CPA-led tax planning
Your taxes are decided long before you file.
For established owners with a tax picture that has moving parts: a CPA-led team that looks at liability, cash flow, and wealth decisions together, and plans several years ahead.
- 15+
- years of tax and financial experience
- $10M+
- documented client tax savings*
- 300+
- clients served
- 98%
- long-term client retention
*Cumulative figures from Square Accounting records. Past results do not guarantee future outcomes; every situation depends on its own facts.
Who this is for
When the return stops being the whole story.
Filing records the past. Planning shapes what comes next. If any of these sound familiar, a short conversation is worth having.
- 01
Income that no longer fits a template
Profits have grown, a second entity appeared, or income now arrives from several places.
- 02
A tax bill that arrives as a surprise
You learn the number in March, when the choices that shaped it are already behind you.
- 03
Big decisions on the horizon
A major purchase, new hires, a property, a partner buy-in, or a possible sale of the business.
- 04
Advisors who do not talk to each other
Your preparer, attorney, and financial advisor each see one corner of the picture.
- 05
Wealth goals that outrun the plan
You want business decisions to support retirement, family, and life after the company.
- 06
Growing cash flow tension
Estimated payments, payroll, and reinvestment compete for the same dollars.
The planning year
A rhythm that keeps you ahead, not catching up.
Look back, set the baseline
Review the prior year, confirm what changed, and set targets for the year ahead.
Specific timing and options depend on your entity, state, and facts.
Strategy areas
Four lenses on one tax picture.
Opportunities depend on your facts, and not every strategy fits every owner. The first job is to find out which ones are worth your attention.
Tax liability
Forecast what you are likely to owe, understand the drivers, and evaluate strategies that your facts may support.
- Current-year projections
- Entity and ownership review
- Estimated payment planning
Cash flow
Tax decisions have a cash cost. We weigh timing so that reducing a bill does not strain operations.
- Payment and payroll timing
- Reinvestment trade-offs
- Reserve planning
Advanced strategies
Where appropriate, we evaluate more sophisticated approaches and coordinate with your attorney or advisors.
- Compensation structure
- Retirement plan design
- Multi-entity coordination
Wealth decisions
Connect business choices to short and long-term goals, including succession, sale, and life beyond the company.
- Short and long-term trade-offs
- Exit and transition readiness
- Coordination with financial advisors
How it works
From first call to a plan you can act on.
- 1
Fit call
A complimentary 30-minute conversation about your business, goals, and tax picture. We will tell you plainly whether planning is a good match.
- 2
Discovery and analysis
If it fits, we review returns and financials, map your structure, and identify where planning could matter.
- 3
Forecast and roadmap
You receive a forward-looking view and a prioritized set of options with trade-offs explained.
- 4
Ongoing partnership
Check-ins through the year so decisions get made with current numbers, not last year’s.
Why Square Accounting
Calm judgment, several years out.
Square Accounting is a Florida CPA-led firm serving business owners remotely. Our advice starts with your facts and ends with trade-offs you understand, not promises.
- CPA-led. Licensed professionals own the analysis and the advice.
- Honest about fit. If planning will not move the needle for you, we will say so on the first call.
- Coordinated. We work alongside your attorney, banker, and financial advisor.
- Remote by design. Secure, scheduled, and efficient for owners with full calendars.
Questions
Straight answers.
Is the fit call really free?
Yes. The 30-minute call is complimentary and carries no obligation. It is a two-way conversation to see whether proactive planning suits your situation.
Will you tell me how much I can save?
Not on a first call, and not as a promise. Potential opportunities depend on your entity, income, state, and goals. We can discuss where they might exist and what analysis would confirm them.
What kind of business owner is a good fit?
Established owners with growing or complex income, multiple entities, or major decisions ahead. If your situation is straightforward, we will say so.
Do I need to prepare anything?
A short overview of your business and your most recent return is helpful but not required.
Do you only work with Florida businesses?
We are a Florida-based CPA firm and work with clients remotely. Mention your state in the request and we will confirm fit.
What happens after I submit the form?
Our team reviews your request and replies to confirm a time. Your submission does not create an engagement.
Complimentary fit call
Thirty minutes to see if planning belongs in your year.
- Walk through your business, structure, and goals
- Identify where a plan could matter most
- Hear honestly whether we are the right fit
- Leave with clear next steps, whatever you decide
This call is informational and does not constitute tax advice or create a client relationship. Potential tax outcomes depend on individual facts and circumstances and are not guaranteed.
- Have your most recent business return handy
- Note any big decisions expected in the next 12 to 24 months
- List the advisors you work with today