A planning session is $450 and runs about 90 minutes. We look at your year so far, project the tax, set your quarterly estimated payments and list what you can still do before December 31. Clients on the Growth and CFO packages get two sessions a year included.
Planning covers retirement contributions, equipment purchases, the timing of income and expenses, and whether your business structure still fits. We base each recommendation on your numbers and confirm it in writing after the session.
What is included
- 90-minute session: $450
- Quarterly estimated payment schedule
- Retirement plan contribution limits for your situation
- Entity review for growing businesses
- Written summary within a week
Questions about tax planning
When is the best time for a planning session?
We suggest September to November, when there is still time to act and enough of the year has passed to project it with confidence.
Is this advice specific to me?
Yes, once you are engaged and we have your figures. Anything general on this website is not tax advice.
How booking tax planning works
Book a consultation
A free 30-minute call or visit where we look at what you have now and what you need done.
Send your documents
Upload through the secure portal, or drop them at the front desk. We tell you what is missing within two business days.
Review and sign
We walk you through the return or the first month of reports before anything is filed, and you sign electronically.
Other services
Individual tax returns
Federal and Wisconsin returns, prepared and reviewed by a CPA.
Business tax returns
S corporation, partnership and C corporation returns, plus the owner's personal return.
Monthly bookkeeping
Reconciled books and a monthly report you can read in five minutes.
Questions before you book?
Or call (555) 010-2291.