Tax Planning
- Home
- Tax Planning
Tax Planning That Puts You in Control
Let’s Keep More of What You Earn—Without the Surprises
If you’re like most small business owners, taxes feel more like a mystery (or a migraine) than a manageable part of your business. But here’s the truth: with the right strategy, tax time doesn’t have to be stressful—or expensive.
Hi, I’m Kate—former PwC tax pro, business owner, and financial coach who’s helped hundreds of entrepreneurs reduce their tax bills, avoid penalties, and take control of their finances.
At Fit Financial, we don’t just file your taxes—we help you build a strategy that keeps more money in your business year-round.
📊 Let’s ditch the last-minute panic and build a tax plan that works for you.
What’s the Difference Between Tax Prep & Tax Planning?
Most accountants show up once a year, punch in your numbers, and send you a bill.
That’s not how I work.
✅ Tax Planning = Strategy
✔ Year-round support
✔ Proactive decisions that reduce what you owe
✔ Entity structure, deductions, timing—before it’s too late
✅ Tax Preparation = Filing
✔ Accurate returns
✔ IRS compliance
✔ Making sure every dollar you’re entitled to gets claimed
💡 You need both. Tax prep keeps you compliant. Tax planning saves you money.
How I Help You Minimize Taxes
1. Quarterly Tax Strategy Sessions
We’ll meet every few months to keep your plan current and make sure there are no surprises come tax time.
2. Maximizing Legit Deductions
From mileage and home office write-offs to equipment and healthcare deductions—we’ll find every opportunity the IRS gives you (and make sure it’s done right).
3. Choosing the Right Entity
Sole prop, LLC, S-Corp? I’ll help you figure out what structure actually saves you the most—then help you switch if needed.
4. Income & Expense Timing
We’ll look at when and how money hits your books, so we can legally lower your tax bill—without raising any red flags.
Who I Work With
✔ Entrepreneurs & Solopreneurs
✔ Small Business Owners
✔ Online & Service-Based Businesses
✔ Businesses earning up to $5M annually
✔ Anyone behind on taxes or struggling with IRS notices
🚫 Not for you if you’re looking for a “just file it” kind of accountant. This is about strategy, clarity, and long-term savings.
What’s Included in Your Tax Plan
📆 Quarterly Tax Planning
✔ Keep taxes predictable
✔ Plan payments without cash flow panic
🧾 Annual Tax Filing
✔ Federal & state returns
✔ All deductions and credits, handled
💬 Pre-Filing Strategy Call
✔ Catch last-minute savings
✔ Ask any questions, judgment-free
🛡️ Audit Support
✔ If the IRS ever comes knocking—you won’t face them alone
🏢 Business Structure & Tax Optimization
✔ We’ll make sure your setup matches your goals (and saves you the most)
Why Work with Fit Financial?
✔ No more guessing
✔ No more tax season panic
✔ No more overpaying
I speak your language, meet you where you are, and give you real strategies that work—no jargon, no judgment.
💡 Your business deserves a tax plan that works just as hard as you do.
Let’s Make Tax Season Easy (and Maybe Even Fun)
📅 Here’s how to get started:
1️⃣ Book your free strategy session – Call or fill out the form below
2️⃣ Tell me about your goals and concerns – I’ll listen first, then build a plan
3️⃣ Walk away with a clear path to save money and stay compliant
📞 Call: (405) 458-8780
📩 Email: info@fitfinancialcoach.com
📋 Or fill out the form below to book your session!
💰 Let’s stop leaving money on the table. Your tax strategy starts here.