Tax Planning
Know your tax picture before the year ends, not after.
Year-round tax projections and planning for U.S. business owners. We estimate the tax impact of decisions during the year and identify planning opportunities before filing time, led by an Enrolled Agent.
What planning covers
The decisions that change the tax result.
Estimated tax planning
Quarterly projections so estimated payments reflect the actual year, not last year.
Entity and S-Corp considerations
Whether the current structure still fits, and what an S-Corp election would and would not change.
Reasonable compensation analysis
Support for setting owner salary in an S-Corp with a documented basis.
Retirement and tax-saving planning support
How retirement plan contributions and similar decisions affect the projected result.
Timing of income and deductions
Which purchases, invoices, and payments are worth moving between years, and which are not.
Year-end planning decisions
A pre-year-end review while there is still time to act.
Multi-entity and owner coordination
Planning that considers the business return and the owner return together.
Why the books matter
Planning is only as good as the numbers behind it.
Projections built on unreconciled books produce the wrong answer. Because Ashmore also handles the accounting, planning starts from a Balance Sheet and P&L that have actually been reviewed. Plan, execute, then file, with one team across all three.
- Plan
- Execute
- File
How it works
A planning engagement, not a sales call.
Planning is offered as a fixed-fee engagement or a quoted scope based on the planning work required. You approve the scope before work starts.
- Review of current-year books and prior return
- Projection of the current-year tax result
- Written summary of options and their estimated impact
- Follow-up before year-end where useful
- Coordination with tax preparation
Tax planning identifies opportunities and estimates outcomes. Results depend on your facts, on the decisions you make, and on tax law in effect for the year. Ashmore does not promise specific tax savings.
Your tax return should not be the first time you think about taxes.
Tell us about the business, the entity type, and what changed this year. We will outline what a planning engagement would cover.