Year-round tax planning and accounting for small and mid-sized businesses

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Why do you charge fixed prices instead of hourly?

The short answer is that hourly billing gets in the way of actual planning.

When every question costs money, clients stop asking questions. They hesitate before picking up the phone. They wait until April to mention something that could have been handled better in October. The meter running in the background changes the relationship from advisor and client into vendor and customer.

That’s the opposite of what planning requires. Tax planning and advisory services depend on knowing what’s happening in the business throughout the year, not just at filing time. If a client is thinking about buying equipment, hiring, expanding, or changing how the business is structured, we need to hear about it while there’s still time to make smart decisions. Hourly billing punishes exactly the kind of communication that makes planning work.

Fixed pricing means advice is included. When you call with a question, we answer it. When something comes up mid-year that affects your tax situation, we talk through it. There’s no charge for the conversation because the conversation is the whole point.

It also means no surprises on the bill. Before any engagement starts, you know what you’re paying. If the scope changes during the year because something unexpected comes up, we discuss it and agree on the additional work before it begins. You never open an invoice that’s larger than expected because we spent more time than we estimated.

Hourly billing also creates an incentive problem that most clients don’t think about. A firm billing by the hour has no financial reason to work efficiently. Taking longer means billing more. Fixed pricing flips that around. Our incentive is to do the work well and efficiently because the scope is already set.

This applies to everything we do, from tax preparation through monthly bookkeeping and advisory work. The goal is an ongoing relationship where questions are welcome and communication happens naturally, not a transactional arrangement where every minute gets tracked.

If you want to talk about how we would work together, book a consultation and we’ll walk through what an engagement would look like and what it would cost.

Planning-First Tax & Accounting

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We begin with a clear understanding of your business, then define the engagement and establish pricing from the outset.

More Questions

What should I understand about my own tax return?

Every taxpayer should know what entity filed, what income was reported, what the effective rate was, what drove the biggest numbers, and what changed from last year. Most people have never had a return explained to them, which is why we walk every client through their filed return.

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How much equipment can my business write off this year under Section 179?

The Section 179 deduction cap sits around $2.5 million for 2026, with a phaseout beginning near $4 million of total qualifying purchases. The limit applies per taxpayer across all businesses combined.

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What is the difference between tax preparation and tax planning?

Tax preparation reports the year that already happened. Tax planning shapes the year before it closes through entity elections, retirement contributions, and timing decisions. By the time a return is being prepared, most savings opportunities have expired.

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Is 100 percent bonus depreciation really back for good?

Under current law, yes. The 100% bonus depreciation allowance has been restored for qualifying property acquired after January 19, 2025, and this time it is permanent rather than phasing down. Property placed in service since the effective date may qualify through an accounting method change.

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How much can tax planning actually save?

It depends on your income, entity structure, industry, and how much planning has been left undone. Planning engagements commonly identify five-figure annual savings, and six figures for high earners with complex situations. Every number is a range for your specific situation.

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What did the 2025 tax law actually change for business owners?

The 2025 tax law rewrote the planning playbook. Bonus depreciation is back to 100 percent and permanent, Section 179 limits roughly doubled, the QBI deduction is permanent, and research costs are expensable again. Owners running on old assumptions are leaving money unclaimed.

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A planning-first tax and accounting firm based in Pelham, Alabama and serving business owners across the country. Year-round tax planning, bookkeeping, CFO advisory, and compliance at fixed prices with advice included. Founded by Quinn Nguyen, CPA.

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