Tax Planning
Tax Planning & Strategy for Professionals & Small Businesses
Tax Planning That Helps You Keep More of Your Money
Stop reacting to your tax bill every April. With strategic, year-round virtual planning, you’ll know what to expect, lower your tax liability legally, and make smarter financial decisions all year long.
Virtual Year-Round Support • Licensed Enrolled Agent • High-Income & Small Business Focus • IRS-Compliant Strategies
Who This Is For
Heading: Tax Planning Is Perfect For You If…
- You’re tired of big, surprise tax bills.
- You’re earning more and want to keep more.
- You have a business, LLC, or side income.
- You want to avoid penalties and surprises.
- You’re considering an S-Corp or better structure.
- You want to maximize your deductions.
- You want strategic guidance, not a one-time tax prep.
What’s Included
What You Get With Rhema’s Virtual Tax Planning
- Quarterly strategy meetings.
- Estimated tax planning to avoid penalties.
- Entity optimization (LLC, S-Corp, C-Corp).
- Income & deduction strategy.
- Retirement & wealth tax strategy.
- Year-end tax optimization.
How Virtual Tax Planning Works
Step 1 – Strategy Call: We review your income, goals, and current tax situation.
Step 2 – Document Upload: You upload returns, statements, and business info.
Step 3 – Tax Plan Development: We build a personalized plan tailored to your income, business, and goals.
Step 4 – Quarterly Adjustments: We meet every quarter to adjust, update, and stay ahead of changes.
Step 5 – Year-End Review: We finalize deductions, confirm estimated taxes, and prepare you for filing season.
Who Benefits Most from Tax Planning?
- Small business owners
- High-income W-2 earners
- Real estate investors
- Gig workers with variable income
- Consultants & contractors
- Growing entrepreneurs
- Self-employed individuals
- Multi-state income earners
Why Rhema Is Different
Heading: Why Clients Choose Rhema for Tax Planning
- Year-Round Care – Not just April support — full-year strategy.
- Real Human Guidance – We explain everything in clear, simple language.
- Nationwide Virtual Support – You don’t need to be local to save money legally.
Strategies We Use
Heading: A Few Real Tax Strategies We Use for Clients
- S-Corp tax savings for qualifying LLCs
- Business deduction optimization
- Home office & vehicle strategy
- Retirement tax strategy (Solo 401k, SEP, etc.)
- Income splitting & family tax strategy
- Real estate cost segregation (if applicable)
- Estimated tax planning to avoid penalties
Note: We only implement legal, IRS-compliant tax strategies.