KLOMARK
TAX PLANNING
NATIONWIDE (PROACTIVE, YEAR-ROUND)
Tax planning is proactive guidance designed to help you make better decisions before filing season. Klomark Accounting provides tax planning for individuals, self-employed clients, and small businesses nationwide through a secure remote process—so you can reduce surprises, improve compliance, and plan cash flow with more confidence.
Who This Is For
✅ Tax planning is a good fit if you:
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Owe a balance due each year and want to reduce surprises
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Are self-employed and need help with estimated taxes
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Had a major change (new job, side income, relocation, marriage, child, home purchase)
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Own rental property or have meaningful investment activity
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Want guidance on year-end decisions that affect taxes
What Tax Planning Typically Covers
📌Depending on your situation, tax planning may include:
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Estimated tax planning and payment guidance
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Withholding review (W-2 / multiple jobs / spouse income)
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Self-employed strategy (income tracking, deductions, documentation standards)
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Entity and compensation considerations (when relevant)
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Year-end planning items (timing of income/expenses, retirement contributions)
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Review of prior return patterns to identify planning opportunities
Note: Recommendations depend on your facts and documentation, and tax outcomes cannot be guaranteed.
How the Remote Process Works
🧾 Our remote process is designed to be simple and consistent:
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Planning Intake — Quick intake to identify goals and changes this year
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Document Review — Prior return + current year income/expense info
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Planning Summary — Clear action steps and next-best moves
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Follow-Up — Optional check-in later in the year if circumstances change
What to Upload (Planning Checklist)
📂 Common documents include:
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Prior-year tax return (or relevant pages if preferred)
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Current year pay stubs or income summary
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Self-employed income/expense summary or P&L (if applicable)
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Investment/rental summaries (if applicable)
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Notes on expected changes (new job, move, major purchase, dependents)
Common Planning Topics (Examples)
🛡️ Clients often ask for help with:
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Quarterly estimates and avoiding underpayment surprises
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Organizing deductions for self-employed activity
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Retirement contribution options and timing
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Multi-state implications when moving or working across states
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Rental and investment reporting considerations
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Preparing for a large one-time event (sale, bonus, new side income)
Transparent Pricing (Scope-Based)
💲 Pricing
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Tax planning scope varies by client situation. After a quick review, we’ll confirm scope, pricing, and deliverables before beginning work.
FAQs
Is tax planning the same as tax preparation?
No. Tax preparation reports what already happened. Tax planning focuses on decisions you can still make to reduce surprises and improve outcomes.
Do you offer planning for self-employed clients?
Yes. Self-employed planning often focuses on organization, documentation, and estimated taxes.
Can tax planning guarantee a lower tax bill?
No. Planning depends on facts, documentation, and the tax rules. The goal is better decision-making and fewer surprises—not guaranteed results.
Do you offer planning year-round?
Yes. Planning can be done any time, but it’s most effective before year-end and before key decisions are finalized.
WANT A CLEAR PLAN BEFORE TAX SEASON?
Request a quote and we’ll confirm scope, pricing, and next steps.
Related Services:
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Remote Tax Preparation (Nationwide)
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Self-Employed (Schedule C) Tax Prep