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Small business tax planning services

You filed last year and wrote a check you didn't expect. That's what reactive tax prep does. ProTax USA handles tax planning before the year closes — S-corp elections, estimated tax schedules, and deductions that most owners miss. Licensed Enrolled Agents and tax professionals, fixed pricing, no surprises. Book online or call now.

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What You Get

What does tax planning actually cover?

Tax planning isn't just filing paperwork. It's looking at your numbers in March, June, and September — not April 14 — and adjusting before the damage is done. ProTax USA works with LLCs, S-corps, sole proprietors, and foreign-owned US entities on year-round tax strategy that covers both income tax and payroll obligations. The core of the work is identifying what you owe before you owe it. That means reviewing your business structure, flagging missed deductions, and running projections so your quarterly payments don't come as a shock. For small business owners who've outgrown DIY software, this is where the savings actually start. Business tax services from ProTax USA also cover state and local tax obligations, which trip up a lot of growing businesses. One state might have franchise tax. Another has gross receipts. ProTax USA maps it out so nothing gets missed, covering both business and individual tax situations. Call or book online today to get a full review of your current tax situation.

What You Get

How does the tax planning process work?

The process starts with a 30-minute intake call. No paperwork upfront — ProTax USA asks about your revenue, entity type, and what you paid last year. That's enough to spot the obvious gaps in most cases. S-corp election timing, home office deductions, retirement plan contributions — these show up fast. After the intake, ProTax USA runs a tax projection using your actual numbers. You get a written summary of your projected tax liability for the year, broken down by federal and state obligations. If you're overpaying quarterly estimated payments, ProTax USA adjusts them. From there, ProTax USA stays in contact quarterly. This kind of proactive work isn't a one-time event — tax laws change, revenue changes, and your deduction picture shifts. When something moves, you hear about it before it affects your return. Tax preparation services and filing at year-end are included for all annual planning clients. Book a call to see how a real plan could maximize tax savings for your business.

What You Get

Why do small businesses choose ProTax USA?

Most tax preparers look backward. They take your documents in February and tell you what happened. ProTax USA works the other way — the goal is to change the outcome before the tax year closes. That's a different kind of relationship with a dedicated tax professional, and most small business tax accountants don't offer it. ProTax USA also works with non-resident foreign entrepreneurs running US LLCs — an area where international tax rules are genuinely complex. ITIN applications, Form 5472 filings, foreign tax credit questions, treaty positions — ProTax USA handles these regularly. You're not explaining your situation to someone who's never seen it. The pricing is flat, not hourly. You know what you're paying before any work starts. No invoices for every email, no billing surprises. And ProTax USA keeps client counts low by design — every business owner gets an Enrolled Agent, not a junior staff member running their return through software. You get real tax experts, not a call center. Call or book online today to check availability.

What You Get

How much do business tax planning services cost?

ProTax USA's ongoing service runs $150–$400 per month for most small businesses doing under $1M in annual revenue. That covers quarterly projections, ongoing payment planning, one annual tax return, and direct EA access when something urgent comes up. Businesses with more complexity — multiple entities, payroll services, international income tax filings, or S-corp elections mid-year — typically fall in the $350–$600 range. ProTax USA quotes a fixed monthly fee after the intake call, so you know the number before committing. One-time engagements (entity restructuring analysis, S-corp election review, past-year cleanup) start at $500 and vary based on scope. If you've never had a proactive tax review and your tax burden is running over $10k a year, the math on a one-time engagement usually works out fast. Book a call with ProTax USA to get a quote specific to your business.

FAQ

Common questions about small business taxes

Tax
Tax What's the difference between proactive tax work and tax preparation?

Tax preparation means filing what already happened. Proactive planning means changing what's going to happen before the year ends. ProTax USA does both — but planning is where the actual tax savings come from. Filing is just recording the results.

Tax When should a small business begin proactive tax work?

The best time is Q1, right after your prior year's tax return is filed. But ProTax USA takes on clients mid-year too — there's usually still time to adjust quarterly estimated payments, run an S-corp election analysis, or catch deductions before December 31.

Tax Can ProTax USA help with an S-corp election?

Yes. S-corp elections are one of the most common ways small businesses reduce self-employment tax liability. ProTax USA reviews your net income, runs the numbers on reasonable salary vs. distributions, and files Form 2553 if the election makes sense for your situation.

Tax Do you handle international tax for foreign-owned US LLCs?

ProTax USA works with non-resident owners of US LLCs regularly. That includes ITIN applications, Form 5472 filings, and state and local tax registration. International tax compliance for US entities is an area most generalist Enrolled Agents don't handle well — ProTax USA does.

Tax What business tax deductions do most owners miss?

Home office (calculated correctly, not just rounded up), the Section 199A pass-through deduction, vehicle mileage tracked all year, and retirement plan contributions are the big ones. ProTax USA reviews your books for overlooked deductions before your tax return goes out, since these deductions directly reduce your income tax bill.

Tax How does quarterly payment planning work?

ProTax USA projects your income tax liability each quarter based on actual revenue and expenses. If you're on track to owe more than expected, ProTax USA adjusts your quarterly payment before the deadline. Most clients stop getting underpayment penalties within the first year.

Tax Is proactive tax work worth it for a business doing under $100k in revenue?

Sometimes, yes. If you're a sole proprietor paying self-employment tax on the full amount, an S-corp election analysis alone can save more than the cost of ongoing tax support. ProTax USA can tell you in the intake call whether the numbers make sense for your revenue level.

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