Tax prep support
Tax planning support
Finbryn runs mid-year tax planning that models entity structure, timing and elections before a deadline forces a decision, using the same reconciled books your filings are built from so the projection reflects actual results, not guesses, and gives you a written summary your credentialed preparer can act on directly.
Tax working papers
Illustrative client · August 2026
USD
- Year-end books closed and reconciledDone
- Fixed asset and depreciation scheduleDone
- Book-to-tax adjustments listedDone
- Supporting schedules for the preparerIn progress
- Handed to the signer for review and filingNext
Illustrative. An example of the document, not a client's figures.
Planning looks forward, preparation looks back
A tax return reports what already happened; by the time it is filed, most of the decisions that shaped the number are locked in. Planning happens earlier, while a decision about timing, structure or an election can still change the outcome, and it works from the same books we already reconcile each month rather than a separate spreadsheet built from scratch.
Entity structure, revisited as the business changes
The structure that made sense at formation, whether a single-member LLC, an S election or a C corporation, can stop being the right one as revenue, ownership or investment plans change. We model the tax difference between structures when a real trigger, such as bringing on an investor or crossing a profitability threshold, makes the question worth asking again.
Timing decisions
The calendar year a large purchase, an asset sale, or a compensation decision falls into can shift the tax outcome meaningfully, and that shift is only visible if it is modeled before the transaction happens, not after. We build these scenarios around actual decisions you are already considering, not generic year-end advice.
Retirement and benefit contributions
Contribution limits and deadlines for retirement plans and other benefit structures are easy to miss if planning only happens once a year at filing time. We model these alongside the broader projection so a contribution decision is made with the full picture in view.
Where this fits
This pairs with estimated tax support to keep quarterly payments aligned with a changing plan, and with whichever entity return applies, such as Form 1120-S preparation. See pricing for planning engagement rates.
Questions
Frequently asked questions: Tax planning support
How is tax planning different from tax preparation?
Preparation reports what already happened on the return. Planning happens earlier, while a decision about timing, structure or an election can still change this year's outcome.
Do you model entity structure changes?
Yes, when a real trigger like a new investor or a profitability threshold makes the question worth revisiting, we compare the tax outcome across structures.
Can you help with retirement contribution timing?
Yes, we model contribution limits and deadlines alongside the broader projection so the decision is made with the full year in view.
What does tax planning support actually include, month to month?
Tax planning support covers mid-year projection of income and liability, along with entity-structure comparison when growth changes the picture. The work runs inside QuickBooks Online, Xero or NetSuite, the file stays under your own subscription, and a senior principal reviews the output before it reaches you each period.
What access do you need to start tax planning support?
View or edit access to QuickBooks Online, Xero or NetSuite is enough to begin; nothing about your existing subscription or login changes on our side. Any additional access needed for a specific deliverable, such as a bank portal or receipt inbox, is agreed with you first, and the scope is set out in your engagement letter.
Is this different from tax preparation?
Preparation reports what already happened. Planning looks ahead so this year's return has fewer surprises on it.
When should planning start?
Mid-year is usually the best window, early enough to still change an outcome, late enough to work from real numbers.
What is included in tax planning support?
Tax planning support covers mid-year projection of income and liability and entity-structure comparison when growth changes the picture. The exact scope is agreed and set out in writing before work starts, so you know precisely what is and is not covered before the first deliverable arrives.
How is tax planning support priced?
Pricing for tax planning support depends on your transaction volume, the software you use, and how much cleanup is needed before ongoing work starts. Current ranges are published on the pricing page, and your exact fee is confirmed in writing before anything begins.
Related services
- Tax prep supportEstimated tax payment supportSupport for calculating and scheduling quarterly estimated tax payments so a large bill never arrives as a surprise at filing time.
- Tax prep supportR&D tax credit preparation supportPreparation support for documenting and calculating a research and development credit, built from project records and your bookkeeping so the position is defensible.
Industries
- Startups and VC-backed companiesBookkeeping and reporting for early-stage, venture-backed companies watching burn, runway and investor reporting closely.
- Professional servicesBookkeeping for professional service firms such as engineering, architecture and IT consulting billing clients by project or retainer.
- Real estate and property managementBookkeeping for property owners and managers tracking income, expenses and reserves at the level of each individual property.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.