Tax Planning - Sunstone Bookkeeping

Individual Tax Planning

Payroll withholding and estimated tax payment reviews to avoid a big bill with your annual return
Maximizing eligible deductions including your retirement plan and HSA contributions options
Mid-year checkups to discuss life changes that might impact your taxes

Small Business Tax Planning

Small business retirement options
Advising on eligible deductions
Record keeping and retention guidance
De minimis safe harbor and depreciation planning for property and equipment purchases
Tax implications of entity selection: LLC/S-Corp/C-Corp.
Accountable plans to maximize deductions

For the small business entrepreneur, we recognize your need for an integrated approach that recognizes your business and individual tax planning are one-and-the-same.

Contact us to be sure you are paying the least amount of tax you legally owe!