Proactive, not reactive

Avoid surprises at tax time with Tax Strategy & Planning.

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The road to success is easier to navigate with a map.

Strategic tax planning shows you the best path to your goals.

Tax Plan

I need clarity and direction for myself and my business.

Tax Plan+

I need a plan and someone to help implement it.

Thoughtful tax strategy keeps your money in your pocket.

In today’s world, our lives are constantly changing – and that means our tax strategy needs to change too. Whether it’s selling your business, buying a home, or having a child, changes impact your life AND your taxes.

Your tax strategy may not need a complete overhaul annually, but adjusting for changes is the best way to maximize your tax savings.

How We Help

It’s Simple

Step 1

Meet with your advisor to discuss changes in your life, business, and any upcoming plans that may impact your taxes.

Step 2

Move forward knowing that there are no surprises waiting for you at tax time.

Tax Plan

One sixty minute session to provide clarity and direction for the rest of your year.

You’ll Receive:

Break-even tax planning

Paycheck withholdings calculation

Tax Savings calculation

Business Projection Calculate (for sole-owner S-Corps, SMLLCS, and Partnerships)

Shareholder basis evaluation

Officer Compensation evaluation

PTEP Calculation

Best for: Business owners, real estate investors, or employees with complex pay who need annual check-ins to fine-tune their strategy to reflect changes in their income, lifestyle, and tax law.

Tax Plan+

Go deeper with Plan+! Everything included in Plan, with additional scenarios to review and additional value.

This Includes:

Business Projections (multiple business, MMLLCS, and Multi-owner S-Corps)

Retirement plan evaluation and strategy to MAXIMIZE savings

Employee Stock Options planning

Multiple Scenario strategy and planning

And we’ll help make execution easier by:

Setting up necessary tax payments on your behalf

Communicating with your ADP payroll representative

Communicating directly with your retirement rep, to gather data and ensure funding is executed according to plan

Best for: Professionals with more complex situations that require running multiple scenarios to assist in decision making and who value working with a team of professionals when making large financial decisions.

Start your journey with Encurio.

Meet with us to see how Tax Strategy & Planning can work for you.

Set A Meeting