Tax planning that happens before December 31.
Year-round proactive strategy for business owners and high-income professionals. We project your taxes, identify opportunities and implement them while they can still change the result.
Have a more complex tax or business situation? Start with a consultation.
A plan, not a return.
Every engagement is built around your income, entities and goals. No outcome is promised; every recommendation is modeled first.
- Current-year tax projection, updated quarterly
- Entity and S-Corp analysis
- Owner and executive compensation planning
- Retirement-plan strategy
- Estimated-tax planning
- Equity, real estate and investment coordination
- Year-end planning meeting before December 31
A defined process, every year.
- 01
Discover
Review prior returns, entities, income sources and goals.
- 02
Project
Build a current-year projection and identify opportunities.
- 03
Implement
Put the selected strategies in place with you and your advisors.
- 04
Review
Revisit quarterly and adjust as income and law change.
Tax planning is the T in our C.A.T. Framework. It works best when cash flow and assets are understood first. See the C.A.T. Framework →
Planning for complex incomes.
BigApple is best suited for business owners and professionals whose financial lives have become complex enough to require proactive planning.
BUSINESS OWNERS
Entity, compensation, cash flow and year-end strategy.
EXPLORE BUSINESS OWNER PLANNING →PHYSICIANS
W-2, 1099, practice ownership and investment planning.
EXPLORE PHYSICIAN PLANNING →HIGH-INCOME PROFESSIONALS
Equity, bonuses, investments and multi-state income.
EXPLORE HIGH-INCOME PLANNING →Tax planning questions
How is tax planning different from tax preparation?
Preparation reports what already happened. Planning makes decisions during the year, while they can still affect the outcome.
When should tax planning start?
Early in the year is best. Many strategies must be in place before December 31, and some have earlier deadlines.
Do you guarantee tax savings?
No. We model options and explain the trade-offs. Results depend on your facts and on decisions you make.
Will you work with my financial advisor and attorney?
Yes. Coordinating with your other advisors is part of the work.
Does tax planning include preparing my return?
Planning clients typically have their returns prepared by BigApple so the plan and the filing match.
RELATED SERVICES
Your tax plan determines what happens next.
SCHEDULE A CONSULTATIONTell us what you’re working on and we’ll determine whether BigApple is the right fit.