Tax Planning for Small Business Owners Book your free 30-minute tax planning call
Pick a time that suits you. Bring last year's return if you have it, and we'll look at this year with you.
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What happens on the call
Steven Palmieri looks at last year's return and your numbers so far this year with you. You hear which planning moves fit your business, which ones you already use, and which ones still count before December 31. You leave with the next steps and their dates.
It's a free video call, and it runs 30 minutes. There's nothing to sign. If you want help after it, you see the price first.
What to bring
Last year's return, and access to your books or a rough idea of this year's profit. If you're an S corp owner, your payroll so far this year helps too. Our page on what to bring has the full list.
Who you'll talk with
You'll talk with Steven Palmieri, a Tax CFO and the Entrepreneur's CFO. The same practice keeps books, builds tax plans and prepares returns for small business owners, so the answers you get on the call are the ones the work would follow.
What you'll leave with
A short list of the planning moves that fit your business, with the date each one is due. For many owners that's two or three items, such as a salary to set, a retirement plan to open, or an estimate to change. You'll also know roughly what each move is worth, and whether your books are ready to plan from.
If you'd like help making the moves, you'll hear how the work is priced, as a monthly retainer or a fixed-fee project, before anything starts.
If the calendar won't load
Send a note with the form at the bottom of this page, and tell us a day and time that work for you. We'll book the call for you.
If you book first and find your papers later
Send them through the form on any page and mention your booked time. We'll look before the call, so we can spend more of it on your plan.
Rather send a note first?
Tell us what the business does and when you'd like to talk.
You will be talking to the Steven Palmieri practice.
