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Tax Plan Wealth is here to help you fix you focus, fix your financials, and facilitate good decisions. Feel free to schedule a no obligation appointment with me so we can talk about the future of your business.

– Ron Fossum

Set an appointment using the link above, and read Ron’s list of the 14 most common mistakes that pierce the corporate veil and puts all your personal assets at risk!


Tax Planning Services

Table of Contents: Select a Tax Planning Service below

What is Tax Planning?

Tax planning is the analysis of a financial plan from the tax perspective. The goal of tax planning is to ensure tax efficiency for your corporation. Through tax-planning, all elements of your financial plan work together in the most tax-efficient way possible. It is an essential part of a corporation’s financial plan. Reduction of tax liability are crucial to your success.  

For a small business, minimizing the tax liability can provide more money for expenses, investment, or growth. In this way, tax planning can be a source of working capital. Effective tax planning increases your corporation’s cash flow, enhances net profits, and creates opportunities for growth, as well as reduces your current tax obligations. Through efficient planning and structuring of business transactions, we can help clients avoid overpayment of tax obligations and seize opportunities for growth. 

Our firm’s success is built on our relationships with our clients. We work closely with our corporate clients’ in-house personnel to better understand the company’s business and its tax planning needs and goals. Based on this understanding, we carefully tailor our tax planning strategies to address your specific needs. 

How Does Tax Planning Work?

After a simple 15-30-minute no obligation assessment, we will determine if we can substantially reduce your tax burden. If so, we will develop a tax savings plan utilizing our exclusive Tax Planning. Tax Planning provides a clear tax reduction plan that is customized specifically to you and your business. 

Sources of tax savings, along with implementation plans, are highlighted and summarized so you can be confident that the savings are real. You can expect that the total reduction of your taxes will be substantially higher than the cost of the service itself.  


Monthly Accounting Reconciliation

Bookkeeping involves the recording, daily, of a company’s financial transactions. With proper bookkeeping, companies can track all information on its books to make key operating, investing, and financing decisions. Proper bookkeeping gives companies a reliable measure of their performance. It also provides information on general strategic decisions and a benchmark for its revenue and income goals.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives, and independent professionals. Our rates are affordable. We are experienced and friendly. As a small business owner, you have your hands full running your business. Bookkeeping is the perfect thing to delegate to professionals – like us!  We know exactly how to take care of your bookkeeping needs so you can focus on more important things.

Bookkeeping services that we offer include:

  • Accounting Controls
  • Accounting System Setup
  • Accounts Payable
  • Accounts Receivable
  • Actionable Financial Reports
  • Bank Reconciliations
  • Catch-Up and Cleanup Bookkeeping Services
  • Sales Tax Collection, Filing, and Requirements
  • Tax-Ready Numbers

Benefits of using Tax Plan Wealth Bookkeepers:

  • Better Business Insight
  • Focus
  • Freedom from Supervisory Chores
  • More Profits
  • Peace of Mind
  • Relief
  • Tax Time Is a Little Less Taxing

Is Tax Plan Wealth a Good Fit for your Bookkeeping Needs?

Our bookkeeping services may be a good fit if you:

  • Are looking to switch bookkeeping service companies for any number of reasons.
  • Have outgrown your current bookkeeping solution and are looking for a new one.
  • Have problems with your current accounting system.
  • Have numbers that look wrong and you need professional help to resolve them.
  • Have books that are behind or out of control and you need help catching up.
  • Have hired bookkeepers in the past but it has not worked out.
  • Need layers of expertise and skill to do your books and to advise you on more technical accounting and tax matters.
  • Have bookkeeping employees, but you need additional support to help train, supervise, and check their work and perform more advanced bookkeeping tasks.

Our bookkeepers will always operate with your company’s best interest in mind. This includes using all proper accounting practices, to the best of their abilities, with the information provided. They will be required to advise you on acceptable practices to protect your business from fines or fees from the IRS or other applicable organizations. The bookkeeper will also be required to operate per the agreement of terms, as well as provide accurate management and financial reporting for your business in a timely manner.

Tax Plan Wealth is excited to make your tax worries vanish and build the best tax strategy for your company. If you are tired of hearing from your tax accountant once a year and are looking for more personalized care, Tax Plan Wealth would love to work with you.

It is your company, you need to know what is going on year-round, not just during tax-season. Without a plan, taxes can destroy the growth trajectory of any business. We will work diligently for your business and are always available to answer any questions that arise and address problems. You will never have to fear taxes again.

Tax Prepping with Tax Plan Wealth

A tax preparer is a professional that is qualified to calculate, file, and sign income tax returns on behalf of individuals and businesses. The tax preparer may also represent the taxpayer during IRS examinations of tax returns.

Tax Plan Wealth Services are not Cookie Cutter. We Customize Them to Meet Your Needs!

You need a skilled professional to keep your plans on track. Tax Plan Wealth does more than just prepare your tax return. When you partner with Tax Plan Wealth, we work with you all year long. Every quarter we analyze your tax strategy and meet with you to discuss all your options. From the moment you sign on with us, we put the best interest of you and your company first. You will know what your tax liability is and have a plan in place to manage it.

What information will Tax Wealth Plan need?

  • Financial statements, including details about your profits, losses, cash flow, assets, and expenses
  • Information on major assets bought or sold, such as equipment, buildings, or vehicles
  • Records of vehicle use for the business, including either the number of miles driven, or the actual operating expenses incurred
  • Details of office costs, including phone and Internet plans, office supplies, and property expenses
  • Employee payroll information

What can a Tax Plan Wealth CPA do for my Business?

A CPA is there to save your business time, but more importantly, their task is to save your business money. Not only do they make sure all your paperwork is in order and filed on time, but they make predictions and advise you on ways to save and invest that will generate income for your business. They will advise you through downturns and good times. They will also prepare regular financial statements and reports.




Let Us Help

Here at Tax Plan Wealth, we understand that all individuals, companies, and accounting systems are unique. We are a client-centered firm whose primary objective is to deliver value to those that we serve. We offer tax credit, tax incentive, and cost recovery services for corporations backed by our Tax Plan Wealth Guarantee. Our team of experts are well-versed in our respective fields are here to answer all your questions.  

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