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Before the return

Tax Planning

Tax planning is a working session, not a promise of a lower bill. We review the year so far, your entity, and the way your records are kept, then list options for you to decide. We take on fewer planning sessions so each one stays careful.

Book an Appointment

What's included

What we handle as part of this service.

  • Review of year-to-date income and expenses you provide
  • A look at estimated payments already made
  • Questions about entity type, payroll, and owner draws
  • How your accounting file is organized
  • A written list of options and documents to gather
  • No projection treated as a guaranteed result

Who it's for

If this sounds like you, we're a good fit.

  • Owners who want a mid-year check
  • Businesses choosing how to pay themselves
  • Clients whose books need to be usable before planning
  • Families with self-employment income

Documents you'll need

Bring (or upload) these so we can get started quickly.

Not sure? We share a tailored checklist after the consultation.

  • Year-to-date profit and loss, or the statements behind it

  • Last year’s filed return

  • Records of estimated payments

Our process

How we work with every client.

  1. Send the year so far

    You share the return, books, and estimates you already have.

  2. Review the business

    We look at entity, payroll, and how the records are kept.

  3. List the options

    You get a written list. You decide what to do. Nothing is guaranteed.

Stanza Tax Services office ready for your appointment

Ready when you are

Ready to get organized? Book an appointment today.

Pick a time that works for you — in person at San Pablo or Concord, or fully remote.

Book an Appointment510-778-1579

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Bookkeeping Services

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Business Tax Preparation

Returns for sole proprietors, LLCs, S-Corps, C-Corps and partnerships.

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