- Hours: Mon – Wed 9-4
- Closed all other days
Year-round strategies to reduce taxes, avoid surprises, and stay financially prepared
Tax planning is more than preparing a return — it’s understanding how financial choices throughout the year impact what you owe. Our planning service helps you prepare for life changes, manage tax liabilities, stay organized, and avoid unexpected bills or penalties.
We offer planning for individuals, families, small businesses, retirees, and anyone looking to be more proactive with their finances.
Our goal is simple: save you money, prevent surprises, and give you clarity.
What’s Included
- Personalized Tax Strategy
- Review of your income, expenses, and financial goals
- Year-round planning instead of once-a-year filing
- Identification of deductions, credits, and tax-saving opportunities
- Life Event Planning
- Marriage or divorce
- Buying or selling a home
- Retirement planning
- Dependents, childcare, and education credits
- Inheritance or estate changes
- Income & Investment Considerations
- W-2 & 1099 income
- Freelance/gig income
- Rental property considerations
- Retirement contributions
- Capital gains and losses
- Small Business & Self-Employed Support
- Estimated tax calculation
- Quarter-by-quarter payment planning
- Deduction strategies
- Hobby vs. business classification clarity
- Compliance & Penalty Prevention
- Guidance on withholding adjustments
- Avoiding underpayment penalties
- Staying aligned with IRS updates
Our Process
Initial Assessment
We review your current tax situation, income sources, and financial goals.
Identify Opportunities
We look for deductions, credits, and strategies to reduce your tax liability.
Build Your Tax Plan
A clear, customized plan outlining what to do and when to do it.
Implement & Adjust
As your life or business changes, we review and adjust the plan.
Ongoing Communication
Call, walk in, or schedule a meeting anytime you face a major change.
Who This Service is For?
- Individuals wanting to reduce tax liability
- Families preparing for life changes
- Retirees needing guidance on benefits & distributions
- Freelancers, contractors & gig workers
- Small business owners
- Anyone wanting clarity instead of last-minute stress
FAQs
Is tax planning only for businesses?
No — individuals, families, retirees, and employees benefit from proper tax planning.
Do I need to meet with you year-round?
Not necessarily. We provide flexible options and check-ins based on your needs.
Will this guarantee a lower tax bill?
While no result is guaranteed, effective planning almost always reduces surprises and maximizes savings opportunities.
Can I combine tax planning with my annual tax return?
Yes. Most clients choose to use us for both.
Ready to Plan Ahead?
Call (803) 325-1444 or schedule a consultation.
Stay ahead, stay informed, and stay prepared — all year long.
Delivering trusted, accurate tax guidance to Rock Hill families and businesses for over 31 years.
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