Tax planning is the process of analyzing your financial situation to legally minimize your tax liability. It involves timing income, expenses, deductions, and investments in a way that reduces what you owe in taxes.
Focusing on saving your money and helping you keep more in your pocket.
Contact usPlan ahead and pay less. Our tax professional will help you identify opportunities, stay compliant, and create a personalized tax strategy tailored to your business.
Benefits of Professional Tax Planning
Your dedicated team will get to know your business inside and out to craft tax strategies that are right for you.
- Minimize liability
- Tracking deductions
- Structuring your business
Minimize liability
Tax planning includes timing income, expenses, deductions, and investments to proactively reduce taxes before they are due.
Tracking deductions
Common deductions include home office expenses, business travel, software and subscriptions, professional services, marketing, and retirement plan contributions.
Structuring your business
Sole proprietors, partnerships, LLCs, S corps, and C corps are all taxed differently. Choosing the right structure is a key tax planning decision.
Our Tax Planning Process
Partner with tax experts who care about your success. We treat you
like a neighbor, not a number.
A dedicated team
Your tax needs won't get shuffled around — you'll work with the same expert
team every time.
A human-centered approach
Your taxes deserve better than AI and overseas teams — we provide real, local expertise for your business.
Strategic financial planning
Tax planning to save you your money.
Local expertise, national resources
You get a local accountant's personal touch, plus our powerful national network.
Archer Lewis has helped 150,000+ businesses with their finances. See what we can do for yours.
Explore our other services
Archer Lewis is more than just a tax planning service provider. We offer a full range of financial solutions to help your business succeed.
- Tax Preparation
- Tax Planning
- Tax Resolution
- Accounting Services
- Bookkeeping
- CFO/ Controller
- Payroll & HR Support
- Business Valuation
- Assurance
Archer Lewis also provides specialized tax planning services for high-net-worth individuals. Many of our clients rely on us to handle their business and personal tax needs, ensuring seamless coordination and simplicity.
Learn More
Contact Us
Ready to simplify your taxes? Reach out today for a personalized consultation.
Chat with an expertBusiness Tax Planning FAQs
Answers to your questions about working with us
Why is tax planning important for my business?
Proper tax planning can help you save money, avoid surprises at tax time, and make smarter financial decisions throughout the year.
When should I start tax planning?
Ideally, tax planning should happen throughout the year, not just at year-end. The earlier you start, the more options you have to save.
How is tax planning different from tax preparation?
Tax preparation is the process of filing your return based on past financial activity. Tax planning is proactive and future-focused, aiming to reduce taxes before they’re due.
What are some common tax planning strategies for businesses?
- Accelerating or deferring income
- Timing major expenses or purchases
- Taking advantage of tax credits
- Choosing the right business structure
- Maximizing retirement plan contributions
- Tracking deductions and mileage accurately