Tax Planning Services in Sammamish

What We Do

Tax planning is about minimizing what you owe — legally — by understanding how your income, deductions, and expenses work together. We help clients understand how today's choices affect next year's taxes.

• Quarterly or annual review of your financials
• Tax estimate projections based on income and expenses
• Guidance on deductible purchases or contributions
• Entity structure review (Sole Prop vs LLC vs S Corp)
• Year-end strategies to lower taxable income

Who This Is For

We help clients who:

• Run a business and want to avoid a surprise tax bill
• Are considering a switch to an S Corp or different structure
• Want to plan purchases or deductions strategically
• Are tired of feeling reactive every April
• Need to understand estimated quarterly payments

What to Expect

We'll review your current income, expenses, and filing history. Then we walk you through:

• Where your income tax liability stands
• Which expenses still qualify for the year
• How much to set aside (or pay in estimates)
• What changes you can still make before year-end

You get clear numbers and a plan — not a vague checklist or generic tax advice.

Why It Matters

Filing taxes is reactive. Planning ahead gives you options — to time expenses, adjust income, or restructure how you pay yourself.

We've helped local clients lower their tax liability, avoid penalties, and make more confident year-end decisions. Whether you're self-employed or running a growing business, tax planning helps you take control.

FAQ

Do I need tax planning if I have a CPA?
Yes — many CPAs focus on tax prep, not proactive planning. We work alongside your CPA or provide standalone planning if you don't have one.

Is this just for businesses?
No. We also help individuals with investment income, side income, or those nearing retirement make smart tax choices.

When should I start tax planning?
Ideally before Q4 — but even last-minute planning before year-end can help reduce what you owe.

Can you help me switch to an S Corp?
Yes. We can review your current setup and help you understand if an S Corp election makes sense — and when to file it.