Tax Planning – Basic

At 406 Consulting LLC, we understand that navigating the complex landscape of taxes can be a daunting task. Whether you’re an individual seeking to optimize your personal finances or a business aiming to enhance profitability, our Tax Planning services are tailored to meet your unique needs. We are committed to helping you minimize tax liabilities, maximize savings, and achieve long-term financial success.

Annual Tax Planning Meeting:

We will meet annually to discuss your tax plan and answer any of your tax-related questions.

Personalized Tax Plan:

We will provide a personalized, outlining an estimate of taxes dues and outline potential tax savings opportunities.

Legal Entity Review and Optimization:

We will review your entity structure and determine if any tax elections should be made for your entity to optimize your taxes.

Owner Payroll Allocation:

We will review the performance of the business and the planned owner(s) compensation and determine how much of the owner(s) compensation should be paid through payroll and distributions.

Tax Planning – Basic

Pricing

$425

  • Annual Tax Planning Meeting
  • Current Year Personalized Tax Plan
  • Legal Entity Review and Optimization
  • Owner Payroll Allocation
  • Retirement Plan Review
  • Quarterly Safe Harbor Tax Estimates

Quarterly Safe Harbor Tax Estimates:

We will provide you with quarterly safe harbor calculations based on your prior year tax return.