Tax Planning & Advisory
Decide your tax bill — don't just receive it.
The problem
Tax preparation looks backward. By the time the return is filed, every decision that could have changed the outcome is already made. Planning is the part that actually saves money, and it has to happen during the year.
What's included
- A mid-year and year-end planning session (Growth Partner and above)
- Entity-structure review — sole prop, LLC, S-corp — with the trade-offs in plain terms
- Quarterly estimated-tax calculations so you’re never caught short
- Reasonable-compensation and owner-pay planning for S-corps
- Deduction and retirement-contribution planning specific to your business
- Coordination with your CPA or attorney when a strategy needs one
Who it's for
Profitable owners who are tired of finding out what they owe in April, and anyone weighing an S-corp election or a big equipment purchase.
How it connects
Planning only works with current books. Because Roots Tax Pro keeps yours, the projections use real numbers, not last year's return.
Questions
Common questions
When should I elect S-corp status?
Usually once net profit is high enough that the payroll-tax savings clearly outweigh the added cost of running payroll and filing a second return. We model it with your actual numbers before recommending it.
Do you file the return too?
Yes. Planning and preparation are done by the same person, so the plan actually shows up on the return.
What if I already have a CPA for planning?
We can complement them — keeping the books current so their planning is accurate — or handle planning ourselves. Your call.
Let's talk about your numbers.
A free 30-minute call. We'll look at where your business stands, what's working, and where Roots Tax Pro can help. No pressure, no obligation.