01
Year-round planning
Review projected income and tax positions during the year, while there’s still time to act.
ADVISORY SERVICE 05 · PROACTIVE TAX STRATEGY
Plan for taxes
while you still can.
Bring tax considerations into business decisions throughout the year. Review your plans with a CPA before a major purchase, expansion, or change—not after.
SOUND FAMILIAR?
You may be ready
for this if…
Most owners don’t come to us with a finished list of requirements. They come with a feeling that the numbers should be working harder for them.
- You find out what you owe after it’s too late to plan.
- Estimated payments feel like a guess.
- You made a big purchase or change without asking how it affects your taxes.
- You’re not sure your business structure still fits.
- An IRS or state notice would send you scrambling.
WHAT’S INCLUDED
Practical support,
built around you.
Every engagement is tailored. We’ll agree on the scope that fits your business before work begins.
02
Decision reviews
Talk through the tax side of equipment purchases, hiring, expansion, or ownership changes before you commit.
03
Estimated tax planning
Set estimated payments from your actual results, not last year’s guess.
04
Structure review
Consider whether your entity structure and owner compensation still fit your situation.
05
Deductions and credits
Identify depreciation options, credits, and deductions that may apply to your business.
06
Notice and audit support
If an IRS or state notice arrives, work with a CPA who already knows your records.
HOW IT WORKS
A clear rhythm,
from first look to follow-through.
- 01
Review your position
Recent returns, current-year results, and the decisions ahead.
- 02
Find the opportunities
Where timing, structure, or elections may make a difference.
- 03
Plan the moves
Agree on actions and timing, coordinated with your cash plan.
- 04
Revisit through the year
Update the plan as results and circumstances change.
TAX IN THE CONVERSATION EARLY
DECISIONS THIS SUPPORTS
Questions you’ll
be able to answer.
“Should we buy that equipment this year or next?”
“How much should we set aside for estimated taxes?”
“Is our entity structure still the right one?”
“How will hiring, expanding, or adding a partner affect our taxes?”
WHERE IT FITS
Part of an ongoing
advisory relationship.
Services work together. Here’s where this one shows up in our engagements.
ALSO AVAILABLE
Financial Clarity
Ask how this engagement could fit your business.
INCLUDED
Ongoing Advisory
Includes tax planning and decision support throughout the year.
INCLUDED
CFO & Value Strategy
Connects tax planning to financing, succession, and exit decisions.
Each engagement is tailored. Services, timing, and fees are confirmed in your written agreement. Compare engagements →
LET’S MAKE IT CLEAR
Questions about
proactive tax strategy.
Have a different question?
Let’s talk it through
LET’S TALK ABOUT YOUR BUSINESS
Put tax planning in the conversation early.
Bring the question you keep coming back to. We’ll start there.
Mike Rasmussen, CPAA free introductory conversation. No obligation.
EXPLORE MORE SERVICES
The right support,
at the right moment.
06
Business value & exit readiness
Understand the earnings, risks, and records behind your business’s value. Build a plan for a future sale, succession, or financing conversation.
Build toward your next chapter.01
Accounting & reporting
Reconciled books, a consistent monthly close, and financial statements you can understand. A dependable foundation for every conversation.
Start with numbers you can trust.02
Fractional CFO advisory
A part-time financial leader and ongoing sounding board. Work through pricing, hiring, investment, and growth with someone who knows your business.
Make the next decision with perspective.