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Tax Planning Services

Plan ahead for a
tax-efficient
financial strategy.

Tax Planning Services Icon - Notion CFO & Advisors

Tax planning for businesses is a valuable tool to optimize financial stability and profitability. By staying informed about US tax laws, businesses can take advantage of deductions and credits to reduce their tax burden. By adequately structuring transactions and investments and forecasting future tax obligations, you can plan ahead, keep your business’s finances on track, and improve the financial health of your business.

Accountant calculating taxes for a business client.

Projections and ideas for tax minimization.

At Notion CFO & Advisors, we understand the challenges businesses face when it comes to tax planning. It can be daunting, confusing and stressful, especially when most business owners only hear from their tax accountant once a year. That’s why we work closely with our clients throughout the year to proactively provide tax projections and ideas for tax minimization.

Whether it’s in the 4th quarter or more frequently, we are here to help. Get started today by working with our team of Kansas City CPAs. Our tax specialists work with businesses nationwide and will develop tailored tax planning techniques for your industry to decrease liabilities and direct more revenue towards your bottom line.

Our Approach

Helping you minimize the tax headaches.

Tax planning should be proactive, not reactive. That’s why we start working with our clients in November to review their tax projections and develop strategies to manage their taxable income based on their specific situation, industry, and preferences. We understand that taxes can be a headache, but with our help, they don’t have to be.

Our team of expert tax accountants in Kansas City is dedicated to providing comprehensive tax planning services beyond completing returns on time. We work closely with our clients to minimize their tax liabilities and ensure financial security. And with our proactive approach to tax planning, we stay ahead of changes in tax laws and regulations, as well as identify opportunities for tax minimization throughout the year to avoid any surprises come tax time.

Team of accountants and a business client in a tax planning meeting

FAQS

Frequently asked questions.

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Business tax planning is the process of organizing and structuring a business in a way that minimizes its tax liability. This typically involves analyzing the tax laws and regulations that apply to the business, and making strategic decisions about how to structure the business, how to handle income, expenses, and investments, and how to take advantage of tax deductions, credits, and other incentives.

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Some common tax planning strategies for businesses include:

  • Choosing the right business structure (e.g., LLC, S Corp, C Corp)
  • Accelerating or deferring income or expenses
  • Maximizing deductions and credits
  • Taking advantage of tax-advantaged retirement plans and health savings accounts
  • Structuring business transactions and investments to minimize taxes
  • Taking advantage of tax incentives and credits -Staying compliant with tax laws and regulations.
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A business owner can ensure compliance with US tax laws and regulations by staying informed about the relevant laws and regulations, seeking professional advice when needed, keeping accurate and detailed records, and filing all required tax returns and payments on time.
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A business owner can minimize their tax liability by taking advantage of deductions, credits, and other incentives, by deferring income and accelerating expenses, and by structuring their business and transactions in a tax-efficient manner.
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A business owner can plan for taxes in the future by staying informed about tax laws and regulations and by working with a tax professional to develop a long-term tax strategy that takes into account the business’s current and future needs.
Notion are knowledgeable, responsive, and consistently provide ideas that bring value to my business.
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17

Tax Deductions for Small Businesses

Download this complimentary checklist to determine what small business tax deductions you can take advantage of for the tax season.

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