Tax Planning Services
At Northwest Accounting & Tax Service, our experienced team, led by EA and LTC Suzanne Clem, helps individuals and small businesses take a proactive approach to managing their tax position. With proper planning ahead of filing season, you can reduce your tax burden, avoid costly surprises, and align your tax strategy with your financial goals.
Why Tax Planning Matters
- Tax laws frequently change at both the federal and state level. Staying informed helps prevent surprises.
- Financial decisions such as business structure, timing of income, and investment choices can impact your tax liability.
- A well-timed tax planning session can provide valuable clarity and reduce stress when it’s time to file.
Our Tax Planning Process
- Consultation and review
We begin with a focused, appointment-based review of your current income, deductions, business or investment activity, and any anticipated changes. - Customized tax strategies
During your planning session, we provide personalized guidance that may include:- Business entity and ownership structure review
- Timing strategies for income and deductible expenses
- Tax-efficient retirement contribution planning
- State and local tax considerations (Oregon and Washington)
- Year-end projections to prepare for filing season
- Implementation guidance
You’ll leave your appointment with clear recommendations and a list of next steps to help implement your tax strategy efficiently.
Who Should Schedule a Tax Planning Appointment
- Small business owners seeking to reduce year-end taxes and improve cash flow
- Self-employed individuals and contractors who want to maximize deductions
- Individuals facing significant changes like retirement, property sales, or inheritance
- Anyone anticipating a major tax event who wants to plan ahead and avoid surprises
What You’ll Gain
- A clear picture of your expected tax liability and how to reduce it
- Confidence in the tax decisions you make before the end of the year
- Tailored strategies that consider both federal and state tax impacts
- A summary of action items and timelines to keep you on track
Core Tax Planning Services
- Business entity and tax structure analysis
- Income and expense timing strategies
- Retirement plan contribution planning
- Oregon and Washington-specific tax guidance
- Year-end tax projection and strategy session
- One-time consultation with follow-up recommendations
Why Choose Us
- Over 40 years of combined experience helping individuals and small businesses
- Licensed Enrolled Agent and Oregon Licensed Tax Consultant on staff
- Local, personalized service with deep knowledge of Oregon and Washington requirements
- Integration with tax preparation and accounting services for comprehensive support
Ready to Schedule?
Tax planning appointments are offered on a one-time, flat-fee basis. Contact us today to schedule your session and get ahead of tax season with expert advice and clear guidance.