You want to know the number before December, not April.

Business tax planning is a fall conversation about entity choice, timing, retirement plans, and estimated payments, held while the decisions can still change the bill.

WHO THIS IS FOR

One team

Returns, books, payroll, and planning from the same people

Tax attorney and CPA

The founder holds both and reviews the hard questions

Illinois and beyond

Multi-state filings and registrations handled in-house

Tax planning for businesses

We project the year from your books, model the options, and set estimated payments so cash flow and the tax bill line up.

DECISIONS BY QUARTERQ1Entity and salary reviewPrior-year return filedEstimates setQ2Mid-year projectionRetirement plan setupHiring and nexus checkQ3Equipment and 179 timingPTE election modeledQ3 estimateQ4Execute before Dec 31Bonus depreciation, deferralsYear-end owner draw planPlanning is quoted hourly; most clients meet twice a year.
HOW IT WORKS

Four steps, one written estimate

Step 1: Tell us what you have

Book a planning session

Step 2: Get a written estimate

We review books and year-to-date results

Step 3: Upload to the secure portal

Receive a written plan with numbers

Step 4: We prepare, you review, we file

Execute before year end

WHO DOES THE WORK

Prepared in Skokie by people who know what the IRS looks for

Your return is prepared by the Gordon Tax team in Skokie, Illinois. Gordon Tax, LLC was founded by Andrew Gordon, a tax attorney and CPA, and has focused on crypto tax since 2014.

What to have ready

Year-to-date financials, expected purchases or hires, and the decisions you are weighing before year end.

Frequently asked questions

Yes, at least through the most recent quarter. If the books are behind, we catch them up first.

Yes. Multi-entity planning is common for owners with holding companies or several operating businesses.

Crypto tax planning is its own service for investors and crypto businesses. Business planning covers everything else.

SCHEDULE A CONFIDENTIAL CONSULTATION

Tell us what you have. We will tell you what applies and what it costs.

Hourly billing, estimated up front, with a deposit applied to the work.

Get started

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