Before year-end you can still make decisions that affect your business tax result. An Edeal CPA reviews your numbers, entity structure and plans and helps you build a concrete action plan before December 31.
A tax return mostly records what already happened. Tax planning happens earlier — while you can still review options and make decisions before the tax year ends.
What happened? We gather data, calculate the result and file the return after year-end.
What can still change? We review the current situation, consider scenarios and define actions before year-end.
How your business tax burden looks under the current scenario, based on available data.
Which decisions you can consider before year-end and how they may affect taxes, cash flow and the financial result.
What's worth doing, who owns each action, its priority and the deadline to complete it.
We analyze your specific situation and look for opportunities that apply to your business — no generic advice.
LLC, S-Corp, C-Corp, multiple companies, activity across states and relationships between entities.
Salary, distributions, owner compensation and other ways money moves between the business and the owner.
Current tax scenario, estimated taxes and decisions that can affect the final result.
Equipment, vehicles, real estate, business expenses and other planned business spending.
Payroll, benefits, retirement plans and other decisions relevant to the owner and family.
Decisions worth preparing early so the new tax year doesn't start without a plan.
Answer a few questions and see which areas are still worth reviewing before December 31.
An Enrolled Agent is a specialist federally authorized to represent taxpayers before the IRS. 15+ years in business; focus on business systematization, financial analysis and tax planning for U.S. companies.
Meet the team →Example result structure. Actual calculations, options and recommendations depend on the data and circumstances of the specific business.
Choose the format based on your task. If you're not sure, an Edeal manager will help you decide.
60 minutes one-on-one with a CPA to work through a specific tax situation or several related questions.
A personal business tax review with prior data analysis, a strategic session and a concrete action plan.
You don't have to change your current CPA or accountant. The strategic session can be used as a separate, independent tax-planning review. We analyze the current situation, possible scenarios and deadlines. You can implement the final plan with Edeal or with your existing team.
Discuss my situation →Revenue or profit changed noticeably versus last year.
Owner compensation, payroll, distributions and related decisions need a review.
You need to look at the overall structure, money flow and tax impact across entities.
Vehicle, equipment, real estate or other significant spending.
Questions about multi-state activity, registration or tax obligations.
Returns are filed, but tax decisions aren't planned systematically in advance.
“A great experience working with the team on my company's U.S. annual tax report. Professional, responsive and very knowledgeable. They also helped with cross-border taxation questions (I'm a Canadian tax resident) and gave clear, helpful guidance.”
“I've worked with Edeal for several years — they helped register my U.S. company, handle annual reporting and recently helped remove a state penalty. Special thanks to my account manager Marina for the responsible, professional approach!”
“Excellent company. I trust them with my accounting and have never regretted it.”
Return preparation mostly reflects transactions that already happened during the tax year. Tax planning happens in advance: a specialist reviews current data, plans and possible scenarios while some decisions can still be made before year-end.
The earlier the analysis is done before year-end, the more time remains to implement decisions. Exact timing depends on the situation and the type of action considered.
Yes — depending on the situation, some decisions may still be relevant. Some actions take more time, so don't leave the analysis to the last days of December.
Typically a prior-year tax return, current bookkeeping, payroll, bank data and information about business plans. The exact list depends on the situation and is provided by your manager in advance.
Yes. You don't have to move bookkeeping to Edeal. The analysis needs current and sufficient financial data.
No. The strategic session can be a separate, independent analysis. You can implement the plan with Edeal or with your current team.
Yes. The analysis considers the LLC's tax classification, ownership structure, business activity and other circumstances.
Yes. The analysis format depends on the entity type and the specific tax situation.
Yes. If needed, we can review several related companies and the overall business structure.
Yes. Multi-state activity may require a separate analysis of tax and registration consequences.
A session recording, a short summary, a step-by-step Action Plan, priorities and deadlines for the discussed actions.
No. The result depends on the actual circumstances of the business and applicable tax rules. The goal of tax planning is to identify available options, assess their consequences and help the owner make informed decisions.
Start with a free conversation with an Edeal manager. Tell us about your business and your task — we'll decide whether a CPA consultation is enough or a full strategic session makes sense.
Leave your contacts — we'll email you “What can I deduct: 100 business expense categories for U.S. businesses”.
An expense list helps find potential deductions. But tax planning starts with your specific numbers, business structure and plans.
Want to understand which decisions can still be considered before year-end?
Discuss my situation →