Plan the year before it ends.
The Strategic Tax Blueprint: your year looked at while there is still time to act, and a written plan you keep.
Who it is for
When the return is the wrong time to find out
A tax return reports a year that is already over. Planning looks at the year while choices are still open — the timing of income and expenses, retirement contributions, how a business is set up.
Business owners
S corporations, partnerships and sole proprietors, with the owners’ own returns planned alongside.
A big year
A sale, a new business, a move, retirement or an inheritance — the years when one decision moves the tax most.
Every year, on a schedule
A planning meeting before year-end, so next April holds no surprises.
How it works
Four steps, and a plan you keep.
We describe each choice and what it takes. You decide what to do.
Gather the year so far
Your figures to date and what you expect for the rest of the year.
Estimate the tax
An estimate of this year’s federal, Ohio and local tax as things stand.
Meet and talk it through
At the office or by video: the choices the law allows, and what each would take.
A written plan
The plan in writing, the dates that matter, and a check-in later in the year.
The people who do this work
Talk with the people who plan with you
Jason Bradford, CPA
Founder
Andrew Conidi, CPA
Tax Manager and Technology
How we price
Your first conversation is free.
Each fee is set by the work your situation takes — the forms, the entities, the state of the books. You get a written quote before we start, and no surprise bills. More on how we price
What is the Strategic Tax Blueprint?
It is our tax planning service: we look at your year before it ends, estimate the tax, talk through the choices the law allows, and give you a written plan with the dates that matter.
When is the best time to plan?
Before the year ends, while choices are still open. Many choices close on December 31; a few, such as some retirement contributions, stay open until the return is due.
Do you promise a lower tax bill?
No. Every situation is different, and some years there is little to change. We show you what the law allows and what each choice would take, and you decide.
What does tax planning cost?
The fee is set by the work your situation takes. You get a written quote before we start, and your first conversation is free.