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My Books and Taxes

Tax Projection

Not sure how much to pay in estimated taxes? Getting a huge tax bill when filing your taxes? Avoid surprises by getting a projection that estimates how much your tax bill will be so you can take action and start saving. 

Tax Planning

Is your business entity the best one for tax purposes? Do you own several businesses and want to minimize taxes? Do you own rental property? A Tax Plan can help you not only knowing how much you will owe but also find the best strategies you can implement to reduce your taxes in the long run.

Schedule an Introductory Call

What's Included

  • Tax planning is for the long-term not only this year

  • Considers your goals to find the best strategies that will help achieve it

  • Incorporates all your income sources, expenses, and personal situation

  • Adjust to your preferences of risk

in Tax Planning

  • Analysis your legal entity selection to find the one that matches your goals

  • Gives you a clear understanding of your current  and future tax position

  • Avoids surprises when filing your taxes

  • We help you with implementation and documentation

Tax Planning Workflow

Review Tax Returns

Estimate Savings

Accept the Proposal

Gather Information

Research Strategies

Develop the Plan

Meeting to go over Plan

Support for Implementation

My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience. 

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What We Do

Bookkeeping and Trust Accounting Virtual Controller Part-Time CFO and Advisory QBO Set-up and Clean-up Business Tax Preparation Tax Projections and Tax Planning