Tax Planning & Preparation

Business and owner tax planning throughout the year, with preparation grounded in current books.

Quarterly

planning conversations

Adjust the plan while there is still time to act.

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 adjusts as owner payroll, distributions, investments, and estimated company profits change.

The team reviews options such as pass-through entity tax elections where they apply, then carries the plan into preparation and filing.

How the year works

1
Early year
Confirm filing inputs, owner payroll, and the assumptions behind the year's plan.
2
Each quarter
Review actual profit, estimated payments, distributions, and changes in the business.
3
Before year-end
Make time-sensitive decisions while payroll, contributions, and purchases can still be changed.
4
Filing season
Prepare the returns from books and decisions the team has followed throughout the year.

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.

tax conversations a year

One every quarter, adjusting payroll, distributions, and estimated profits as you go

Get a tax plan that runs all year.

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