“For fifteen years Hartwell has handled our returns and our books. They caught an S-Corp election that saved us more in one year than we've paid them in five.”
Robert Chen
Owner, Chen Family Dental
Services
Tax Planning
Proactive, year-round strategies that keep more of what you earn — not just a once-a-year look backward.
Overview
About our tax planning service
Entity selection, retirement contributions, timing of income and expenses, and estimated payments — modelled before decisions are made, not after.
- Mid-year and Q4 projection meetings
- Entity structure and S-Corp election analysis
- Retirement and HSA contribution strategy
- Quarterly estimated payment schedules
- Capital gains and investment timing
- Multi-year scenario modelling
Who it's for
Built for clients like you
Business owners
High-income professionals
Investors
How it works
A clear, predictable process
- 01
Discovery call
A 30-minute conversation about your situation, goals and what's not working today.
Week 1
- 02
Review & proposal
We review prior returns and books, then send a fixed-fee proposal with no surprises.
Week 1–2
- 03
Onboarding
Portal setup, document collection and a clean-up plan if your books need it.
Week 2–3
- 04
Year-round partnership
Monthly reporting, mid-year planning and a CPA who answers the phone.
Ongoing
Client stories
What clients say
via google
Let's talk about tax planning
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 8:30 AM – 5:30 PM