Tax planning is a valuable tool to evaluate where you are at year-to-date to help you avoid surprises at filing time and to implement tax saving strategies before year end!
Do I have enough withholding so I won't owe tax this year?
How will it affect my taxes if I contribute more to my retirement plan?
Should I file as an S Corporation for my business?
These are just a few examples of questions we can answer with a tax planning engagement.