Planning & Accounting

Let’s find your peak.

Designed for business owners and high-income earners, our Olive Green subscriptions allow us to deliver valuable tax planning and avoidance strategies while performing essential tax and accounting functions.

Olive Green™

If you’re looking to reduce tax exposure or manage accounting needs, choose an Olive Green™ subscription for year-round support from a Licensed Tax Advisor. We offer three packages:

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Elevation.

Built for growing businesses looking to reduce their tax exposure while managing their accounting needs.

  • Receive a Quickbooks® Online Essentials account plus monthly bookkeeping, financial reporting, and tax guidance.

    Available in our Elevation & Summit packages.

  • Maximize tax avoidance strategies with quarterly sessions from a Licensed Tax Advisor.

    Available in our Elevation & Altitude packages.

  • Receive customized, annual plans full of strategies to minimize your tax bill. Most of our clients save more than they spend!

    Available in our Elevation & Altitude packages.

  • Keep your business current & compliant with annual federal and state tax returns we’ll defend, if needed.

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Summit.

Built for young businesses looking to manage their accounting needs.

  • Receive a Quickbooks® Online Essentials account plus monthly bookkeeping, financial reporting, and tax guidance.

    Available in our Elevation & Summit packages.

  • Keep your business current & compliant with annual federal and state tax returns we’ll defend, if needed.

A man sitting on a black leather couch, working on a laptop, in front of large floor-to-ceiling windows with a city skyline view.

Altitude.

Built for high-income earners looking to reduce their tax exposure.

  • Maximize tax avoidance strategies with quarterly sessions from a Licensed Tax Advisor.

    Available in our Elevation & Altitude packages.

  • Receive customized, annual plans full of strategies to minimize your tax bill. Most of our clients save more than they spend!

    Available in our Elevation & Altitude packages.

  • Keep your business current & compliant with annual federal and state tax returns we’ll defend, if needed.

Older man sitting at a wooden table in a coffee shop, facing the window, with coffee and glasses on the table, illuminated by hanging pendant lights.

Annual Services

If you’re looking for these services without year-round support, purchase an annual Tax Avoidance Plan or add Books & Tax Accounting to your Income Tax Return.

  • Receive a customized, annual plan full of strategies to minimize your tax bill.

  • Receive bookkeeping, financial reporting, and tax guidance for any number of months.

 FAQs

  • Tax planning is the process of organizing your financial affairs to legally minimize your tax liability while meeting your financial goals. It involves making strategic decisions about income timing, deductions, investments, and major financial moves throughout the year rather than just at tax time. Effective tax planning can save you thousands of dollars annually and help you keep more of your hard-earned money for retirement, emergencies, or other goals.

  • Tax planning should be a year-round activity, not something you do only during tax season. The best time to implement most strategies is before December 31st of the tax year. However, some strategies like retirement contributions can be made until the tax filing deadline (typically April 15th). Starting early gives you more options and time to implement complex strategies.

  • Tax preparation is the process of completing and filing your tax return based on what already happened during the year. Tax planning is proactive strategizing throughout the year to minimize future tax liability. Think of tax preparation as looking backward and tax planning as looking forward. A good tax professional does both.

  • Simple tax situations can often be handled with basic planning using online resources and tax software. However, you should consider professional help if you have complex investments, own a business, have multiple income sources, face major life changes, or have a high income. The cost of professional advice often pays for itself through the tax savings identified.

  • Common mistakes include waiting until December to think about taxes, not maximizing retirement contributions, failing to track deductible expenses throughout the year, missing deadlines for estimated tax payments, not considering the tax implications of investment decisions, and overlooking available credits and deductions. Another major mistake is making financial decisions based solely on tax considerations without considering the overall financial impact.

  • Tax savings vary greatly depending on your income, tax bracket, and current tax efficiency. Some people might save a few hundred dollars through better planning, while others could save thousands or even tens of thousands annually. High earners and business owners typically see the largest absolute savings, but even modest-income taxpayers can often reduce their tax burden by 10-20% through proper planning.

Still not sure? Schedule a free Tax Strategy Call below.