Annual Tax Planning

The goal of every business is to make money. The goal of every tax plan is to make sure that you are making the most of your money. At Tax Alli our accounting professionals understand the needs of small business and can help you create a tax plan that fits your unique needs, allowing you keep more of the money your business makes.

Our Services

Interview.You start with a brief interview with one of our staff accountants. This will help us understand where you are now versus where you want to go. 
Questionnaire. We will complete a brief tax questionnaire, this will outline your financial, business and investment positions, cash flow and goals. We will also review information from your previous year tax returns and each business entity that your currently own.
Research. We analyze your information and develop a comprehensive tax strategy based on the Federal & State tax codes while identifying key deductions and strategies you may be neglecting.
Write Up. Once your tax plan is complete you'll receive a full write-up of your customized strategy along with informative tax deductions and loopholes that were identified during our interview, questionnaire and research phases.
Follow Up. We conduct a follow-up tax planning session every year with our clients. As your income, business and investments grow our team will make sure your tax plan grows with you.

Advantages of Tax Planning:

  • Maximize your personal & business tax deductions.
  • Make the most of your business & personal income.
  • Safe guard your income from lost revenue or over taxation.
  • Understand tax loopholes and how to benefit from them.

Getting Started

To get started simply pick the Service Plan that works for you. No Contracts. Cancel Anytime. Setup only takes a minute.