How Tommy helps

By the time a return is prepared, the year is over and most opportunities have passed. Tax planning flips that around. Tommy reviews your situation during the year, projects what you are likely to owe and identifies moves that can reduce it while there is still time to act.

Planning is especially valuable after a change: starting a business, a big raise or bonus, selling property or investments, getting married or planning for retirement.

What's included

Mid-year and year-end tax projections
S corporation reasonable compensation planning
Retirement plan strategies for owners and employees
Quarterly estimated payment calculations
Timing of income, deductions and asset sales
Charitable giving strategies
Planning for major life and business events
A written summary of recommendations

Who this is for

Business owners with growing profits
High-income professionals and households
Anyone facing a major financial change this year
Clients who want fewer surprises in April

How it works

Call or email

Schedule a free, no-obligation first conversation about your situation.

A fair quote

Receive a written scope and fee before any work begins.

Ongoing support

Tommy handles the work and stays in touch year-round.

Common questions

How is tax planning different from tax preparation?

Preparation reports what already happened. Planning looks ahead and helps you make decisions that change the outcome. Many clients pair the two, with planning meetings during the year and preparation after it ends.

When is the best time to start?

The earlier in the year the better, since more options are available. A mid-year review is a good starting point for most people, and a year-end check-in before December 31 is valuable for everyone.

Tax Planning