Nearly every tax lever worth pulling has a deadline that falls before year end. Entity elections, adopting a retirement plan, timing fixed assets, deferring or accelerating income, charitable structures. By the time anyone is preparing the return, all of those decisions are behind you.
So we run a mid-year projection and a Q4 review as standard. Here’s what the year looks like, here’s what you’ll owe, and here’s which levers you can still reach with the time that’s left.
What you get
Numbers, not hand-waving
Every opportunity comes with a dollar figure, so you can decide on evidence.
Built around deadlines
Organised around the dates that close options off.
You and the business together
Owner and entity planned as one position, because that’s how the money really moves.
More than one year
A move that saves this year and costs more next year isn’t a saving.
How it works
Mid-year projection
A full-year estimate built from what’s happened so far, with a number attached.
Look at the options
Which levers your structure gives you, and what each one is worth in cash.
Decide in Q4
Choices made and carried out while the deadlines are still open.
File
The return reflects a plan instead of reporting an accident.
Common questions
Q3 for most businesses. Early enough that a mid-year projection means something, late enough that the year is reasonably predictable, and well ahead of the deadlines that shut down the useful options.
Planning works inside your current structure over the next year or two. Strategy asks whether the structure itself is right, so entity choice, ownership and jurisdiction, looking out over several years.
Tax Planning
Let's talk about tax planning.
Projections, timing calls and structural moves modelled during the year, while you can still change how it turns out.