TAX PREPARATION & PLANNING
Tax Preparation and Planning Services That Lower Your Tax Bill
Most accountants file your taxes. We reduce them, with a plan built all year, not in April.
20 minutes. No obligation. No pressure.
17+ Years
Trusted Expertise
Founded in 2009 & trusted
nationwide
18-Person Team
Financial Specialists
CPAs, EAs, accountants and tax specialists
100% Virtual
Working Across U.S.
Modern, friction-free
collaboration
200+ Business
Owners Served
94% client retention rate
Sound Familiar?
You Only Hear From Your Accountant Once a Year.
The Problem
Their only advice is to buy equipment in December. You’re pretty sure you’re overpaying, but no one tells you what you’re missing.
The Resolution
We plan all year. Your return is filed on time, and before year-end you know what you owe and how to owe less.
Scope & Definition
What Are Tax Preparation and Planning Services?
Tax preparation and planning services file your business returns accurately and on time, then plan ahead to legally reduce what you owe next year. Preparation looks back. Planning looks forward. Red Bike does both.
Tax Preparation Services
Business and individual tax returns, filed on time
Extensions and estimated payments
Books reviewed before anything is filed
Tax Planning Services
Annual tax projections and scenario planning
Entity structure review, including S corps
Retirement plans, cost segregation and more
Behind on filings or got an IRS notice?
Business Tax Planning and Preparation, All Year
Free strategy session
A 20-minute look at your last return.
PROJECTION AND PLAN
See what you’ll owe, and how to lower it, before year-end.
FILE AND REPEAT
Returns filed on time. Next year’s plan starts.
Stop Letting “Dr. IRS” Take 37 Cents of Every Dollar You Earn
A guaranteed, documented tax strategy. If we don’t find at least 2x your investment in savings, we refund the difference.
Books You Can Trust,
Since 2009
Frequently Asked Questions.
Everything you need to know about our outsourced bookkeeping service,
what it costs, and how it connects to your tax planning.
What tax deductions can my small business take advantage of?
Common deductions include home office expenses, business meals, travel costs, equipment purchases, and employee salaries and contractor payments. Proper record-keeping is key to maximizing deductions.
What’s the best business structure for tax purposes?
The right structure (Sole Proprietorship, LLC, S-Corp, etc.) depends on factors like income, liability, and tax advantages. When you come on board with Red Bike Advisors, we review your exact situation and future goals and make recommendations for you from a tax perspective, often working with your attorney and/or financial advisor.
How can I reduce my tax liability throughout the year?
Strategies include estimated tax payments, retirement contributions, strategic deductions, and taking advantage of tax credits. We offer a Tax Savings Blueprint which identifies all tax breaks you’re eligible for and we help walk you through a holistic, multi-year plan.
What are estimated taxes, and do I need to pay them?
If your business doesn’t withhold taxes from income, you may need to make quarterly estimated tax payments to avoid penalties. When we prepare your tax returns, we give you quarterly estimate vouchers to pay taxes, and we update those toward the end of the year to adjust for higher or lower business income.
How does tax planning differ from tax preparation?
Tax planning is a proactive approach to minimizing tax liability throughout the year, while tax preparation focuses on filing an accurate return by the deadline. We often run tax planning scenarios for our clients to show the cash outlay and tax deductions for strategies like fully funding a retirement account or purchasing a piece of equipment.
Have a specific question not covered here? Speak directly with our advisory team.
Where Do You Want Your Tax Bill to Go?
Let's map the road ahead.
