Proactive Tax Planning for Small Business Owners
Strategic Tax Planning Services
Tax planning is a process of identifying tax strategies which accelerate your ability to achieve your financial goals.
Our planning process is designed to identify opportunities that may reduce taxes, improve timing, and support better financial decisions. When applicable, we estimate potential tax savings and outline the steps needed to implement each strategy.
How much money could a customized tax plan add to your bottom line?
Results that make a difference!
In prior client engagements, we have identified meaningful tax savings opportunities for many business owners. The actual results depend on each client’s facts, eligibility, timing, documentation, and implementation.
That’s money that can be reinvested into your business or your family’s future.
Your unique goals and individual tax situation are analyzed so we can recommend strategies that are best aligned with where you want to go.
This process is low risk because we are so confident in our work that we back all of our tax plans with a Planning Fee Protection program.
Here is an example of our tax planning service:
Unique Tax Strategy Combinations
Our team of tax professionals consider over 1,000 federal, state, and local tax strategies when reviewing your unique situation.
We put together a plan that works to achieve your goals, unlock tax savings, and make tax-informed financial decisions.
Tax Savings Overview
Our strategic tax plans start with your end goals in mind. You will receive an estimate of your tax savings for the upcoming year, and when possible, we may also project your savings for the following year.
Tax Strategy Recommendations
Our tax professionals will outline the tax strategies we recommend to help you achieve your estimated tax savings and other desired outcomes. These recommendations may apply to your individual and/or business tax situation.
Finanical Overview
Our team will also review your overall asset and income picture to provide additional recommendations where applicable.
We may coordinate with your financial advisor, attorney, or other professionals when appropriate planning opportunities that may support long-term financial goals.
Why Our Clients Choose Us
Most tax professionals are simply an expense. Our services are designed to deliver a measurable return on your investment—helping you keep more of your money and grow your wealth.
Tax Planning Service Overview
Guaranteed Results or Your Money Back
Complete Tax Plan
Planning + Implementation
Year-round Planning
Investment (Year 1)
Starting at $3,497
Contact us for pricing.
Contact us for pricing.
Planning Fee Protection
Initial Complete Tax Plan
Entity Evaluation
Deduction Maximizing
Tax Deferred Income
Step-by-Step Implementation Guides
Implementation Support
Review of implementation progress
Unlimited Secure Chat Support
Year-end Tax Consultation
plus additional consultations as needed
Advanced Tax Strategies
Professional Coordination with other providers
Tax Preparation Service Overview
We only prepare taxes for tax planning clients.
Tax preparation is billed seperately from tax planning Services
Individual
Tax Return
Pricing starts at
$ 1,497
1 Form 1040 Individual Tax Return
1 State Tax Individual Return*
Mid-year Consultation to Maximize Tax Savings
Includes Itemized Deductions and Capital Gains/Losses
(Schedules A, B, D)*
Schedules C, E, F, and H may require additional charges *
Business Returns not included (1065, 1120S, 1120)
Business Tax
Return
Pricing starts at
$ 2,499
1 Business Tax Return
(1120, 1120S or 1065)
1 State Business Tax Return *
Mid-year Consultation to Maximize Tax Savings
Includes K-1 Preparation for Partners*
May include local tax filings or personal property returns*
Does not include Individual Tax Return (1040)
Additional fees may apply based on scope and complexity*
We specialize in high-value tax planning and tax preparation services for small business owners.
Contact Us
Important Disclosures:
Tax Planning Fee Protection: We will refund up to 100% of the fee you paid for your tax strategy and planning service when the following conditions are met: 1.You provided all required documentation and information to complete your plan. 2. Your tax plan does not reveal tax savings equal to at least 2x the cost of the plan.
Tax Preparation Fee Protection: We will refund up to 100% of your investment in our tax preparation service for any interest or penalties related to the accuracy of our preparation and filing of your tax return that are directly caused by our firm. Direct causes include, but are not limited to, information entered on or omitted from the tax return that does not align with the information provided by the client. We are not responsible for inaccuracies resulting from incorrect or incomplete information provided by you the client.
© Copyright 2026 Anne Arundel Accounting and Taxes. All rights reserved.
Your use of this website is subject to the Terms of Use and Privacy Policy. Terms and conditions, features, support, pricing, and service options subject to change without notice.
