Proactive Tax Planning So You Keep More of What You Earn
We plan your taxes during the year, while there's still time to act, using books we've already reviewed.
Don't Get Stuck Paying Whatever the Return Says
Most owners want to legally keep more of what they make. That's hard when typical preparers only see your numbers after the year is over, when the best moves have expired. We look at your numbers during the year and build your plan before December 31, so you make decisions with the tax bill already in view.
Your Tax Plan Comes From the CPA Who Already Knows Your Books.
We don't meet your numbers for the first time in April. We've been looking at them all year. So when it's time to plan, we already know what's changed, what's coming and which moves still have time to work.
Tired of Finding Out What You Owe When It's Too Late to Change It?
Taxes are one of your biggest expenses, and most owners only hear about them once a year.
The April Gut Punch.
You don't know what you owe until the return is done, and by then the money's already spent.
Silence All Year.
Your preparer files the return and goes quiet until next spring, so nobody brings you ideas while they still count.
Big Decisions Made Blind.
You buy the truck, hire the help or skip the retirement contribution without knowing what it does to your taxes.
Most Preparers Show Up in April. We Plan All Year.
Here's what a year with Mashbooks looks like next to a once-a-year setup.
We'll Help You See Your Tax Bill Coming and Lower It Before Year End
We review your numbers during the year, project what you'll owe and walk you through the moves that fit your situation. You can plan your cash, pay the right estimates and stop overpaying.
Your tax year, mapped out before it ends.
We set your estimates each quarter from current books, flag the moves worth talking about and meet with you before December 31, while there is still time to act.
Tax planTypical Tax Preparers Look Back. We Plan Ahead.
Mashbooks Tax Planning
Typical tax prep
Settling for Once-a-Year Tax Prep Can Mean Paying More Than You Have To
Waiting until April leaves you with fewer options and more risk.
Tax Moves That Expire.
Some preparers don't plan before December 31, leaving you to pay whatever the return says.
Underpayment Penalties.
Some accountants don't set up quarterly estimates, leaving you with interest and penalties at filing time.
Cash Flow Crunches.
Some owners don't see the bill coming, leaving them to drain savings or borrow to pay it.
Purchases Timed Wrong.
Some owners buy equipment or vehicles without a tax view, leaving savings unclaimed or landing in the wrong year.
Ready to Walk Into Tax Season Already Knowing the Number?
Here's what planning ahead with our team gives you.
A Number You Can Plan Around.
You'll know roughly what you owe months ahead, so you can set money aside calmly instead of scrambling.
Fewer Missed Deductions.
We look at things like your home office, vehicle, retirement contributions and equipment timing, so you claim what you're entitled to.
Better-Timed Decisions.
You'll know the tax side of a big purchase or hire before you commit, so you can time it right.
Peace of Mind.
No more bracing for a mystery bill, so you can focus on running your business.
What your free review covers.
One pageWhat's Included in Your Tax Plan
A review of last year's returnA mid-year tax projection from your current booksQuarterly estimated tax payment calculationsA planning meeting before December 31A written summary of your planThree Steps to a Tax Plan You Can See Coming
Book Your Free Review.
We look at last year's return and your current books and send a one-page summary.
Get Your Projection.
We project what you'll owe and show you the moves worth making this year.
Act Before December 31.
We meet before year end, set your estimates and lock in the plan.
Is Tax Planning Right for You?
Tax Planning Questions, Answered Before April.
What planning ahead looks like and when to start.
Call (469) 712-4199Tax preparation reports what already happened. Tax planning happens during the year, while you can still change the outcome. We do both, so your plan and your tax returns run on the same numbers.
As early in the year as possible. The closer you get to December 31, the fewer moves are left. That's why we plan through the year, not in the spring.
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Serving McKinney, Allen, Frisco, Plano, Prosper, Melissa, Anna, Richardson, Garland, Denton, Dallas and business owners nationwide.
Stop Guessing What You'll Owe. Book Your Free Review and Plan Ahead.
We'll look at last year's return and your current books and show you where you stand, with no obligation.