Tax planning
Stay ahead of the year, not behind it.
Year-round tax planning for individuals and small businesses in the Waco area. Steady strategy through the year, so you are not catching up at the last minute.
Who this is for
This is for individuals, families, and small businesses who want a plan before year-end, and for people facing a life change or a big decision who want a second set of eyes.
What planning includes
A steady strategy through the year, talked through in plain language. The aim is to keep you ahead of things, instead of catching up at the last minute.
A second set of eyes
Life changes, big decisions, or a second opinion before you move. This also includes questions for people moving between Canada and the US. If that is your situation, you can also read about Canada-US tax help.
How this works with returns and books
Planning is more useful when the return and the books are in good order. If you also need an individual tax return, business tax help, or bookkeeping, you can mention that when you get in touch.
Good to know: please don't include Social Security numbers, SINs, bank details, or tax documents in the form. James will tell you a safe way to send them. He aims to reply within one business day.
Related help
Questions people often ask
Is this only at tax season?
No. This is year-round help, so you can stay ahead of the year instead of catching up at the last minute.
Can I ask about a decision before I make it?
Yes. That is the advisory part: a second set of eyes before a life change, a big decision, or a move.
Good to know: please don't include Social Security numbers, SINs, bank details, or tax documents in the form. James will tell you a safe way to send them. He aims to reply within one business day.