matteoH

We had a record-breaking revenue year, but when tax season hit, I was absolutely sick to my stomach seeing how much we owed the IRS. Our current accountant just files the paperwork in April; they don't actually help us strategize throughout the year to minimize our liability. I did a deep dive online for proactive financial strategists and found these year-round business tax planning services https://www.bobsbookkeepers.com/solu...g/tax-planning. I dropped the link in my founders Slack channel, and several CEOs confirmed that switching to a proactive advisory model with this team completely transformed their cash flow and legally saved them thousands in deductions. We are 100% signing up for their strategic tier. For those who do quarterly tax strategy, what month is the best time to have the major end-of-year planning meeting with them?