Business Tax Preparation
Business returns for LLCs, S corps, partnerships and C corps.
Tax planning that happens before tax season.
Most tax savings come from decisions made during the year. Your Taxmize tax advisor helps you make them on time.
Tax Planning & Advisory$149/monthIncluded in the Business Tax plan
What's included
What tax planning covers
Planning is built into your Business Tax plan, so you get advice all year, not just in April.
- Prior-year reviewWe look at last year's return for missed deductions and credits.
- S corp election reviewWe run the numbers to see if an S corp election would lower your tax.
- Owner pay planningSalary and distribution planning for S corp owners.
- Deduction planningHome office, vehicle, equipment, retirement contributions and more.
- Year-end check-inA planning call before December 31, while there is still time to act.
- Questions any timeAsk your advisor through the portal whenever something comes up.
How it works
Simple from start to finish
1
Review
We review your last return and how your business is set up.
2
Plan
You get a simple plan with the moves that save you the most.
3
Check in
We check in during the year as your income changes.
Who it's for
A good fit if…
- Your profit has grown and your tax bill with it
- You are wondering whether to become an S corp
- You want fewer surprises at tax time
Tax Planning & Advisory: $149/month
Included in the Business Tax plan. Talk to a Taxmize pro in a free 20-minute consultation and get a clear price before you commit.
FAQTax Planning & Advisory questions
Should my LLC become an S corporation?
It can lower self-employment tax once your profit is high enough to support a reasonable salary, but it adds payroll costs and another tax return. We compare both options with your real numbers before you decide.
When is the S corp election due?
To take effect for the current year, Form 2553 is generally due within 2 months and 15 days after the start of the tax year. Late elections are sometimes possible with relief.
Is tax planning extra?
No. Year-round tax planning is included in the Business Tax plan.
Is tax planning legal?
Yes. Tax planning means using the deductions, credits and structures the tax code allows. We never recommend anything aggressive or risky.
Related services
Often paired with
Quarterly Estimated Taxes
We calculate what you owe and remind you before it's due.
Business Formation
Start your LLC or corporation the right way.
Tax season? Relax.
Your Taxmize team handles the returns, the books and payroll. You get back to running your business.