The best time to lower a tax bill is before the year ends, not when the return is due. I work with business owners, investors, and families year-round to project their taxes, time income and deductions, and make major decisions with the tax consequences already known.

Planning engagements typically include:

• Quarterly tax projections and estimated payment planning
• Entity choice and owner compensation modeling
• Real estate, acquisition, and sale transactions
• Retirement and inherited IRA distribution strategies
• Coordination with your financial planner, attorney, and other advisors

No surprises in April, just a plan.