Katy tax planning
Proactive tax planning, not just a tax return in April.
A forward-looking plan that uses entity choice, timing, retirement plans, and deductions to lower the tax bill before the year closes.
Choose a time for a free 30 minute call. Prefer to write? Send a message.
BEST FIT
Built for the work you actually need done.
- Business owners who only hear about taxes once a year, at filing
- High-income households with equity compensation, bonuses, or multi-state income
- S corporation owners weighing salary, distributions, and retirement contributions
- Anyone facing a large transaction, a business sale, or a sharp change in income
WHAT'S INCLUDED
Projection and bracket planning
A look at where the year is heading and the moves still available before December 31.
Entity and compensation
Whether the entity structure and owner pay are set up to keep tax low.
Retirement plan strategy
Using SEP, SIMPLE, 401(k), or defined benefit contributions to cut taxable income.
Timing and deductions
Timing income, expenses, and large purchases, and capturing the deductions you qualify for.
01
Free consult
A direct 30-minute call to understand your facts, timeline, and scope.
02
Written scope
You get a clear fixed-fee proposal before work begins.
03
Secure handoff
Documents move through secure online workflows, with in-person options for Houston-area clients.
04
CPA review
The work is reviewed with the tax and business context in view.
How is tax planning different from tax preparation?
Tax preparation reports what already happened. Tax planning happens during the year, while there is still time to change the result.
When should I start tax planning?
The earlier in the year the better. Most planning moves must be in place before December 31, and some before a transaction closes.
Do you also prepare the return?
Yes. Planning and preparation work best together, so the plan built during the year is carried through on the return.
START HERE
Talk through your situation with a licensed Texas CPA.
No obligation. We will confirm fit, timing, and the likely scope before asking for documents.
Prefer to write? Send a message.