Tax Planning
Plan Ahead. Do Not Just Look Back.
The best tax decisions are usually made before the year ends - not after your tax return is prepared.
Tax Planning from Allison Accounting is designed for profitable business owners who want to evaluate proactive strategies that may reduce future tax liability, improve cash flow, and support better business decisions.
Unlike tax preparation, which reports what already happened, tax planning focuses on what may still be done before important deadlines pass.
Whether your business is growing, you are paying more in taxes than expected, or you want a more proactive approach to managing your tax situation, tax planning gives you the opportunity to make informed decisions before tax season arrives.
If your situation appears to be a good fit, we may schedule a follow-up planning conversation with Steven to explain the Tax Savings Analysis, discuss the planning process, and determine whether moving forward makes sense.
If you prefer to start online, you can complete a Tax Planning Inquiry instead.
Who This Service Is For
Tax Planning may be the right fit if you:
Own a profitable business
Regularly owe more than expected
at tax time
Have experienced significant
business growth
Want to evaluate tax-saving opportunities
before year-end
Need guidance on owner compensation, retirement planning, or estimated taxes
Want a more proactive review of
your overall tax position
Prefer proactive planning instead of
simply filing tax returns each year
Want a structured review before
making tax-related decisions
Tax Planning is generally most valuable for businesses with sufficient profit and tax exposure to justify the planning process.
What Tax Planning Includes
Tax Planning is a collaborative process designed for business owners who want proactive guidance, not just a completed tax return.
Every Tax Planning engagement begins with a structured review of your business, financial information, and tax situation so we can determine whether meaningful planning opportunities appear to exist.
The initial Tax Savings Analysis may include:
A review of your current business and tax situation
A Tax Planning Organizer to gather information needed for analysis
Evaluation of potential tax-saving opportunities
Review of projected tax savings
Return on investment analysis
Consideration of whether your income level, business activity, and overall tax situation appear to support deeper planning work
Recommendations on whether a full Tax Planning engagement is likely to provide meaningful value
If moving forward appears to make financial sense, we will present the projected savings opportunity, expected ROI, fee to proceed, and next steps for a customized Tax Planning engagement.
Our Approach
Tax Planning is a personalized professional service, not a one-size-fits-all checklist or a quick answer to a single tax question.
To provide thoughtful and accurate recommendations, we need complete and reliable financial information and time for a thorough review.
If your records need attention before planning can begin, we will let you know and recommend the most appropriate path forward. That may include bookkeeping cleanup, Monthly CPA Support, accounting review, or another service designed to help establish a stronger foundation first.
Reliable Financial Records Come First
Meaningful tax planning depends on accurate financial information.
If your bookkeeping is incomplete, behind, or inaccurate, we may recommend bookkeeping cleanup, accounting review, or Monthly CPA Support before beginning tax planning.
Planning based on unreliable numbers often leads to unreliable recommendations.
Investment
Tax Planning begins with a $750 Tax Savings Analysis.
This initial review helps determine:
Whether meaningful tax-saving opportunities appear to exist
Whether a full Tax Planning engagement is likely to provide value
The projected return on investment
Whether your income level, business activity, and overall tax situation appear to support deeper planning work
Whether additional cleanup or accounting work should be completed first
The purpose of this first step is to determine whether the projected savings opportunity appears strong enough to justify moving forward.
Projected savings and expected ROI are based on the information provided, including projected net income, and assumptions available at the time of review. They are not a guarantee of tax savings.
If we determine there is not enough projected tax savings to justify the cost of a full Tax Planning engagement, we will let you know and refund the $750 Tax Savings Analysis fee.
If the analysis shows enough projected value, we will present the projected savings opportunity, expected ROI, and the fee to proceed with the full tax plan.
Most full Tax Planning engagements range from $2,500 to $5,000.
Larger or more complex plans may be quoted separately based on the work involved, complexity, scope, and projected savings opportunity.
The goal of tax planning is for the projected tax savings to meaningfully exceed the cost of the planning work. We do not want you paying for a full tax plan unless the projected savings opportunity appears strong enough to make the planning process worthwhile.
The detailed strategy blueprint, implementation steps, and written tax plan are provided only after the full planning engagement is approved and paid.
How the Process Works
Complete a Tax Planning Inquiry
Complete our short inquiry form so we can learn more about your business and planning goals.
We Review Your Information
Our team will review your information to determine whether Tax Planning appears to be the appropriate service or whether another solution may better fit your situation.
Complete the Tax Planning Organizer
If your situation appears to be the right fit, we will provide a Tax Planning Organizer to gather the information needed for your Tax Savings Analysis.
The organizer helps us understand your projected income, business activity, owner compensation, retirement planning, estimated taxes, family situation, and other relevant planning factors.
Tax Planning cannot begin without complete and reliable information.
Tax Savings Analysis
Once your organizer is complete and the $750 Tax Savings Analysis fee has been received, we will begin reviewing your information.
Most initial reviews are completed within approximately 2-3 weeks, depending on complexity, missing information, firm capacity, and the time of year.
If we determine there is not enough projected savings to justify the cost of a full planning engagement, the $750 Tax Savings Analysis fee is refunded.
Review Your Results
After the Tax Savings Analysis is complete, we will review the results with you.
We will discuss:
Potential tax-saving opportunities
Estimated return on investment
Whether a full Tax Planning engagement is recommended
The fee required to move forward
The appropriate next steps
If a full Tax Planning engagement is approved and paid, we will begin the detailed strategy blueprint, implementation steps, and written tax plan.
Timing
Tax Planning is most valuable when there is time to act before important deadlines pass.
Tax Planning reviews are generally not performed before April 15 during tax season.
If your inquiry, organizer, and Tax Savings Analysis fee are received during tax season, your review will generally begin after April 15.
Good-Fit Expectations
Tax Planning is designed for business owners who:
Want proactive tax planning
before year-end
Are willing to provide complete
financial information
Understand that Tax Planning is
separate from tax preparation
Want professional analysis,
not generic tax tips
Value a structured, organized
planning process
Understand that recommendations can only be made after the required review process is completed
This service may not be the best fit if you are looking for free tax advice, immediate recommendations without review, a quick answer to a single tax question, or guaranteed tax savings.
Because tax planning requires professional analysis and reliable financial information, recommendations are made only after the required review process has been completed.
Ready to Start?
Every Tax Planning engagement begins with a short inquiry.
We'll review your information to determine whether Tax Planning appears to be the right fit for your business and explain the appropriate next steps.
