Want a tax plan for your business? We'll build it with you.
Small business tax planning, before the year closes.
Answer four questions, then we call about this year.
We plan the year while it is still open.
Your tax plan is ready to start. Where should we reach you?
Open the rest
How the owner tax plan works
- Answer four questionsAbout a minute on the business, the books and the timing.
- Pick a timeA free 30-minute video call with Steven Palmieri, a Tax CFO. Last year's return helps if you have it.
- Leave with the first movesThe decisions still open this year, and which ones can wait until January.
A plan is a short list of decisions, made on time.
On the 30-minute call we go over last year's return and a recent month with you. You hear what a Tax CFO would still change before December 31, and what is already set.
The planning call costs nothing. If you want the month kept after that, you see the price first, as a retainer or a fixed project. The same practice keeps your books in QuickBooks Online, sets up payroll with the provider you pick, and can join a call with your banker when the plan needs it.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the owner tax planQuestions people ask first
Is the planning call really free?
Yes. The 30-minute call costs nothing, and nothing is signed on it. Ongoing planning, if you want it, is priced before it starts.
What do I leave with?
You leave with the moves still open this year, in plain words, and a straight answer when a move is already too late.
Who is on the call?
Steven Palmieri, Tax CFO, the Entrepreneur's CFO. The same person who plans your year stays on the work.
What if the books are behind?
Say so in the questions. We catch up the months the plan needs, so your December decisions rest on real numbers.