What is Tax Planning?
Preparing for tax season doesn’t just happen right before, it should be happening all year round with tax planning. We help you manage your spending and documentation within your business and entities to ensure you can get the most out of your tax returns. We will meet with you quarterly to work on your business and documentation, helping you keep everything organized and turn the chaotic mess of tax season into a smooth submission where you get as much back to you as possible.
Tax Planning
Rather than rushing to get everything organized during the chaos of tax season, hire a tax planner to help you stay prepared all year round. They will meet with you at least quarterly to help you stay on track, then do all the stressful work of filing your taxes come March and April. Plus, since they have so much experience with tax preparation, they usually help you get more money back than you would otherwise.
Tax Planning Services
While we offer many different services that will help you plan for tax season, here are some of the most common tax planning services that we provide to help you save money.
- Tax Planning
- Year-End Tax Preparation
- Audit Protection
- Small Business Bookkeeping
- 501(c)(3) Application
- Federal Tax ID (EIN)
- Real Estate Tax Planning
Tax Benefits of Hiring an Expert
There are lots of ways to keep track of and prepare yourself for taxes, but the benefits of hiring an expert to help you do all of these things will often outweigh the cost. For example, letting an expert handle your taxes helps stop building up stress, frees up your time, and gets you more money back than if you were to do it yourself. Our experts know exactly what to do, what documents are needed, and understand how to work between states, entities, federal taxes, and the IRS to make sure everything is up to code.
Taxes by Entity
Anyone who has had to file taxes for their business knows how frustrating it can be, and it only gets even more complicated when you throw different types of entities into the mix. Our tax experts are familiar with how to file your taxes regardless of entity, from L.L.C.s to C-Corps. Especially if you have multiple different entities, they will help you work with and plan for each of them.
What Happens Now
Asset Equalizers works to understand your situation, needs, and goals, in order to calculate the best way to limit your exposure and protect your assets. You will meet with an Asset Equalizers expert who will discuss what entities you have or want, and what taxes you will need, personally and professionally. Once everything is planned out and contracted, they will request the information they need from you, such as W-2s, numbers, and dates. Then they will work on keeping your taxes and documents organized and ready for tax season.
Contact Us
Whether you know what you want or are still deciding, feel free to contact us and we can help you on your asset protection journey.
Email: Admin@AssetEqualizers.com
Phone: +1 (417) 698-4645