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Tax Planning & Preparation

Year-round tax strategy that makes tax season completely predictable and uneventful. Exactly how it should be.

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.

Tax planning and preparation

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.

365

days of tax strategy

Not just the 30 days before April 15th

What's included

  • Business tax planning and filing
  • Personal business owner tax planning and filing
  • S-Corp application as necessary
  • Sales and use tax filing
  • Year-round strategy, not just April

Stop dreading tax season

Book a free call and let Ratio turn your taxes into a year-round strategy — not an annual scramble.

Get Your Free Proposal