Business Tax Planning

Look ahead before making the next move.

Whether you are building a new business or managing an established company, bring your upcoming plans to the conversation. Nikol can help identify the tax questions to consider.

• Changes in revenue, profit, and owner income
• Estimated tax payment and cash flow questions
• Planned equipment purchases and other major expenses
• Hiring plans and owner compensation questions
• Business structure and ownership changes
• Preparing for expansion, a sale, or succession

What does the planning process look like?

1. 01

   Start with your numbers and goals

   Share your financial reports, recent returns, and plans for the business. Nikol will discuss the decisions you are considering and what information is needed.

2. 02

   Review the options

   Explore the tax considerations around your plans. Nikol can help compare scenarios using your available records and expected business activity.

3. 03

   Put the next steps in order

   Discuss priorities, timing, and the records to keep. Arrange follow-up as needed when your plans or financial results change.

What should you bring to the conversation?

Start with the records you have. Nikol can help identify what else is needed for your situation.

• Recent business and personal tax returns
• Current profit and loss statement and balance sheet
• Year-to-date payroll and owner payment records
• Estimated tax payments and expected income for the rest of the year
• Details of planned purchases, financing, or ownership changes

Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial documents.