Keep More of What You Earn
Tax planning isn't just about reducing this year's tax bill, it's about making informed financial decisions throughout the year.
At Fratelli CPA, we work with individuals and business owners to identify opportunities, evaluate strategies, and proactively plan before year-end so there are fewer surprises at tax time.
Whether you're growing a business, increasing your income, investing, or simply looking to improve your tax efficiency, our goal is to help you make confident decisions while remaining fully compliant with federal and state tax laws.
Planning today can help reduce future tax liabilities, improve cash flow, and support your long-term financial goals.
TAX PLANNING
Choose the Planning Cadence That's Right for You
Whether you want a single year-end check-in or ongoing planning, we offer planning options designed to keep you ahead of tax season, not just prepared for it.
Strategy
For clients who want proactive tax guidance throughout the year.
Includes:
• Quarterly tax projections
• Estimated tax payment calculations
• One planning meeting per year (year-end)
• Unlimited tax questions by email
• Personalized tax recommendations
• Ongoing support throughout the year
Advanced Strategy
For clients who want more frequent, hands-on planning.
Includes:
• Quarterly tax projections
• Estimated tax payment calculations
• Two planning meetings per year (mid-year and year-end)
• Unlimited tax questions by email or phone
• Personalized tax recommendations
• Ongoing support throughout the year
• Priority support