Services

Tax Planning

Change doesn’t happen on its own. It takes time and careful planning. We’ll help you create a long-term tax strategy that integrates your personal and professional goals while accounting for your unique circumstances.

Why Do I Need a Proactive Tax Strategy?

Our tax planning services are ideal for business owners with big plans who need more cash in their lives. We’ll help you develop a plan and schedule regular check-ins to implement your strategy, move tax-free cash, and pay yourself more without compromising your goals and objectives. For those new to tax planning, we promise to help you reduce your taxes by 30% or more within the first year.

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Tax Planning will help if you’re:

  • Earning over $100,000 per year

  • Paying too much in taxes

  • Selling your business

  • Subject to Capital Gains

  • Have Real Estate Investments and Passive Loss Utilization

  • Restructuring Your Business or Planning a Trust

  • Acquiring a Business 

  • Growing Quickly

  • And More

Benefits

Savings

Put more cash in your pocket immediately by maximizing your deductions and credits.

Planning

Reduce your tax liability over time with proactive long-term strategies.

Time

Reserve more time for the things that matter: your business, your family, your impact.

Growth

Gain insights to help structure your business, manage your cashflow, and plan for the future.

  • "RBA can spot an inefficiency a mile away. They have helped me steer my business at every major crossroad – in smart, deliberate ways."

    Katherine B.

  • “I haven't had this personable experience with any CPA before I met Ronica. Today our taxes are on track and we are working on tax planning.”

    Lucy K.

  • "RBA put me at ease with the confidence of knowing that we were in capable and experienced hands. Their advice over the years has been quite sage and relevant to us."

    Jacqui C.

  • “Ronica has done my business and personal taxes for the last several years. She is very professional and clearly explains everything.”

    Nadine R.

  • “Ronica is professional, thorough, and creative. She is knowledgeable about business strategy and has been valuable to my team.”

    Timothy H.

  • "In the first year of using RBA for tax planning, I saved over $3,000 and for the next 12 months, I would have saved well over $10,000. That's quite of money I can put back into my business or in my pocket."

    Chris R.

  • "The greatest benefit about working with Ronica is that I was able to focus on growing my business as opposed to trying to figure out a tax plan."

    Walter I.

  • "Ronica took our accounting and business planning to a new level. She brought tips, insights and savings that are typically used for large corporations and applied it to our small business."

    Nicole C.

  • "My previous accountant was not doing my taxes correctly for my S-Corp. I had no idea. RBA got me in-line with IRS rules and saved me money!"

    Karen L.

  • "Ronica has been patient with me at every step of the way, explaining laws applicable to my situation and providing examples to make sure I understand where I am and where I'm going."

    Christa T.

  • "RBA is both timely and thorough. Also, I find thier use of secure online business tools convenient as they eliminate the need for in person communication."

    Lionel W.

  • "Ronica is a consummate professional who helped me gather together all of my tax information and complete my return flawlessly."

    Denise E.

  • "RBA has helped us and guided us towards making the right tax decisions; ones that meet our needs for not just the current year, but also with an eye towards our future."

    Jim F.

  • "I would recommend Ronica to business owners who need to better understand current cash flow needs and develop strategies to convert accrued revenue into cash in accounts."

    Keith H.

  • "When I first hired Ronica, I was interested in getting taxes done. However, that was just the start of a powerful relationship in business growth."

    Nicole K.

Frequently Asked Questions:

  • Yes! Combining your personal and business expenses allows us to develop a more holistic tax strategy that maximizes deductions and credits while minimizing your overall tax liability.

  • If you feel like you may be paying too much in taxes, you will benefit from Tax Advisory Services.

    The intricacies and nuances of tax code can be complicated, and tax professionals aren’t always the best at explaining your options or identifying opportunities to help you save money. By the time they’ve started preparing your taxes, most of the opportunities to save are already past.

    Our advisors work with you year-round to develop and implement proactive tax strategies that help you save money and accomplish your unique goals.

  • Tax preparation is an important part of the process, and one we include with all of our services. One thing we’ve noticed, however, is that if you wait until tax season to start thinking about your return, most of the opportunities for saving have already passed. For that reason, our services emphasize proactive strategies that are designed to get ahead of your taxes and maximize your return.

  • Based on our initial discovery call, we’ll put together a custom proposal designed to give you and your business the expertise you need. Once that is approved, we’ll begin onboarding. For bookkeeping, this includes a setup meeting as well as a meeting where we discuss our approach to bookkeeping and why we do things the way that we do. Afterwards, we’ll publish financial reports each month for you to review and will continue to be available to discuss any questions or concerns.

    If financial analysis is a part of your package, we’ll schedule quarterly meetings to discuss specific financial topics relevant to your business, such as budgeting, forecasting, key performance indicators (KPIs), and more.

    If CFO services are a part of your package, we’ll meet monthly to discuss and implement strategies that optimize your cash flow.

    As tax season approaches, we’ll build on the work we’ve done throughout the year to prepare your taxes and maximize your return.

  • Normally, you can deduct all “ordinary and necessary” business expenses. However, tax law stipulates which expenses are “ordinary and necessary” based on the type of business you operate. Our tax experts will help maximize your deductions based on your industry, gross income, and other factors unique to your circumstance.

Tax Planning Resources:

Tax Reduction Guide:
5 Steps to save $50K or more on your taxes

The best way to have more cash is to take a deduction without spending your cash. Most deductions will cost you money, so it’s extremely important to find ways to create deductions that will return money to you.

This free download reveals the 5 most important steps you should use to get your predictable savings each tax year and more cash in your bank account.

Download Now →

Schedule a call with one of our advisors to learn how tax planning can help you save 30% or more on your taxes.

Schedule Your Free Call →