Proactive Tax Planning for Established Business Owners
Get a clearer view of your tax position, business financial performance, and the planning decisions that deserve attention before year-end.
The introductory conversation does not guarantee tax savings or constitute an engagement.
Most tax work happens after the year is already over.
The result is reactive tax planning and financial information that never quite connects — leaving money on the table and decisions unmade.
Reactive tax planning
Decisions get made in April for a year that already closed. By then, most of the opportunities to legally reduce liability are gone.
01Disconnected financial information
Tax returns, bookkeeping, and advisory live in different files — so no one is looking at the full picture when it matters.
02No clear view of position
Without a consolidated snapshot, it's hard to tell which decisions actually deserve attention before year-end.
03Built for owners who've outgrown one-off tax filings.
This service is designed for established business owners who want a more connected, forward-looking approach to their tax position and financial performance.
- Established business owners with consistent, multi-year revenue
- Owners navigating owner compensation, distributions, and entity structure
- Teams whose tax, accounting, and advisory information isn't yet connected
- Leaders who want decisions flagged before year-end — not after
What the paid diagnostic includes
A focused, paid diagnostic designed to give you clarity before year-end — not a sales call, and not a generic return review.
Tax position review
A structured review of your current tax position across returns, entity structure, and recent activity.
Financial performance summary
A consolidated look at business financial performance so the planning conversation starts from the full picture.
Year-end planning decisions
The specific decisions that deserve attention before year-end, prioritized by impact and timing.
Written findings & next steps
A clear, written outline of findings and recommended next steps — so you can decide with confidence.
What ongoing advisory looks like
For owners who want a planning partner through the year, not just a preparer at the end of it.
A connected financial picture
Tax, accounting, and advisory kept on the same page so decisions aren't made in isolation.
Ongoing tax planning
Forward-looking planning throughout the year, not only at filing time.
Decisions flagged in advance
The choices that matter — entity structure, distributions, timing — surfaced before they're urgent.
Responsive guidance
Access to guidance when questions come up, from someone who already knows your business.
Trusted tax expertise. Personalized business guidance.
Smith Tax & Wealth Group helps individuals and business owners navigate tax matters with confidence through proactive planning, responsive service, and year-round support — locally in Fort Worth and virtually nationwide.
Start your applicationRelevant credentials
- CPA-credentialed tax professional
- Year-round business advisory experience
- Proactive tax planning specialization
- Business formation & compliance guidance
- Estate & wealth planning coordination
- Remote and nationwide service
A short application to get started.
Share a few details about your business. We'll review your application and reach out to schedule an introductory conversation about whether the diagnostic is the right fit.
Expect a reply within two business days of submitting.
Your information is reviewed by our team — not shared or sold.
The introductory conversation does not guarantee specific tax savings and does not constitute a tax professional–client engagement. Any advisory relationship begins only after both parties sign an engagement letter. This page is for general information and is not tax, legal, or investment advice.