Our Tax Planning Services
Tax Planning Built Into Your Business — Not Bolted On at Year-End
Tax Planning is the key to successfully and legally reducing your tax liability. We help business owners keep more of what they earn by combining tax planning, proactive entity strategy, clean financials, and payroll — all managed under one roof, all year long.
Accuracy. Balance.
Integrity.
Growth.
The Tax Planning Component of Our CFO System
With PlentyBooks you get an experienced professional who provides you with the perspective needed to guide you through the tax process – both as it is and how it will change in the future – and help you devise a personal or business tax plan to get or keep you in the green.
Service Features:
Tax Planning Strategy: Quarterly and year-round planning based on your business’s current performance, goals, and entity structure. We tell you exactly what to expect — and how to reduce it.
Legal Entity Optimization: S-Corp election, restructuring, or multi-entity strategy. We help you understand and implement what will save the most — and stay compliant doing it.
Business & Personal Integration: Tax planning isn’t just about your business. We factor in your personal situation to create a holistic, optimized plan.
Year-End Preparation: Everything organized, reconciled, and ready before tax season hits. Your tax return becomes a formality — not a fire drill.
Filing Included: Business tax return (and personal, if applicable) is included in your package — no extra fees, no hourly rates, just clean execution.
Tax Planning vs Tax Preparation
Tax planning is a year-round process (as opposed to a seasonal event) and is a separate service from tax preparation. Both individuals and business owners can take advantage of tax planning services, which are typically performed by a professional with in-depth experience and knowledge of tax law.
Tax planning is something that most taxpayers do not take advantage of – but should – because it can help minimize their tax liability on next year’s tax return by planning ahead. While it may mean spending more time with us, your accountant, say quarterly or even monthly, the tax benefit is usually worth it. By reviewing past returns an accountant will have a more clear picture of what can be done this year to save money on next year’s tax return.
Our Ideal Clients
We Don’t Work With Everyone — and That’s Intentional
We work best with business owners who are serious about taking control of their finances — not just surviving tax season.
Our tax planning service is designed for:
✅ Service-based business owners earning $200K–$3M+ annually
✅ LLC, S-Corp, or multi-entity operators who want to optimize structure and strategy
✅ Entrepreneurs tired of being surprised by tax bills or missed deductions
✅ Founders who want a proactive financial partner, not just a preparer
✅ Businesses who want bookkeeping, payroll, and tax handled in one place, by one accountable team
Why We Don’t Recommend Tax Planning Alone
Tax Planning Without the Full Financial Picture Creates Bad Advice. Tax planning only works when it’s built on accurate, current, and complete financial data. In those situations, even well‑intentioned tax advice becomes reactive, limited, or flat‑out wrong. That’s why we don’t typically offer standalone tax planning.
When tax planning is done in isolation, critical pieces are missing:
• Incomplete or outdated bookkeeping
• Payroll that doesn’t align with entity strategy
• Unclear cash flow and profitability
• Decisions being made months after the fact
Real Tax Planning Requires Year‑Round Visibility!
With PlentyBooks, you're not hiring just a tax preparer. You're gaining a strategic partner who will help you:
Make better financial decisions
Forecast with confidence
Stop overpaying in taxes
And focus on running your business — not managing spreadsheets
Our Work
How We Deliver Real Results
Year-Round Visibility
We maintain clean, up-to-date financials throughout the year so tax decisions are based on real numbers, not estimates or outdated reports. This allows us to plan proactively instead of reacting after deadlines have passed.
Integrated Strategy
Tax planning is coordinated directly with your bookkeeping, payroll, and entity structure. Every decision is evaluated through one unified financial lens to ensure nothing works against something else.
Forward-Looking Planning
We model future income, compensation, and major decisions before they happen. This gives you clarity on tax impact in advance — not explanations after the fact.
Consistent Oversight
You’re not handed a one-time plan and left alone. We stay involved throughout the year, adjusting strategy as your business evolves and ensuring your tax position stays intentional and predictable.
And because it’s all part of our CFO package, everything connects — no more CPA/Bookkeeper/Payroll finger-pointing.
Why Choose Us?
Try our services risk-free
We will never recommend our services if we are not the best solution for you. If you aren’t 100% satisfied after a month of our services and receiving a completed income statement and balance sheet, we will give you a full refund.
Professionals
Our team of certified accountants and bookkeepers brings years of experience in managing finances for businesses of all sizes. We understand your challenges and tailor our services to meet your unique needs.
Customized Solutions
We don’t believe in one-size-fits-all. Our accounting services are designed specifically to align with your business goals, offering personalized solutions that make managing your finances easier and more efficient.
Accurate Reporting
We pride ourselves on delivering precise financial reports on time, allowing you to make informed decisions without delay. Our focus is on accuracy and reliability, ensuring you always have the most up-to-date financial data.
Cost-Effective Services
We understand the importance of managing costs while growing your business. Our affordable accounting services provide excellent value without compromising on quality.
Transparency
We believe in open, honest communication. From regular updates to clear, understandable reports, we ensure you’re always informed and confident about your financial situation.
Focus on Growth
When you choose us, we handle the compliance so you can focus on what matters most—growing your business. With clear financial insights, you’ll have the confidence to make decisions
Other services
We Don’t Sell Services.
We Build Financial Systems.
Bookkeeping
Our bookkeeping services are one part of our all-inclusive CFO-level financial management system, designed to give you control, reduce tax burdens, and build a more profitable business. We don’t just categorize transactions — we help you make smarter decisions every month.
Payroll Management
Managing payroll can be time-consuming and complex, but with our payroll management services, we handle everything from calculating employee wages to tax deductions and compliance. Our team ensures that your employees are paid accurately and on time.
Tax Preparation
When you choose us to do your taxes, tax preparation will be so much less time consuming and much less stressful. We will help you get every deduction you deserve, and it’ll be your smoothest tax season yet — all done for you, in one place.
Easily Simplify Your Finances
We specialize in providing high-quality accounting services designed to simplify your financial management. With expert guidance and advanced techniques, we help you maintain accurate records and optimize your financial decisions
Your trusted partner in accounting services - we specialize in helping businesses and their entrepreneurs save time, stay compliant, and maximize their financial success.
Contact us today to simplify your financial management.
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