Tax planning & preparation.

FigureWise connects tax preparation with current, reconciled books. We review the year, prepare returns and discuss planning decisions while there is time to act, with recommendations based on your financials.

1. 01

   Plan before year end

   We review year-to-date results and relevant decisions about purchases, contributions and estimated payments.

2. 02

   Close the year

   We reconcile asset and loan balances and review owner transactions so preparation starts with a reliable trial balance.

3. 03

   Prepare and review

   Technology helps assemble workpapers and flag questions. A preparer builds and reviews the return.

4. 04

   Explain and file

   We walk through the return and the amount due or refundable before filing.

5. 05

   Plan the next period

   We review estimated payment needs and carry relevant findings into the next planning conversation.

• Owners who want bookkeeping and tax preparation to work together
• Businesses preparing for year-end planning decisions
• Companies that need clean records before filing
• Owners reviewing quarterly estimated payments

Annual tax filing and annual tax strategy planning are included in the Strategy plan. Other tax engagements are quoted after a review of your books, prior-year return and required scope.