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Tax planning · Dallas–Fort Worth

Tax planning that happens before December 31.

By April 15 your tax bill is largely fixed. By December 31 most chances to change it have passed. We project your income mid-year, find what can still move, and help you act on it.

Book a discovery callTry the tax planner
The planning year: projection in MAR, mid-year check-in in JUN, estimate review in SEP, year-end moves in NOV, all before December 31.MAR: Projection. This year’s income, modeled before it’s earned. JUN: Mid-year check-in. What changed, and what it means for estimates. SEP: Estimate review. Quarterly payments set to what you actually owe. NOV: Year-end moves. Decisions made while December 31 is still ahead.THE PLANNING YEARJANDEC 31MARProjectionJUNMid-year check-inSEPEstimate reviewNOVYear-end movesAfter December 31, most chances to change the bill have passed.

The difference

Preparation looks back. Planning looks ahead.

Tax preparation records what already happened. Tax planning makes decisions while you still can. The real work happens mid-year, when we project your income, find the opportunities, and put strategies in place that legally reduce what you owe.

We meet quarterly instead of waiting for tax season, so nothing waits until it’s too late to change.

How it works

Five steps through the year.

  1. Comprehensive review

    Your current situation, prior returns, income sources and goals.

  2. Multi-year projection

    Your tax modeled across several years to find timing and bracket choices.

  3. Written plan

    Specific strategies with the steps to put each one in place.

  4. Quarterly check-ins

    Progress tracked, plans adjusted when your year changes.

  5. Year-end review

    A November review so the last moves happen before December 31.

Who it’s for

People with choices left to make.

  • Business owners: LLC, S-Corp and partnership owners with room to time income and choose structure
  • High-income professionals: doctors, lawyers, consultants and executives
  • Real estate investors: depreciation, 1031 exchanges and cost segregation
  • Pre-retirees: Roth conversions and distribution planning
  • Equity compensation: ISOs, NSOs, RSUs and ESPP timing

Pricing

Pricing explained before work begins.

Every engagement is scoped on the discovery call, then priced in writing before anything starts. What sets the scope:

  • How many income sources you have
  • How many business entities
  • How complex your investments are
  • Whether estate planning is involved
  • How often decisions come up during the year

Already a client? A one-hour Tax Strategy session is $275, invoiced separately after booking. Book it here.

Questions

About planning.

When is the best time to start tax planning?

Mid-year, June to September, gives you visibility into the year’s income with months left to act. We take clients year-round; even November leaves room for some moves before December 31.

What’s included in a tax planning engagement?

A review of your situation, multi-year projections, a written plan, quarterly check-ins, a year-end review, and help putting the plan in place, such as entity elections and retirement plans.

How is this different from tax preparation?

Preparation records what happened and files the returns. Planning makes decisions that change what happens next. We do both.

From a client.

Reviews on Google

Krystal is highly knowledgeable when it comes to complex tax matters. As a newly formed LLC, we encountered several challenges with bookkeeping and tax compliance. Krystal guided us through every step with patience and clarity, helping us stay organized and confident in our filings.
Hanxiang WuGoogle review · 5 stars

Talk it through with Krystal.

Fifteen minutes on whether planning fits your year. Krystal calls you.

Book a discovery call