Many people think their tax outcomes are established when they file their return, but most of the important steps happen much earlier. The decisions you make throughout the year affect what you owe, your cash flow, and whether you face penalties. Checking your W-2 withholding is a key way to stay on top of your taxes. This post continues our Tax Advisory Services series by looking at how withholding reviews fit into proactive planning and why this step matters long before tax season arrives.

As a small business owner, you've likely heard of the Qualified Business Income (QBI) deduction, but you may not be sure why it applies one year and disappears the next. That uncertainty usually comes from treating QBI as a filing issue rather than a planning opportunity. In reality, QBI outcomes depend on decisions made throughout the year. This is where tax advisory services make a meaningful difference.

This post continues our tax advisory series by explaining how thoughtful QBI optimization can support stronger after-tax results and more predictable planning for the year ahead.

If there's any area of your life where you want a seasoned professional on your side, it's when you're choosing someone to help with your taxes and financial life. You want a knowledgeable partner who understands your goals, listens to your concerns, and gives you reliable, year-round advice. That's where a CPA comes in.