Plan ahead for taxes, not around surprises.
The financial decisions you make throughout the year can affect what happens at tax time. Intrinsic DM² provides proactive tax planning for businesses and individuals, helping you understand potential tax implications, identify applicable opportunities, and make more informed decisions with confidence.
Let’s review your situation and identify the planning opportunities worth considering.
Good tax planning starts before the return is filed.
Tax planning is most valuable when there is still time to make informed decisions. Intrinsic DM² takes a proactive, year-round approach built around your actual financial situation, helping business owners and individuals better understand potential tax consequences and prepare for what comes next.
What we help with
From changing income and business decisions to estimated taxes and available opportunities, we help you look ahead and make tax planning part of your broader financial strategy.
Year-Round Tax Planning
Review your tax situation throughout the year so potential issues and opportunities can be considered before filing season arrives.
Business Tax Planning
Understand how business decisions, financial changes, and future plans may affect your tax position before important decisions are finalized.
Individual Tax Planning
Evaluate changes in income, family circumstances, investments, retirement, and other financial events that may affect your individual tax situation.
Estimated Tax Planning
Evaluate whether estimated tax payments or withholding adjustments may be appropriate based on your income and expected tax position.
Credits & Tax Opportunities
Review potentially applicable deductions, credits, and other legitimate tax opportunities based on your specific circumstances and current tax law.
Long-Term Tax Strategy
Look beyond a single filing season and develop a more deliberate approach to managing the tax impact of financial and business decisions over time.
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Accounting & financial experience
“Absolutely the best. Yvette has made great recommendations and saved us so much money.”
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QuickBooks ProAdvisor rating
FAQs
What is tax planning?
Tax planning means looking at your financial situation before your tax return is prepared and considering how income, business activity, estimated payments, deductions, credits, and other factors may affect your tax position. The goal is to make informed decisions while there is still time to act.