Tax Planning Packages

When most people think about taxes, they picture crunch time in the spring, which involves gathering documents, signing forms, and hoping for a refund. But the truth is, tax planning works best when it happens before you file. By reviewing your situation early, you can spot opportunities and make informed decisions that could improve your financial outcome.

At Cooper CPA Group, we offer three levels of tax planning services, from quick consultations to in-depth strategies, so you can get the guidance that fits your needs.

2-MINUTE DRILL CONSULTATION

  • Gain an understanding of your specific circumstances

  • Review previously filed tax return during 1-hour meeting to determine any life or business changes, and relevant tax law changes

  • Receive a planning "cheat sheet" of tax questions for the future

TAX PROJECTION

  • A brief phone call to discuss yearly changes and expectations

  • Receive a projection based on last year's numbers and current activity (an estimate)

  • 1-hour meeting to discuss the projection and answer questions

INDIVIDUAL OR BUSINESS TAX PLAN

  • Initial Zoom meeting or phone call with a tax preparer to go over new items this year and request items needed

  • A full projection will be run based on the client’s adjusted numbers

  • If undisclosed information is discovered or further research is required, it will be deemed out-of-scope services, which will require a price increase.

  • A list of actions that should occur before December 31st to assist with minimizing taxes before year-end, and gain insight on needed adjustments

  • Summary meeting where findings are discussed to set a direction