Sample site. Ledger & Co is an invented business, and every name, price and review here is invented too.
Why it is built this way ▾

The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Deadline countdownThe next filing or estimated payment date sits in the strip at the top, which is what moves a prospect from thinking about it to booking.
  2. Packages with pricesPublished monthly tiers let a business owner check the fit before booking, so the consultations that come in are worth having.
  3. Who we work withContractors, medical practices, ecommerce sellers and property investors each get named, because that is how they search.
  4. Secure document intakeAn upload route through the portal replaces emailed tax forms and sets the tone for the relationship.
  5. Switching in three stepsChanging accountants feels like a hassle, so the site lays out how records move across and when reporting starts.
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Q4 estimated payments due January 15Call (555) 010-2291
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Home / Services / Tax planning

Tax planning

Estimated payments, entity choice and year-end moves, set before the year closes.

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. Recommendations are specific to your numbers and are confirmed 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

Common questions

When is the best time for a planning session?

September to November. There is still time to act, and the year is far enough along to project 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.

Also offered

Other services

Individual tax returns

From $325

Federal and Wisconsin returns, prepared and reviewed by a CPA.

Business tax returns

From $1,450

S corporation, partnership and C corporation returns, plus the owner's personal return.

Monthly bookkeeping

Essentials $350/mo

Reconciled books and a monthly report you can read in five minutes.

Questions before you book?

Or call (555) 010-2291.

Book a consultation
Call (555) 010-2291