Plan in July. Smile in April.
Year-round tax strategy for families and business owners. The moves you make during the year decide what you owe next spring.
- Year-round, not just tax season
- Withholding and estimated payment checkups
- Entity and S-Corp election strategy
- Retirement and charitable giving moves
Everything you need. Nothing you don't.
Withholding checkups
New job, new baby, new marriage? Your W-4 should change too, before it costs you.
Estimated tax payments
For the self-employed: what to pay and when, so April brings no surprise bill.
Business structure strategy
Sole prop, LLC or S-Corp election: what fits your income and your plans.
Retirement moves
Contributions, rollovers and when an early IRA withdrawal can avoid the penalty.
Charitable giving
Bunching gifts, donor-advised funds and making your generosity count on your return.
Next year's game plan
Once your return is filed, we map what to change so next year goes better.
Sound familiar?
“As a new business owner it’s super stressful knowing what to keep track of and Grace did wonders in reassuring and educating me in what to look out for.”
Four steps. Zero guesswork.
Most clients spend more time finding their W-2 than working with us. Here's how it goes.
Book a time
Pick a service and a time online, day or night. Evenings and Saturdays fill fastest in tax season.
Gather your documents
Use the checklist to pull everything together, then upload it to your secure client portal or bring it in.
Sit down with Katie or Grayce
We go through your situation, ask the questions software doesn't, and explain what we find in plain English.
Filed, and still here
Your return gets filed and you get a plan for next year. Questions in July? We're open in July.