Let’s take the mystery out of the unknown and do some tax planning and dial in those estimated tax payments.

We start with a simple questionnaire to get the creative juices flowing… 


  • What is your business income after expenses for this year? How about next year?
  • What is your expected salary or wage that will be paid to you and other shareholders?
  • What will be your Roth IRA contribution? Traditional IRA?
  • Will you or do you have a 401k? If so, what will be your contribution? Will there be a company or profit sharing contribution?
  • How much cash can you separate with for retirement planning? $20k? $50k? $100k?
  • Are you paying for health insurance premiums out of pocket? HSA?
  • Does your spouse have income? If so, what is the source and how much?
  • Any other income such as interest, dividends, capital gains, rental income, pension income, rental property sale, etc.?
  • What is your state of residency?
  • Are you or will you qualify as an Expatriate, Foreign Earned Income Exclusion?
  • What is your current business entity? LLC? Partnership? S Corp election?