Tax Planning & Preparation
Year-round tax strategy that makes tax season completely predictable and uneventful. Exactly how it should be.
365
Days of tax strategy
Not just the 30 days before April 15th.
Taxes are a year-round conversation
Ratio takes a year-round approach to tax strategy and management. Taxes should not be discussed once per year, as with most accountants, but an ongoing quarterly conversation that makes adjustments based on the owner's payroll, distributions and estimated company profits.
We make sure owners take advantage of the PTET (Pass-Through Entity Tax) where available. Our goal: a completely predictable and uneventful tax season.
We're in the business of growth
Our clients pay taxes. Why? Because we are in the business of growth and profits. Sure, there are accountants that can assist you in losing money to minimize your taxes. We strive for financially successful clients that are profitable and fully expecting their tax liability.
Tailored strategies for every situation
Accelerating deductions, deferring income to future years, utilizing tax-loss harvesting, and maximizing retirement contributions are part of everyone's tax plan. Other strategies are specific to individual personal choices, investments, status of children, time to retirement, property ownership and sale, and a host of other considerations.
We handle both business and personal tax planning for business owners, S-Corp applications as necessary, and sales and use tax filing. No surprises. No scrambling to make last minute changes at year's end.
4
tax conversations a year
One every quarter, adjusting payroll, distributions, and estimated profits as you go
Get a tax plan that runs all year.
Book a CallWhat's included
Stop dreading tax season
Book a call and let Ratio turn your taxes into a year-round strategy instead of an annual scramble.