Tax planning

Income Tax Projections

Determine overall tax liabilities and future tax liabilities
Determine approximate tax related to the sale of stock, the sale of a building, a Roth conversion, lump-sum income items, and more
Assist employees in filling out Form W-4 to elect payroll tax withholdings
Maximize low tax brackets

Calculation of Quarterly Estimated Income Tax Payments

Calculate and deliver quarterly estimated tax payments based on dialogue between our team and the client
Recalculate quarterly estimated tax payments due to changes in income

Retirement Planning

Cash flow analysis and budgeting for retirement
Proactive tax forecasts for income earned in retirement.

Budgeting, Forecasting, and Cash Flow Analysis

Assistance with Employer-Sponsored Tax Advantaged Plans

Assistance with Employer-Sponsored Tax Advantaged Plans

Assistance with personal budgets and cash flow analysis
Assistance with a budget creation and cash flow modeling for businesses
Assistance with multi-year business proformas evaluating projected financials into the future

Assistance with Employer-Sponsored Tax Advantaged Plans

Assistance with Employer-Sponsored Tax Advantaged Plans

Assistance with Employer-Sponsored Tax Advantaged Plans

Retirement plans (401(k), Roth 401(k), SIMPLE IRA, SEP-IRA, 403(b), and more)
Flexible spending accounts (FSAs – dependent care and pre-tax medical)
Health insurance options
Health savings accounts (HSAs)