Tax Strategy & Planning
Overview
Tax isn't just a bill—it's a system you can navigate strategically. Wakefield Tax provides guidance that helps business owners and individuals make smarter financial decisions with taxes in mind. We help you optimize your tax position, improve cash flow, and align your tax strategy with your overall financial goals through proactive planning throughout the year.
Features
Entity structure and reasonable compensation planning
Self-employment tax optimization strategies
Personal and business tax strategy alignment
Section 199A qualified business income (QBI) deduction optimization
Depreciation strategies including Section 179, bonus depreciation, and cost segregation
R&D tax credit identification and documentation
Retirement contribution strategy and timing
Income and expense timing strategies
Deduction and credit optimization
Quarterly estimated tax planning
Benefits
Tax position clarity before filing season
Opportunities captured before expiration
Surprise bills eliminated through proactive planning
Cash flow improved through strategic tax planning
Tax liability optimized through year-round guidance
