Strategy conversations that happen before decisions are made, not after the return is already filed.
Most tax work happens after the fact, reporting income and expenses that have already occurred. Tax planning is different. It is a forward-looking conversation about the decisions still in front of you, while there is still an opportunity to act, for both individuals and small businesses.
Life changes, income shifts, retirement contributions, and timing decisions that can affect your return well before it is time to file.
Entity structure, quarterly estimates, retirement contributions, and timing decisions that can affect your business taxes now and in future years.
It reports what already happened during the year that just ended. By the time your return is filed, many opportunities to influence that year's tax outcome may already have passed.
It is about making decisions during the year, while there is still time to consider available options, rather than waiting until after the year's tax consequences are largely determined.
A free discussion of your income, goals, and any decisions or life changes coming up.
David reviews your situation and identifies the moves worth making before year end or a key decision.
Revisit your plan as your income, business, or life circumstances change and additional planning needs arise.
Based in the Ogden area, David serves individuals and small businesses throughout Utah and beyond through convenient virtual consultations.