Services
Tax planning and estimated taxes
Proactive planning to keep what you owe down and avoid surprises. Adjusting in June beats reacting in April.
What planning covers
- Quarterly estimated payment calculations
- Self-employed and 1099 tax planning
- Retirement contribution strategy
- Year-end tax reduction planning
- New business entity selection
- Life-event planning: marriage, a sale, an inheritance
Ways to work on it
- Mid-year tax checkup$200, about 45 minutes: withholding, estimates and a projection of where you'll land, with a written list of action items.
- Quarterly estimate serviceFrom $75 a quarter: each payment calculated from your real year-to-date numbers, with a reminder before every deadline.
- 2026 estimated taxesDue dates, a quick safe-harbor estimator and the best ways to pay.
A planning conversation of about 30 minutes comes with every return I prepare. Extended planning sessions are $200, and estimated-payment reminders are included for active clients.
Questions? Let's talk it through.
The first conversation is free, with no pressure. Book a time that suits you, or just call.