Small Business
Tax Planning & Preparation Services

Ensure you are taking all deductions and credits you are eligible for

Year-Round Tax Planning Will Save You Money

One of the biggest mistakes that small business owners make is waiting until the year is over to start making tax planning decisions. By that time, it can often be too late and opportunities can be missed. Involving an accountant in your bookkeeping and financial situation throughout the year will result in more strategic tax decisions that can save you money. Here are some of the ways that year-round tax planning can help your business:

tax credits

 Receive timely information about tax credits that you qualify for as soon as they become available. Many businesses don’t apply for tax credits because they simply aren’t aware of them. Our year-round tax planning services will help you stay informed about tax credits as soon as they become available.

depreciation decisions

Use up to date financial information to make decisions about depreciation and asset purchases before year-end. Many businesses immediately take as much depreciation as possible each year without really evaluating the decision. We can help you understand the implications of taking bonus depreciation and section 179 depreciation. This allows you to plan your large deductions for years with greater tax liability, helping you save money at higher rates.

cash flow

Improve your business’ cash flow by being informed about future tax liabilities well before any cash outlays. Many businesses operate all year without thinking about potential tax liabilities. When the end of the year comes, they often find out that they did not put enough money aside for taxes. Let us guide you through the year and inform you of your potential liabilities before it is too late. Use that information to strategically plan your borrowing and repayment of business debts.


Margaret BurkeMargaret Burke
01:20 07 Sep 22
I used to do my taxes myself using a software. In the last couple of years, however, my taxes became more complex due to a health crisis. Casey was recommended as a tax accountant that could help, and he did...a lot. He has handled my taxes and helped me with recommendations to avoid and/or prepare for negative financial consequences. He is efficient and thorough and his customer service skills are great. Hoping that my taxes become more simple, however, I will continue to utilize his services as it makes that time of the year much easier to take. Thanks for all of the help Casey!
00:38 17 Aug 22
We have been using Casey for our business accounting and taxes, as well as our personal taxes, for over two years. He is one of those rare tax accountants who has all the knowledge but can still speak to his clients in layman's terms. We find Casey to be collaborative, proactive, trustworthy, and easy to work with. Highly recommend! Did I mention reasonably priced?
Dilek McCombsDilek McCombs
18:25 11 Aug 22
I highly recommend Casey for personal / business tax and accounting services. He is a skilled professional who goes above and beyond to provide excellent customer service and timely feedback as well. I appreciate his thorough and efficient work that is customized for specific client needs.
Dana WoodDana Wood
19:16 09 Aug 22
Casey is an extremely competent accountant. Efficient, affordable and thorough. He is a pleasure to work with and I would highly recommend his services.
Matthew SlavikMatthew Slavik
18:18 09 Aug 22
I have been using Casey as my accountant for my painting business for the last year and I can’t tell you how great he is with his services. Always quick to respond if I have any questions and gives me my monthly financial statements so I can see where my business is heading. Definitely deserves the 5 stars. Highly recommend.
James SakoJames Sako
18:06 09 Aug 22
You can tell Casey cares about his clients, you are not just another number in his book of business. The quality/service provided makes the price he charges a no-brainer. Not to mention the cooler in his office is always stocked. I hope Casey does this for a long time because I don't plan on ever finding a new CPA/Tax Expert.
Jennifer SlownJennifer Slown
17:43 09 Aug 22
We selected Casey to be our tax expert and manage our bookkeeping this past year and couldn't be more thrilled with his services. He always makes time for our questions and give us peace of mind with his expert tax knowledge. Highly recommend him for all your business and personal tax needs!
Astraea CleaningAstraea Cleaning
17:50 05 Aug 22
I found Casey Moss doing a google search. I was late filing taxes past the deadline without an extension because my previous accountant dropped the ball on me and didn’t take care of my business taxes. Anxious that I needed to take care of my taxes because have never been late, luckily Casey was there to handle my situation and put me at ease. He was professional, responsive, attentive to details and quick on processing my taxes. Casey is very knowledgeable and gave me great advice about my taxes and what is the best way to file taxes for my business. An experience that was informing, educating and professional all the way. Casey is reliable and you can trust him to take care of your individual or business taxes without missing a beat. Based on that I will be filing taxes with Casey Moss moving forward. I referred my parents to him and would refer anyone else to him. Thank you Casey!
Casey is the best accountant I've worked with to date. He's responsive, patient, and efficient. He does my bookkeeping and has saved me more time (and taken away a lot of stress). He is worth every penny. I find myself trying to "do better" so that I can stay in line with his standards of excellence. THANK YOU, CASEY!
Jordyn BeckJordyn Beck
04:51 01 Mar 22
Casey was incredibly professional and knowledgeable when doing my personal tax return. Got my return in about 10 days and it couldn't have been an easier process. Very reasonable pricing for what is offered and I would recommend his services to anyone needing help with their taxes!

Frequently Asked Questions

To prepare your taxes, our team will need an income statement, balance sheet, detailed general ledger from your accounting software, and a copy of your prior year return. If your books aren’t in good shape, you can always engage our bookkeeping clean-up services to get things in order.

Yes! We will prepare and electronically file all federal and state tax returns for your business. E-filing is a secure, fast way to get your tax returns processed.

Our team can provide a tax projection to any client. Common requested documents include financial statements (or access to your Quickbooks file), recent pay stubs, and a copy of prior year business and personal tax returns.

Since all businesses are different in size and complexity, pricing varies. However, you can book your free consultation today to get more pricing information and know what to expect.

If you are a monthly bookkeeping client, your tax planning services are generally included in your fixed monthly price. If you are looking for stand-alone tax planning services, these are simply billed by the hour for the work completed.

Yes! We specialize in S-corporation tax planning, but can help C-corporations, partnerships, LLC’s, and sole proprietors with their tax planning.

Get a Free Tax Consultation for Your Small Business Today!

Tax planning is one of the most important services you can engage in when working with an accountant. We can help you understand where your tax liabilities come from, how to minimize them, and how to plan for years to come. Book your free consultation today to learn more about our tax planning services and how much they can help your small business!

Get Started Today!