Tax planning & strategy

Reduce your tax bill year-round.

Preparation is what you do in April. Planning is what you do all year. Both are available with TaxesbyRoss.

“At TaxesbyRoss, I provide expert tax preparation and planning services tailored to your unique financial situation. I ensure accuracy, maximize deductions, and help you keep more of your hard-earned money.”

— Ross

Tax Strategy Sessions

Personalized, one-on-one planning sessions to map out how to legally minimize your tax liability — before filing season, not after. We review income sources, deductions, retirement options, and quarterly payment strategies.

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Set-Aside Calculator

Ross's signature tool: a unique formula designed specifically for 1099 contractors and self-employed workers. Walk through your income, expenses, and filing situation to know exactly how much to set aside each month — so you're never caught off guard in April.

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Year-Round Tax Support

Tax planning doesn't stop when you file. Ross is available throughout the year to answer questions, review major financial decisions (home purchase, business launch, new income stream), and keep your tax strategy aligned as your life changes.

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Common strategies we use

Legal ways to keep more of your income

Every client situation is different. Ross reviews your full financial picture to identify which of these apply — and implements them correctly.

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  • Maximize IRA, SEP-IRA, or Solo 401(k) contributions
  • Time income and deductions across tax years
  • Use business entity structure to lower SE tax
  • Bunch charitable donations into high-income years
  • Leverage depreciation for rental and business assets
  • Plan quarterly estimated payments to avoid penalties
  • Health Savings Account (HSA) optimization
  • Home office deduction qualification review