Introduction: I enjoy working with clients to understand their business and individual taxes. My philosophy is you should complete the tax planning and have a projection of your tax return before year-end. After year-end your options for changing the tax return are very limited and your tax liability or refund should never come as a surprise. Crossing your fingers crossed and hoping for he best is very poor tax planning!
I enjoy working with business owners so they can manage their business and not worry about issues with tax planning or compliance. We all have our skills and mine is understanding what financial information says about your business.