Strategic Tax Planning Services in Atlanta

Preparation looks backward: it reports what already happened and produces the return. Planning looks forward. It weighs income, expenses, entity structure, timing, and upcoming transactions while there's still time to make choices. Done well, it lowers your exposure within the rules, makes your tax bill predictable, and keeps you away from the April scramble.

Now, ideally. Planning works best as a running conversation through the year. At a minimum, talk to us before any big event: landing a large contract, opening a second location, buying equipment or real estate, adding a partner, setting bonuses, or doing business abroad. Regular check ins let us update projections as results come in and give you time to act on them.

Yes. A projection gives you a realistic estimate of what's coming due, so quarterly estimated payments and year end balances are in the cash plan instead of a surprise. We look at expected income, deductible spending, payroll, and payment deadlines together. For growing companies, tying tax decisions to the budget and to capital plans also makes those operating decisions easier.

They do. A contractor's tax planning has to account for its contract mix, indirect rate structure, cost accounting practices, and compliance duties. A move that saves tax but distorts an indirect rate or raises questions in a DCAA review is a bad trade. We look at taxes alongside FAR cost rules and your contract reporting, so leadership sees the full effect on profit and controls.

Your last couple of federal and Georgia returns, this year's financial statements to date, projections if you have them, entity documents, payroll summaries, and a list of big transactions you expect. Business owners should add budgets, relevant contract details, and any ownership changes. Individuals with more involved situations should bring investment, rental property, business, and foreign account information.

Yes. We work with foreign accounts, income earned abroad, foreign entity ownership, and the U.S. reporting that comes with them, including FBAR and FATCA. Good international planning starts with the facts: where you live, where you earn, who owns what, and what you're required to file. The penalties for missed reporting can be large, so the earlier we look before a transaction, the better.

Quarterly works for most businesses, plus an extra review whenever results swing materially. Companies growing quickly, with uneven revenue, complicated ownership, federal contracts, or foreign activity may want monthly touchpoints. Each review compares actual results against the last projection and flags any decision that has a deadline attached.

Yes, and there's a practical advantage. Our founder is an IRS Enrolled Agent with unlimited practice rights before the IRS, so the person who builds your plan can also defend it if the IRS asks questions. And if past years left a balance, the same person can work out a tax resolution such as a payment plan or penalty relief while planning for the years ahead.