Home / Tax Planning
Tax Planning for Small Businesses in Georgetown & Austin, TX
Plan ahead instead of catching up. Year-round tax planning for business owners and 1099 earners, led by Toby Quiroz Jr., EA.
Planning for the decisions ahead
Tax planning starts with your current numbers and the decisions you expect to make. We review the available information, compare relevant options and explain the trade-offs before you commit.
Examples of what we can review
Income and estimated payments
When business profit or household income changes, review the projection, withholding and estimated-payment approach so you can plan cash needs.
Owner compensation and business structure
Evaluate whether the current structure and compensation approach fit the business, including payroll, compliance costs and eligibility. A different entity is not automatically a better result.
Retirement contributions
Compare contribution options with cash needs, business circumstances, eligibility and applicable deadlines.
Equipment and business purchases
Review the business purpose, timing, financing and potential tax treatment before making a major purchase. A deduction does not make an unnecessary purchase worthwhile.
An example planning conversation
Illustrative scenario: a business owner sees profit rising and is considering new equipment. We would gather current books, prior returns, payment history and purchase details, then evaluate the payment outlook and relevant options. The result is a decision supported by current information, not a promised savings amount.
Understand the history first
Beyond the Return explains the historical income, tax and payment picture. It identifies questions worth examining; a current-year tax plan is a separate engagement.
View the fictional Beyond the Return exampleAgree on the scope
We confirm the planning questions, required records, deliverables and fee before starting. Recommendations depend on current law and your circumstances. No savings, refund or outcome is guaranteed.