TAX PLANNING & STRATEGY

Weigh your options and plan your next steps

Effective tax planning is a year-round commitment, not just an end-of-year task. A proactive approach can help identify opportunities, anticipate obligations, and make better-informed financial decisions.

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WHEN PLANNING CAN HELP

Look ahead to what’s changing

A business decision or change in your personal finances may raise tax questions before the next return is due.

Planning gives you time to review the information available, consider possible approaches, and prepare for what comes next.

WHAT PLANNING COVERS

Review the decisions that affect your taxes

The review depends on your circumstances and the information available.

Identify

Review income, expenses, and available tax considerations

Evaluate

Consider how business structure and planned decisions may affect taxes

Prepare

Review withholding and estimated payments throughout the year

Adapt

Revisit the plan as your circumstances or tax rules change

TAX SERVICES

Planning services

The focus may be a business decision, a change in your personal finances, or planning for the year ahead.

Business Tax Consulting

Discuss tax considerations related to your business operations and decisions

Strategic Tax Planning

Review possible approaches based on your circumstances, available information, and applicable requirements

Year-Round Planning Support

Revisit planning questions as circumstances change during the year

Compliance & Advisory

Consider how planning decisions relate to personal and business filing requirements

EXAMPLES OF MORE DETAILED PLANNING

When a closer review may help

Some questions call for more detailed analysis. The relevance of these examples depends on the facts and circumstances.

Considering an S corporation

Review whether an S corporation structure may fit, including owner compensation and other tax considerations.

Cost Segregation Analysis

Explore accelerated depreciation considerations for qualifying real estate assets and their potential effect on tax deductions and cash flow.

A SIMPLE APPROACH

Start with your situation

Understand

Discuss your current situation and goals

Evaluate

Review the relevant information and tax considerations

Plan

Identify possible next steps based on the decisions ahead

LET'S CONNECT

Have a tax planning or strategy question?​

Request a complimentary consultation to discuss what you’re looking for.

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Looking for Small Business Financial Advisory & Hands-On Support?

AstrixPrime Advisory Services helps small business owners understand their numbers and take action through bookkeeping, financial reporting for internal business use, budgeting and cash flow planning, business setup, and systems support.

AstrixPrime Advisory Services is a separate business under common ownership with J Joy CPA PLLC. AstrixPrime services are provided under a separate engagement agreement and are not services of J Joy CPA PLLC.

AstrixPrime Advisory Services: This firm is not a CPA firm and its services are not regulated by the Texas State Board of Public Accountancy.

AstrixPrime does not provide tax return preparation or attest services. J Joy CPA PLLC provides tax preparation, tax planning, and accounting support through its separately licensed CPA firm.

AstrixPrime Advisory Services