09/09/2026
The very first thing every business owner wants to know is: how much am I projected to owe?!
So, we start there!
Then we dive into your financial goals and exactly which tax strategies align to lower your tax bill.
We'll zoom out and answer questions like:
→ What puts me in the best position to buy a home this year?
→ How can I save for my child's education?
→ Which retirement account(s) should I have and how much should I be contributing?
→ How can we make my business more tax-efficient?
→ Are my estimated taxes on track, or do I need to make adjustments?
The biggest takeaway I aim for Star Taxes and Books clients to have after a tax planning meeting is peace of mind!