Tax Planning & Advisory
Why Tax Planning Matters
Reduce Your Tax Liability. Increase Your Wealth.
At N4 Business Services, our Tax Planning and Advisory Services help individuals and small businesses proactively manage tax obligations. Strategic planning helps you legally reduce your liability, stay compliant, and align your tax strategy with your financial goals.
We specialize in providing tax planning solutions for:
- Small Business Owners
- Self-Employed Professionals
- High-Income Individuals
- Real Estate Investors
- Retirees and Pre-Retirees
- Military Veterans and Service Members
Our Tax Planning Services Include:
- Strategic Tax Planning: Customized strategies that maximize savings.
- Entity Structure Review: Choose the right business entity for tax optimization.
- Income Shifting: Legally reduce tax liability across family or years.
- Retirement & Investment Planning: Maximize after-tax returns.
- Real Estate & Depreciation Strategies: Use bonus depreciation and cost segregation.
- Year-Round Advisory: Continuous support—not just during tax season.
Certified Expertise You Can Trust
Led by Kerry Ann Nakouye—an Enrolled Agent, MBA, and Certified Tax Coach candidate—our firm brings over 17 years of expertise. We stay ahead of tax code changes so you can stay focused on building your wealth.
Tax Planning & Advisory
Roadmap to Strategic Tax Planning Success
Our step-by-step tax planning process is designed to deliver clarity, savings, and peace of mind. Here’s what to expect when you partner with N4 Business Services for tax planning:
Goal: Understand your goals and determine if tax planning is right for you.
- 15-30 minute discovery call
- Discuss your current tax situation, income, and goals
- Learn how strategic planning could benefit you
- No obligation
- Outcome: Decision to proceed to strategy review
Goal: Evaluate your financial profile and identify preliminary opportunities.
- Review prior year tax returns
- Assess income sources, entity type, deductions
- Identify red flags, gaps, or missed opportunities
- Client provides necessary documents before the session
Goal: Present a tailored tax-saving strategy overview.
- 60-minute strategy call
- Present key findings and tax-saving areas
- Propose recommended service package
- Answer questions and finalize next steps
- Outcome: Agreement to move forward with full strategy build
Goal: Build a customized tax strategy to reduce your liability.
- Deep-dive into your financials, lifestyle, and goals
- Address income shifting, entity structure, retirement contributions, investments, etc.
- Explore advanced strategies like depreciation and trusts
- Collaborate to create an actionable tax roadmap
Goal: Deliver your custom, written tax strategy.
- Full written report detailing all strategies
- Estimated tax savings calculations
- Action items and timing recommendations
- Access to secure digital copy in your client portal
- Delivered within 5-7 business days
Goal: Put your plan into action-with expert guidance.
- Support with executing strategy (entity filing, adjusting payroll, etc.)
- Optional ongoing advisory packages
- Mid-year or quarterly check-ins (depending on package)
- Goal: Stay on track, compliant, and ahead of the IRS
Let’s Build Your Tax Strategy
Don’t leave your tax savings to chance. Schedule your personalized consultation today.