Strategy + Filing
Tax Strategy & Annual Tax Preparation
Tax Strategy & Annual Tax Preparation is for clients who want more than a once-a-year filing — they want a calm, proactive plan and a return that reflects it.
Instead of scrambling at year-end, we combine ongoing strategy with detailed preparation, so your tax return
becomes the byproduct of a thoughtful year, not a rushed appointment.
Who We Serve
Is This Service a Good Fit for You?
This service is designed for clients whose tax situations are complex enough that they benefit from both planning and preparation handled together.
- Service-based business owners who want to coordinate business and personal taxes.
- S corporation owners who need alignment between payroll, draws, and overall tax planning.
- Individuals with multiple income streams, investments, or digital asset activity.
- Anyone who wants to know what to expect at tax time long before their return is filed.
If you are tired of guessing your tax outcome, this service helps you move to a more predictable rhythm.
Built on Meridian
How This Connects to the Meridian Tax Strategy System™
Many clients first work with us through the Meridian Tax Strategy System™. Once your strategy is clarified, this service puts that plan into motion year after year.
- We begin with the insights, opportunities, and priorities identified in your Meridian engagement.
- Your bookkeeping, payroll, and structure are aligned with the strategy we designed.
- Your annual filing reflects the decisions you made during the year — not rushed, last-minute changes.
If you have not yet gone through Meridian, we can either begin there or fold elements of the framework
into your onboarding for this service.
What's Included
What Tax Strategy & Annual Preparation Includes
This service combines structured planning check-ins with your annual filings, so you are never wondering where things stand.
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Strategy sessions during the year.
We meet at key points to review your numbers, projected tax position, and any planned changes. -
Guidance on estimated tax payments.
We help you plan for and adjust estimated tax payments so surprises are minimized. -
Coordination with bookkeeping and payroll.
Where applicable, we ensure your books and payroll support the tax strategy we are following. -
Annual tax return preparation.
Business and individual returns are prepared with the full context of your year and your goals. -
Clear review and explanation.
Before filing, we walk through your return, the results, and recommended next steps.
Process
How the Process Works
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1. Onboarding & information review.
We review your prior returns, current structure, and bookkeeping setup, and confirm what you want
to focus on this year. -
2. Strategy checkpoints.
We schedule key touchpoints during the year to check in on your numbers, make adjustments,
and update projections. -
3. Year-end preparation.
Once the year is closed and your books are ready, we prepare your returns based on the plan
we have been following. -
4. Review & future planning.
We walk through the results, answer your questions, and identify what to refine for the next year.
Pricing
Pricing for Tax Strategy & Annual Tax Preparation
Pricing depends on your entity structure, number of returns, and the level of strategy support you choose.
- Business and individual returns prepared together.
- Options for more or fewer strategy checkpoints during the year.
- Scope-based pricing for cleanup or restructuring work, if needed.
During your consultation, we will outline a recommended level of support and provide a clear pricing range
before any work begins.
Common Questions
Frequently Asked Questions
Can I use this service if I already have a bookkeeper?
Yes. We can coordinate with your existing bookkeeper as long as your records are kept current
and we are able to rely on the data for tax planning. If you need bookkeeping support, we can discuss
adding that service.
Do you work with clients in other states?
Yes. We work remotely with clients across the United States using secure tools for document sharing,
meetings, and signatures.
What if my situation changes mid-year?
That is expected. Strategy check-ins are designed to account for changes — growth, new income streams,
major purchases, or shifts in goals. We adjust your plan as we go.
Next Step
Ready for a calmer tax year?
If you are ready for your tax return to be the final step in a thoughtful plan — instead of a once-a-year surprise — Tax Strategy & Annual Tax Preparation may be the right fit.