Have you been wondering what the difference between tax preparation and tax planning is. Have you been thinking that they are both the same thing? Well, where they might sound like same thing, they each provide different services that can help during tax season.
Tax Planning is a service that takes place all year long where the accountants get all documentation to be able to file your taxes. Tax planning is also a way to start planning what financial goals you want to reach. By having a goal in mind for your next tax season you and your accountant can develop strategies that can be implemented through the year to gain the best tax result. Tax planning does require some time to be able to see if the strategies that were implemented provided the results you were looking for.
Tax preparation is a onetime yearly event where your accountants help you organize, prepare, and file all the right documentation needed for the tax season to help you comply with the state and federal law. The tax planning is done with the information you provide your accountant of the year you will be filing. Tax preparation is a time when you get to see the result of the strategies that were put into place throughout the year during the tax planning phase.
At NeatBooks we can help you create strategies uniquely centered around you and your business. Our strategies and organization will help you prevent your tax season from becoming a time your dread. If you want to get started on implementing the strategies that are right for you contact us.
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At NeatBooks, we know you want to focus on growing your business without the stress of messy books, missed deadlines, or worrying if you’re leaving money on the table. The problem is, financial complexity and unreliable support from previous accountants can leave you feeling stuck, overwhelmed, and vulnerable to costly mistakes.
It doesn’t have to be this way! Every entrepreneur deserves a financial partner who simplifies the chaos, provides proactive guidance, and empowers them to make confident decisions.
With over 300 businesses transformed and a team that speaks your language (no jargon, just straight talk), NeatBooks combines expert financial strategies with a personal touch. We’re here to turn complexity into clarity and help you Prosper Neatly™.
Here’s how we do it:
Step 1: Schedule a Discovery Call - Let’s understand if we are a good fit, first. Then, we’ll move
into an assessment of where you are and what actions we need to take together to help you gain
clarity and financial organization.
Step 2: Strategize & Optimize - Together, we build a plan customized for your business and
your goals, and we execute.
Step 3: Prosper Neatly™ - You gain the confidence that comes with having a reliable, competent
partner managing the financial side of your business.
Let’s get started by scheduling a Discovery Call today. In 15 minutes, you’ll know how we can impact your business.
In the meantime, we invite you to download any of our free resources that have been built to support entrepreneurs in the food service, construction, and real estate development and investment spaces