A good tax result requires careful planning, and that means constantly reevaluating your business plans and practices. You may well think about next week—but you must also think about the months and years ahead. Your business tax accountant needs to think that way too, and we do.
We try to see all of our clients at least twice per year—once in the fall to review the year’s progress (no matter how strong or weak) to project financial and tax results, and then again at tax time. We develop quarterly benchmarks, and some clients see us every quarter to gauge their progress and look for ways to fine tune and improve their tax projection. Managing your affairs for an excellent tax outcome puts you, not the government, in charge of the result