Most CPAs show up in April. I show up all year.
Reactive tax preparation is just damage control. You file what happened — and hope the number isn't too painful. Proactive tax planning means we're making decisions throughout the year that actually change what you owe. That's a very different thing.
Tax planning is right for you if…
You're self-employed or run a small business
You've had surprise tax bills you didn't see coming
You want to understand what you're paying and why
You're making financial decisions that have tax implications
You feel like you're probably leaving money on the table
