Tax Preparation & Tax Planning

Filing is just the start. Planning is where you save.

Tax preparation and tax planning are not the same thing. Preparation looks back — planning looks forward. We do both, because filing accurately is important, but making smart decisions ahead of time is what truly saves you money.

Accurate, compliant, and handled with care.

Tax preparation might seem simple enough — until it isn’t. We see it all the time: clients come to us because their previous preparer missed something or didn’t do it right from the start. Filing your return correctly requires attention to detail, an understanding of current tax laws, and the right questions asked upfront.

We make sure your returns are prepared accurately and in full compliance so you can file with confidence.

How we help:

Federal and state tax preparation for individuals and businesses
Thorough review for accuracy and compliance
Clear explanations so you always understand your return
Reliable guidance from a CPA

This service is ideal for individuals and business owners who want their returns prepared correctly, with care and precision from the start.

Look ahead, save more, and stay ahead of surprises.

Tax planning helps you make informed decisions throughout the year, reduce what you owe, and avoid unnecessary penalties.

If your income fluctuates, your business is seasonal, or you’ve experienced life changes like marriage or starting a new venture, tax planning gives you clarity and control. We calculate your estimated tax liability, determine whether you should be making quarterly estimated tax payments, and design strategies to lower your overall tax bill.

Did you know there are penalties for not making estimated quarterly estimated tax payments or for paying the wrong amount?

Many people don’t even realize they’re supposed to be making them. We take the guesswork out by helping you understand what’s required and exactly how much to pay.

We’ve helped clients save $80,000 by identifying mistakes and $14,000 through a single strategy… just to name a few success stories. Imagine what could happen with a customized plan built around you.

How we help:

Strategic tax planning to project and reduce your liability
Calculation and guidance for estimated quarterly estimated tax payments
Insight into deductions, credits, and entity structure
Annual or quarterly reviews to monitor progress and update your plan

Tax planning can be done once a year or once a quarter, but quarterly sessions provide true foresight allowing you to adjust before it’s too late to make an impact.

This solution is ideal for business owners and individuals with fluctuating income, changing circumstances, or anyone who wants to take control of their taxes instead of being surprised by them.

Schedule an Introductory Meeting

Testimonial

"I've come to Ms. Desnoyers several times for our tax preparation needs. Not only is she knowledgeable, she's professional, courteous, and well-versed in current tax regulations. She is also willing to educate us as clients about how we can optimize our return for the upcoming year. I definitely will continue working with her for our tax needs."

— Daneshia P.

Need advice? Let's talk.

We are here to assist. Contact us by phone, email or via our social media channels.