Tax Planning
Tax planning is what separates a real accountant from a once-a-year tax preparer. We build a custom, year-round strategy to lower your effective tax rate using entity structure, retirement, credits, and timing — so April is a non-event.
Year-round proactive tax planning to minimize your liability.
Tax planning is the year-round strategy of legally lowering your effective tax rate using entity structure, retirement accounts, credits, and timing. A small business accountant builds and updates the plan every quarter — so April is a non-event instead of a surprise bill.
What you actually get
Quarterly check-ins
Four planning meetings a year — not just one frantic call in March.
Custom strategies
Built for your income, entities, and goals — not generic advice.
Documented & defensible
Every position is supported by code section and case law.
Coordinated with your team
We sync with your financial advisor and attorney where needed.
Deliverables in every engagement
- Custom written tax strategy report
- Projected federal & state tax savings
- Entity structure recommendation
- Retirement contribution roadmap
- Quarterly estimated payment calculations
- Quarterly strategy meetings
This service is built for
Book a free 30-minute call
We'll talk through your situation honestly — and tell you if a different service fits better.
Schedule nowWhat does a small business accountant do for tax planning?
A tax preparer records what already happened; a small business accountant changes the outcome before year-end. Through quarterly planning, an accountant lowers your effective tax rate using entity optimization, retirement contributions, the QBI deduction, depreciation, and income timing — strategies you simply can't apply once the year closes. For owners earning $150K or more, the savings usually pay for the planning several times over, and every position is documented and defensible. Dushyant Hirwani Accounting builds a custom written strategy, meets with you quarterly, and coordinates with your financial advisor — serving small businesses across all 50 states remotely, with transparent fixed-fee pricing.
Tax Planning is one part of full-service small business accounting. Most clients pair it with monthly bookkeeping and year-round tax planning so their books, payroll, and taxes all stay in sync with one accountant.
| Doing it yourself | With a small business accountant |
|---|---|
| Hours lost every month | Hours back to run your business |
| Missed deductions & credits | Every deduction you qualify for |
| Deadline stress & penalty risk | Filed on time, every time |
| Guesswork on the numbers | Clear, reliable financials |
| No one to call about the IRS | Full representation included |
A simple, 4-step process
Discovery & data
Deep dive into income, entities, investments, and life events.
Strategy build
Custom plan with prioritized strategies and projected savings.
Implementation
We help you execute — elections, retirement accounts, entity restructuring.
Quarterly review
Adjust the plan as your numbers and life evolve.
Transparent fixed-fee pricing
No surprise invoices. Pick the tier that fits, or we'll quote a custom scope.
- Full strategy document
- Projected savings analysis
- One 60-min review call
- Email support 30 days
- Custom annual strategy
- 4 quarterly meetings
- Mid-year tax projection
- Unlimited email support
- Priority response
- Multi-entity coordination
- Equity & RSU planning
- Estate & trust integration
- Dedicated accounting team
Questions about tax planning
Still curious? Reach out — we reply within 24 hours.
Is tax planning worth it for me?
When should we start planning?
Will this conflict with my financial advisor?
What kind of savings should I expect?
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Book a free 30-minute consultation. We'll review your situation and outline a clear plan — no obligation.