Tax Planning for Individuals and Business Owners

Proactive Tax Planning

Tax planning focuses on decisions that can still be changed before a return is filed. CPA of Denver works with individuals and business owners to estimate liabilities, identify opportunities, and avoid preventable surprises.

Planning Topics

• Quarterly estimated tax payments
• S corporation compensation and distributions
• Retirement plan contributions
• Entity structure
• Capital gains and losses
• Real estate transactions
• Equipment purchases and depreciation
• Charitable giving
• Multi-state activity

Planning That Connects to Compliance

Because planning and return preparation are handled together, recommendations can be implemented consistently and reflected correctly on the filed returns.

Frequently Asked Questions

When should tax planning begin?

Tax planning is most effective before the end of the tax year, although planning can be useful at any time when income, ownership, or business activity changes.

Related Tax Services

• Individual Tax Preparation (Form 1040)
• S Corporation Tax Return Preparation (Form 1120-S)
• Estimated Tax Planning