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Tax Planning

Lower Your Tax Bill Before Year End

Tax preparation looks backward. It reports what already happened. Tax planning looks forward, and that is where the real savings are. We work with you during the year, while there is still time to act, so you keep more of what you earn.

What is included

  • A full review of your income, your entity setup, and your latest tax return
  • Entity and S corporation election analysis
  • Reasonable compensation planning for S corporation owners
  • Retirement plan and benefit strategies
  • Quarterly estimated payment planning so April is never a surprise
  • A written plan with clear action items and deadlines

How pricing works

Planning is priced by the complexity of your situation. If we already prepare your taxes, we have everything we need. Just message us through the client portal and we will take it from there.

New to NTV? Become a client, then upload your most recent tax return and we will tell you what we see and quote the work before we start. The easiest way is the scanner built into the TaxDome mobile app, free for iPhone and Android. It crops and straightens each page for you. Scan both sides of every page and make sure all four corners of each page are visible.