Tax Planning& Preparation
Minimize Your Tax Burden With Comprehensive Tax Planning
Whether you’re a business or an individual, our experienced tax strategists work with you throughout the year to develop customized tax-saving strategies.
We provide personal, one-on-one service and guidance, and offer answers to your important tax-related questions in language you understand.
Our professional staff stays up-to-date on ever-changing tax laws and are committed to examining all the tax-saving opportunities available to you. We work to maximize your deductions and minimize your tax obligation while remaining in full compliance with IRS statutes.
Tax Planning from Berndt CPA
Tax Planning from Berndt CPA
Proactive Tax Planning That Reduces Taxes & Builds Long-Term Financial Confidence
Tax planning goes beyond preparing and filing tax returns. Our proactive approach helps individuals and business owners minimize tax liability, improve cash flow, and make informed financial decisions throughout the year, not just during tax season.
Individual Tax Planning Benefits
- Reduce current and future tax liability
- Plan for major life events such as retirement, home purchases, education, and investments.
- Maximize deductions, credits, and retirement contributions.
- Improve cash flow through strategic income and deduction timing.
Business Tax Planning Benefits
- Optimize entity structure to reduce overall tax burden.
- Improve profitability through strategic expense planning and depreciation strategies.
- Manage payroll, benefit, and compliance-related tax exposure.
- Plan proactively for growth, acquisitions, or ownership transitions.
Year-Round Tax Planning, Not Just at Filing Time
Effective tax planning happens all year long. We work with individuals and business owners proactively to identify opportunities, adjust strategies, and avoid surprises before returns are filed.
Our year-round services include:
- Quarterly and mid-year tax projections.
- Estimated tax payment planning and review.
- Year-end tax strategy and forecasting.
- Ongoing advisory support as tax laws and financial situations change.
- IRS notice support and compliance planning.
What You Can Do Now to Improve Your Tax Outcome
For Individuals
- Review and adjust tax withholding or estimated payments.
- Maximize retirement contributions using 401(k), IRA, and Roth strategies.
- Evaluate whether the standard or itemized deduction provides the greatest benefit.
- Time income and expenses strategically to reduce taxable income.
For Businesses
- Review entity structure such as LLC, S Corporation, or C Corporation for tax efficiency.
- Track and categorize deductible expenses accurately throughout the year.
- Evaluate eligibility for available tax credits and incentives.
- Plan payroll and owner compensation strategically to minimize tax exposure.
Not sure which strategies apply to you?
Our team can help create a personalized tax planning roadmap.
Tax Planning Strategies for Individuals & Businesses
Individual Tax Strategies
- Retirement account optimization and contribution planning.
- Capital gains and investment tax planning.
- Charitable giving strategies.
- Education-related tax credits and deductions.
Business Tax Strategies
- Entity selection and restructuring analysis.
- Depreciation and fixed asset planning.
- Payroll, benefit, and compensation tax strategies.
- State and local tax planning considerations.
Tax Preparation Services
Client
Step One
- Fill Out Organizer
- Submit Document Electronically or Drop Off at the Office
Step Two
- Review Tax Return
- Submit E-file Authorization
- Pay Invoice
Berndt CPA
Step One
- Prepare Return from Client Organizer and Source Data
Step Two
- Upload Tax Return to Client Portal for Review
Step Three
- E-file Tax Return
Working With Us
At Berndt CPA, everything we do is focused on giving entrepreneurs and small business owners a competitive edge. In fact, we’ve reinvented the accounting model to help you better manage daily operations and provide you with the insight required to boost productivity and profitability.
