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Tax planning
Decisions get made before the year ends, not in April.
This is for you if…
- Last year you owed a lot more than you expected.
- You don't pay estimated taxes, or you don't know how much to pay.
- You're thinking about buying a truck or big equipment, or becoming an S corporation.
What you get
- A projection of what you'll owe, using the real numbers from your year.
- How much to set aside for each estimated tax payment, with dates and amounts.
- Big decisions reviewed with numbers before you make them. The decision is yours.
- Follow-up during the year, not just in April.
How we get started
- 1. 15-minute call. You tell me how you handle your numbers today and what worries you.
- 2. Written proposal. What's included, when we start and the price, before you commit.
- 3. I take it from there. You stay on your jobs; I keep the numbers and explain what they say.
Common question
Will you lower my taxes?
I won't promise you a number. I help you use the rules that already exist and avoid overpaying because of disorder or late decisions.
How we work
- You work directly with me: you message me and I'm the one who answers.
- Before we start, we sign a written agreement with what's included and the price.
- You give me user access to your QuickBooks. You never give me your password.
- You send me documents through a secure link, never by email or WhatsApp.
- In Spanish or English, whichever you prefer.