Tax Strategy
Planning that happens while the year is still open, documented in a Tax Savings Roadmap and followed through every quarter.
Reports what already happened. Accurate, on time, complete. Essential, but by the time a return is prepared the year is closed and most decisions are locked.
Decides what should happen before the year closes. Retirement contributions, entity and payroll choices, estimated payments, timing of income and purchases, reviewed against your facts, documented and followed through.
A preparer sees in March that a client could have funded a retirement plan in December. A planner sets that up in September.
Every strategy engagement runs through the same five steps and ends in a written Tax Savings Roadmap, not a PDF you forget.
We gather prior returns, year-to-date income, books, payroll, estimated payments, retirement contributions, entity details, rentals and planned purchases.
We find legitimate opportunities and risks, and we say which ones you are eligible for.
We write the strategy with the federal and Georgia effect, the cash required, the paperwork and the deadline for each item.
Action items with dates and owners, tracked to completion.
Quarterly reviews so the plan survives contact with real life.
One document with every section in the same order, and a status on every recommendation (Proposed, Accepted, Declined, In Progress, Completed or Deferred) so nothing is forgotten.
We never recommend a strategy because it is popular online. Each one is checked for eligibility, federal and state effect, cash flow, administrative cost, recordkeeping, deadlines, documentation risk, interaction with other strategies and long-term impact. We show the cost, cash and paperwork before you decide.
Pricing depends on complexity. Every engagement starts with a written proposal that shows the exact price before any work begins.
Who this is for
From the first rental to a growing portfolio or a short-term rental.
Law practices, consultancies, agencies and other professional firms.
This service is one step in the EZ Financial Fitness Experience. Not sure it is the right first step? A free consultation will tell you.
The last 2026 estimated payment is due Friday, January 15, 2027. Who has to pay, how the federal safe-harbor rules work, and what Georgia does differently.
October 8, 2026 · 7 min read
Preparation reports what already happened. Strategy decides what should happen before the year closes. Here is how to tell which one you need, and when.
October 8, 2026 · 6 min read
Generally, if you expect to owe $1,000 or more in federal tax after withholding and credits. Georgia has its own test based on income not subject to withholding. The final payment for 2026 is due Friday, January 15, 2027. We calculate your amounts as part of tax strategy or a standalone projection. We do not send generic numbers.
Preparation reports what already happened and files it accurately. Strategy decides what should happen before the year closes, such as contributions, entity and payroll choices, estimated payments and timing, and writes it down with deadlines. Preparation looks backward. Strategy looks forward.
It depends on complexity, which is why every engagement starts with a written proposal showing the exact price before any work begins.
Book a complimentary 20-minute conversation. No documents and no obligation, and you will leave knowing your next step.
