Tax Preparation & 2026 Tax Planning

Our Specialists

Tanya Alexander

CEO & Founder
Strategy Box Bookkeeping
20+ Experience

Tax Preparation & 2026 Tax Planning

At Your Bookkeeper On Call, our Tax Preparation & 2026 Tax Planning Program is designed specifically for entrepreneurs and small business owners who want more than just tax filing — they want a smart, proactive tax strategy. We begin by conducting a deep dive into your financials: reviewing your income, expenses, entity structure, deductions, and credits. From there, we prepare your 2025 (or current year) business and personal tax returns accurately and on time, taking every legal deduction available to minimize liabilities and maximize your net retained earnings. Think of this program as your tax compliance engine — expertly handled, completely transparent, and built for peace of mind.

What We Do

But we don’t stop at filing. For 2026 and beyond, we partner with you to design a forward‑looking tax strategy that aligns with your growth goals. We perform periodic check‑ups, scenario modeling, and “what‑if” analyses to help you make informed decisions about investments, hiring, compensation, purchases, and entity changes — all through the lens of tax efficiency. With Your Bookkeeper On Call guiding your plans, you gain clarity, control, and confidence so you can focus on growing your business rather than worrying about tax surprises.

Delivering Excellence Through Expertise

Frequently Asked Questions

Getting started is easy! Simply contact us to schedule an initial consultation, where we’ll discuss your needs and how we can best support your business.

Yes, we offer strategic financial planning services, including forecasting, budgeting, and cash flow analysis, to help you make informed decisions and achieve your business goals.

We take data security very seriously. Our firm uses the latest encryption technologies and follows strict protocols to protect your financial information from unauthorized access.

Our firm is distinguished by our personalized approach, deep industry knowledge, and commitment to building long-term relationships with our clients. We’re not just accountants—we’re your business partners.

Absolutely. We provide full-service bookkeeping, including transaction recording, bank reconciliations, payroll processing, and more, to keep your financials in order.

The frequency of reporting is up to you. We can provide monthly, quarterly, or annual reports, depending on your needs. Regular communication ensures that you’re always informed about your financial standing.

Yes, we provide comprehensive tax services, including tax planning, preparation, and filing. Our goal is to help you minimize your tax liabilities while ensuring full compliance with all regulations.

We use industry-leading software like QuickBooks, Xero, and Sage, but we’re also proficient in a variety of other platforms. We can work with your existing system or recommend the best software for your needs.