Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.


We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.


Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.
Analyze Hundreds of Tax Planning Strategy Combinations and Finalize a Plan for Your Client

Let us help you with your tax planning, too!

Our proprietary tax planning software analyzes your tax returns and questionnaire data to automatically recommend proactive strategies. This includes calculations, descriptions, code references and the ability to add new custom strategies and combinations yourself within our accounting firm software.

Below are some of the strategies we analyze:


  • Entity Evaluation (Schedule C vs LLC vs Sub S vs C Corp)
  • Multi-Year Comparisons
  • Multi-Entity Comparisons
  • Deductions
  • Phaseouts
  • Credits
  • Individuals
  • Sole Proprietorships (Sched C)
  • Partnerships
  • Corporations
  • Override Deductions
  • Net Investment Income Tax
  • Transparent Calculations
  • Marginal & Effective Tax Rate
  • Custom Strategies
  • Current law vs. Biden’s tax proposals

We generate a Professional Tax Plan for you that compiles your customized tax planning strategy and recommendations into a report that contains the following:


  • Cover page
  • Table of contents
  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current year estimated savings
  • Future year estimated savings under current law and any new laws
  • Detailed list of strategies with supporting documents
  • Estimated savings per strategy

Let Us Help:

General Business Services’s 7 Keys to Lowering Shipping Costs

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Hiring a Consultant for Your Kearney Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

Mastering Your Kearney Business Phone Answering

How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Kearney business finances right now. Relatedly, what are your customer service goals for this year?One customer relations...

Accepting Crypto Payments in Your Kearney Business

First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our Kearney clients went through the wringer … others had their best year yet.From a personal standpoint, I think...

Succession Planning Strategy For Kearney Business Owners

The 2022 clock is almost at midnight.An end to a still somewhat crazy year — “the crazy” seems like our new normal, post-2020, am I right? There were a lot of challenges this year and they were … exhausting. Keeping up with the changes and adjusting to the economic...

Unick’s 8 “Right Now” Business Tax Moves

Ready for some yuletide cheer? Inflation might have hit its peak this year. So say the “experts.” That particular category of people hasn’t exactly covered itself with glory of late … so, we’ll see how that actually plays out for businesses in the coming...

Employee Gifts: Some Ideas for Kearney Business Owners

Time is counting down until the year is up and your tax impact opportunity window closes.And even if this is the busiest (and perhaps most profitable) part of the year for your Kearney business, opening up a little space in your calendar to talk about some year-end...

The New Congress and Your Kearney Business

This time of year means big things for Kearney businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday season, but...

Kearney Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a Kearney business owner (without falling...

Our (Early) End of Year Checklist for Kearney Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

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