Yes — tax planning is built into our year-end process.
For all clients:
- Planning is completed at year-end based on your financial results
For clients with ongoing bookkeeping:
- We also provide a follow-up check-in during the year to ensure the plan is working
Ongoing tax planning requires up-to-date financial information, which is why mid-year check-ins are only available when bookkeeping is current.
Additional planning or advisory support is available if more frequent guidance is needed.