Small Business Tax Planning Help

I run a sole proprietorship and want to be proactive about my upcoming tax year. I’m looking for someone who can sit down with my numbers, walk me through a solid tax-planning strategy, and make sure three things happen simultaneously: I pay no more than I legally owe, every filing stays fully compliant with federal and state rules, and I capture every deduction or credit the law allows.

Here’s what I expect from the engagement:

• A clear, written plan that outlines estimated quarterly payments, allowable deductions, and any credits I should prepare to claim.
• Practical advice on record-keeping workflows so I’m always audit-ready.
• A quick-reference checklist I can follow throughout the year to stay aligned with the strategy we design.

I work in basic accounting software (nothing overly complex), and I can provide profit-and-loss reports, bank statements, and any other data you need. If you prefer specific tools—whether that’s QuickBooks, Xero, or a dedicated tax-planning platform—let me know and I’ll export in the required format.

My timeline is flexible, but I’d like an initial roadmap within two weeks, followed by one revision cycle after we talk through the first draft. If this sounds like your wheelhouse, tell me briefly about similar sole-prop cases you’ve handled and the software you’re comfortable with, and we can get started.