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Tax Planning in Central Ohio
Tax planning helps you reduce surprises before the filing deadline.
Tax planning helps you reduce surprises before the filing deadline. We review projected income, estimated payments, entity structure, and deductions for individuals and small businesses in Columbus and surrounding Central Ohio — not just once a year at tax time.
What We Handle
- Estimated tax payment calculations (1040-ES)
- Year-end deduction and income timing review
- Entity structure evaluation (LLC, S-Corp, sole prop)
- Withholding adjustment guidance for W-2 employees
- Quarterly check-ins for self-employed clients
Pricing
Tax planning sessions are quoted based on complexity. A basic projection starts with a consultation fee — call for current rates.
Frequently Asked Questions
When should I start tax planning?
Mid-year is ideal, but any time before December 31 gives room to act. Self-employed clients benefit most from quarterly reviews.
Is tax planning separate from tax preparation?
Yes. Planning is advisory work to reduce future liability; preparation is filing the actual return. Many clients use both services.
Can you help me decide whether to elect S-Corp status?
We review your profit, payroll capacity, and filing costs to determine if an S-Corp election saves money in your situation.
Ready to get started? Call (380) 269-7408 or visit us at 3185 Morse Rd, Suite 15, Columbus, OH 43231. Walk-ins welcome Mon–Fri 9am–6pm and Sat 10am–4pm.