Tax Projections
Mid-year and year-end models of what you'll owe, so nothing is a surprise.
Tax Planning · Year-Round Strategy
Stop filing surprises. Start planning your tax year.
Filing a return only reports the past. Planning changes the outcome — we look ahead at your income, entity, and timing so next April is already decided in your favor.
Planning Snapshot
Your Year-Round Roadmap
Prior Return Analyzed
Missed deductions identified
Income Projection Built
Current-year liability modeled
Entity Structure Reviewed
LLC vs S-Corp comparison
Retirement Strategy Set
SEP, Solo 401(k), IRA timing
Quarterly Estimates Scheduled
Safe-harbor payments mapped
Year-End Checklist Sent
Moves to make before Dec 31
Illustrative preview · not a quote Secure
- Forward-Looking Strategy
- Quarterly Check-Ins
- Entity & Payroll Review
- Experienced Tax Professionals
- Compliant, Documented Positions
Planning Services
Strategies that lower what you owe.
Every plan is built around your actual numbers — no cookie-cutter advice, no aggressive positions.
Entity Structure Strategy
Sole proprietor, LLC, S-Corp, or partnership — we compare the real after-tax cost of each.
Reasonable Compensation
Balance S-Corp salary and distributions to stay compliant and efficient.
Retirement Plan Design
SEP IRA, SIMPLE, and Solo 401(k) contributions timed for maximum deduction.
Quarterly Estimated Taxes
Safe-harbor calculations updated as your income changes through the year.
Real Estate & Depreciation
Rental strategy, cost segregation basics, and passive loss planning.
Self-Employed Deductions
Home office, mileage, health insurance, and accountable plan setup.
Income & Expense Timing
Accelerate or defer income and purchases to land in the better tax year.
Growth & Exit Planning
Plan ahead for hiring, equipment, expansion, or selling the business.
How It Works
Four steps to a lighter tax year.
01
Baseline Review
We analyze your last two returns and current bookkeeping to find what's leaking.
02
Projection & Plan
You get a written projection with specific, quantified moves and deadlines.
03
Quarterly Execution
We track estimates, payroll, and contributions as the year unfolds.
04
Year-End Lock-In
A final checkpoint before December 31 so nothing is left on the table.
Why Zaki Enterprise
Planning clients don't dread April.
Quantified Recommendations
Every suggestion comes with an estimated dollar impact — not vague advice.
Year-Round Access
Call before you make the decision, not after you've already signed.
Defensible Positions
We document the reasoning behind every strategy in case it's ever questioned.
Advisor Coordination
We work alongside your bookkeeper, payroll provider, and financial advisor.
Cash-Flow Aware
Plans respect your actual cash flow, not just the theoretical tax savings.
Same Team Files It
The professionals who plan your year are the ones who prepare the return.
FAQ
Good questions.
What is tax planning and how is it different from tax preparation?+
Tax preparation reports what already happened last year. Tax planning happens before the year ends — we model your income, entity structure, retirement contributions, and timing so you legally pay the least tax possible when the return is finally filed.
When is the best time to start tax planning?+
Any time, but the earlier in the year the better. Most meaningful moves — entity elections, retirement funding, equipment purchases, income timing — must be made before December 31.
Do I need tax planning if I'm a W-2 employee?+
It can still help. We look at withholding accuracy, HSA and 401(k) contributions, stock compensation, charitable strategy, and life events like marriage, a new home, or a new child.
Can tax planning help my S-Corp or LLC?+
Yes. Reasonable compensation, owner distributions, accountable plans, retirement plan selection, and depreciation strategy are all common areas where business owners overpay.
How often will we meet?+
Most planning clients meet quarterly — a mid-year projection, a fall strategy session, and a year-end checkpoint — with year-round access for questions in between.
Will you coordinate with my financial advisor?+
Gladly. We regularly work alongside advisors and bookkeepers so investment, retirement, and tax decisions point in the same direction.
Do you handle quarterly estimated payments?+
Yes. We calculate safe-harbor estimates and update them during the year so you avoid underpayment penalties and April surprises.
Now booking planning sessions
Plan the year before it plans you.
Book a free 15-minute consult and we'll tell you honestly whether year-round planning would save you more than it costs.
- Written Projections
- Quarterly Check-Ins
- No Obligation
- Year-Round Access