New Business and Tax Planning
Plan before decisions become deadlines.
The tax result of a major decision is usually set before the return is prepared. Planning conversations happen while the choice is still open—when a change to the timing, the structure, or the paperwork can still matter.
Starting something new
New business financial setup
Getting the foundation right is cheaper than correcting it two years later.
- Entity considerations and the tax consequences of each option
- Registering for the right federal and state filing obligations
- Setting up bookkeeping and a chart of accounts that will hold up
- Owner compensation and estimated-payment planning
- Sales-tax and payroll responsibilities from day one
- Recordkeeping expectations so the first return is not a reconstruction
Life and business events
Decisions with tax consequences
- Business formation, restructuring, or sale
- Retirement timing and account distributions
- Buying, selling, or converting property
- Education funding and related credits
- Inheritance and beneficiary decisions
- Significant changes in income or self-employment activity
Tax planning is provided within this firm’s tax role. It is not investment advice, legal advice, or a recommendation to buy or sell any security or property. Projected results depend on facts and law that can change.
Get started
Tell us what you are planning
A short description of the decision and its timing is enough to begin.
Tax questions are easier to solve before they become tax emergencies.
Work with Anette Desbaillets, EA, for year-round tax preparation, accounting support, planning, and IRS representation.