SERVICES · YEAR-ROUND TAX PLANNING
Year-round tax planning.
Tax decisions discussed through the year, so opportunities are found before they become year-end surprises. Planning is available on its own, or as part of Accounting + Tax + Planning alongside your monthly accounting and your business and owner returns.
What’s included.
Planning conversations
Tax questions discussed as decisions come up, not only at filing time.
A view of the year before it ends
Where the year is heading, while there is still time to act.
Estimated payments
Quarterly estimated tax payments reviewed against how the year is actually going.
Decisions in view
Hiring, equipment and how you pay yourself, considered with the tax effect in view.
With your books and returns
As part of Accounting + Tax + Planning, planning starts from current monthly accounting and carries through to your returns.
Starting price.
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Accounting + Tax + Planning
From $900/moMonthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.
Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms
Starting prices. Your scope and price are agreed in writing before work begins.
What affects the price
- Whether planning stands alone or is part of Accounting + Tax + Planning
- Transaction volume
- The number of entities and owners
- Your filing requirements
Who it suits.
Last year’s tax bill came as a surprise.
Planning through the year gives you a view of where the year is heading before it ends, while there are still choices to make.
You are weighing a purchase, a hire or a change in your pay.
Talk it through before you commit, with the tax consequences in view.
Your business and personal taxes are connected.
For many owners, the business’s results flow into the personal return. Planning looks at both together.
How onboarding works.
A conversation
Tell us about your business or situation and what you need from your numbers. There is no obligation.
Scope and price in writing
You receive an engagement letter setting out the work and the fee before anything begins.
Where things stand
Recent returns and current financial statements establish the starting point for the year.
A planning rhythm
Planning conversations follow your business’s calendar and the deadlines that matter to it, with the rhythm set in your engagement.
Common questions.
How is tax planning different from tax preparation?
Preparation reports a year that has already ended. Planning happens while the year is still under way, when decisions can still change the outcome.
Can I get tax planning without monthly accounting?
Yes. Planning is available on its own and quoted in your consultation. It works best from current books, which is why it is also part of Accounting + Tax + Planning.
How often do we talk?
As often as your situation requires, with the rhythm set in your engagement.
Can I switch from my current accountant?
Yes, at any point in the year. The records move with you, and the transition is planned before any work begins.
Meet Brent Tucker, CPA.
Licensed CPA · 10+ years in public accounting · Member, AICPA and MICPA
Brent built his career at a boutique accounting firm and a large national accounting and advisory firm, serving hundreds of business owners and individuals in legal, medical, real estate, hospitality and professional services.
More about BrentGET STARTED
Let's talk about your numbers.
Tell us a little about your business or situation, and Brent will reply personally. No office visit needed — meetings are by phone or video, wherever you’re based.
Call 888-762-4370 · Email brent@brenttuckercpa.com · Prefer to pick a time? Book a consultation online