both.

How much does tax planning cost?

Pricing depends on your entity type, transaction volume, and which services you need. We'll give you a flat quote after a short call, so there are no surprise invoices. Most business owners find the tax savings cover the fee.