Tax Strategy & Planning
Pricing
What's Included in Our Tax Strategy and Planning Services?
Year-End Tax Planning
Before the year closes, we review your income and expenses to identify moves — deferring income, accelerating deductions, harvesting losses — that can meaningfully lower your tax bill while there’s still time to act.
Estimated Tax Planning
We calculate and schedule your quarterly estimated payments based on projected income, helping you avoid underpayment penalties and unwelcome surprises at filing time.
Entity Selection Analysis
Choosing the right business structure affects everything from your tax rate to your liability exposure. We compare sole proprietorship, LLC, S corp, and C corp options to find the structure that fits your goals.
S Corporation Election Planning
If an S corp election could reduce your self-employment tax burden, we walk through the numbers with you and handle the election process to make sure it’s done correctly and on time.
Retirement Contribution Strategies
We help you choose and maximize retirement accounts — from SEP-IRAs to solo 401(k)s — that lower your current tax liability while building long-term savings.
Capital Gain Planning
Timing the sale of investments or property can significantly change your tax outcome. We help you plan around holding periods, offsetting gains, and other strategies to keep more of your returns.
Income Timing Strategies
Shifting when income is received or expenses are paid can move you into a lower bracket or unlock additional deductions. We help you plan the timing that works best for your situation.
Business Expense Optimization
We review your business spending to make sure you’re capturing every deductible expense while structuring purchases and expenditures in the most tax-efficient way.
Tax Projection Meetings
Throughout the year, we meet with you to project your tax liability based on current numbers, so there are no surprises when it’s time to file — and enough runway to adjust course if needed.
New Business Tax Consulting
Starting a business brings a fresh set of tax decisions. We guide new business owners through entity setup, recordkeeping, and early tax strategy to start off on solid footing.
Why Choose Kendrick Accounting CPA for Your Personal Taxes
Kendrick Accounting CPA has helped individuals throughout Greenville, the Upstate, and the Midlands file accurate, on-time tax returns while keeping more of what they earn. As a CPA firm — not a seasonal tax chain — we provide:
- Year-round availability, not just during tax season
- Personalized attention from a CPA who takes the time to understand your situation
- Proactive tax law knowledge so your return reflects the latest deductions and credits
- Clear, upfront pricing with no surprise fees
Ready to file with confidence? Contact Kendrick Accounting CPA today to schedule your personal tax preparation consultation. Call 803.431.1081
Frequently Asked Questions
How much does business tax preparation cost?
What entity types do you prepare returns for?
What documents do I need to bring to my business tax appointment?
Do you prepare tax returns for businesses that operate in more than one state?
Can you help with estimated tax payments throughout the year?
Do you only work with businesses in South Carolina?
Partner with Kendrick Accounting Today
Ready to streamline your finances and ensure compliance with expert guidance? Connect with Kendrick Accounting CPA Services for personalized solutions tailored to your needs. Our team is here to support your financial success. Reach out now to start your journey towards better financial management.
