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Business Tax Preparation
Accurate preparation of business tax returns, including partnerships and S corporations, with attention to how your business return coordinates with your individual tax situation.
Business tax planning & tax preparation
Business Tax Planning & Consulting for Business Owners
Your tax strategy should not begin when the return is due. Shieke Sharpe Consulting provides proactive business tax planning and consulting to help you understand your tax position, prepare for upcoming obligations, and make more informed financial decisions throughout the year.
CPA + CFE expertiseYear-round planningServing business owners nationwide
Proactive tax strategy
Tax preparation looks back. Tax planning looks forward.
Accurate filing matters, but many tax decisions need to happen before the return is prepared. We connect tax preparation with year-round planning so you can evaluate opportunities while there is still time to act.
- Estimated tax planning
- Entity and compensation considerations
- Retirement and deduction planning
- Business and personal tax coordination
I’m Not Just Your CPA —I’m Your Business’s Financial Partner.
Business tax services
Tax planning that goes beyond filing a return.
From tax preparation and quarterly estimates to entity considerations and retirement planning, we help business owners connect tax decisions to what is actually happening inside the business.
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Year-Round Business Tax Planning
Evaluate potential tax strategies before year-end so there is still time to act. Planning may include deductions, income timing, retirement contributions, business investments, and other opportunities based on your circumstances.
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Quarterly Estimated Tax Planning
Use available financial information and projections to plan for federal and applicable state estimated tax obligations instead of discovering the number after the deadline.
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Entity & Compensation Planning
Understand tax considerations involving entity selection, reasonable compensation, owner distributions, and related planning decisions as your business grows.
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Retirement & Tax-Advantaged Planning
For eligible business owners, evaluate retirement contribution opportunities that may support both long-term wealth building and tax planning.
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Individual Tax Preparation
Business and personal taxes are often connected. We prepare individual income tax returns with consideration for business income, deductions, estimated payments, and other relevant tax items.
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IRS Notice & Audit Support
Get professional support understanding IRS or taxing-authority correspondence, determining the appropriate response, and identifying information that may be required.
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Business Tax Consulting
Get practical guidance on the tax impact of business decisions before you make them, with tax conversations connected to your current financial information and goals.
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Business & Personal Tax Coordination
Review how business income, owner compensation, deductions, estimated payments, and other items affect your broader individual tax picture.
Business tax consulting
A profitable business can create tax questions long before tax season.
How much should you set aside for taxes? Should you make quarterly estimated payments? Does your current entity still make sense? Are there legitimate deductions you may be overlooking? Could retirement contributions support both tax planning and long-term wealth goals?
Those are business tax consulting conversations—not simply tax-return preparation. Our goal is to help you understand the numbers behind your tax situation so you can make informed decisions throughout the year.
A more proactive process
Plan before the year is over.
Good tax planning begins with accurate financial information, realistic projections, and enough time to make decisions.
- Projected business and taxable income
- Federal and state estimated tax payments
- Entity structure and owner compensation
- Retirement-plan contribution opportunities
- Timing of income and deductible business expenses
- Business purchases and investment considerations
- Business and individual tax coordination
- Prior-year issues affecting current-year planning
Who tax planning is for
For business owners who want fewer tax surprises and better information.
Business tax planning can be especially useful when income is increasing, estimated payments are changing, you are considering an entity change, you are evaluating major business purchases, or you want a clearer understanding of how business decisions affect your personal tax situation.
GrowingIncome or profitability is changing
PlanningYou want to act before year-end
StructuringEntity or compensation questions are emerging
PreparingYou want clearer estimated tax expectations
Why Shieke Sharpe Consulting
Tax expertise connected to the bigger business picture.
Shieke Sharpe, CPA, CFE brings accounting, tax, and business experience together to help business owners understand more than the final number on a tax return.
The goal is not simply to file taxes. It is to help you understand what is happening financially, identify legitimate planning opportunities, prepare for upcoming tax obligations, and make business decisions with better information.
CPACFEFormer Big FourCollege ProfessorBusiness Owner
Planning principles
Strong tax planning starts with the facts.
Tax recommendations are based on each client’s specific facts and circumstances. No particular tax strategy, deduction, refund, or savings amount is guaranteed.
Information on this page is general in nature and is not individualized tax, legal, or investment advice.
Frequently asked questions
Business Tax Planning FAQs
What is business tax planning?
Business tax planning is the process of reviewing your business income, expenses, structure, compensation, estimated taxes, and other financial decisions before the tax year is over so you can evaluate planning opportunities and prepare for potential tax obligations.
When should I start tax planning?
Tax planning can take place throughout the year, but earlier planning generally gives you more time to evaluate and implement appropriate strategies. Waiting until your return is being prepared can limit the options still available.
Can tax planning help with quarterly estimated taxes?
Yes. Projecting taxable income during the year can help determine whether estimated tax payments may be necessary and provide a clearer idea of how much should be set aside.
Do I need planning if someone already prepares my return?
Tax preparation and tax planning serve different purposes. Preparation reports transactions that already occurred. Planning focuses on decisions that may still be made before the end of the tax year.
Can you help evaluate an S corporation?
Yes, as part of a broader tax-planning discussion. Whether an S corporation or another structure is appropriate depends on factors including profitability, compensation, administrative requirements, state taxes, and your individual circumstances.
Do you work with business owners outside New Jersey?
Yes. Shieke Sharpe Consulting is based in New Jersey and serves business owners nationwide.
Plan before tax season
Don’t wait until the return is due to think about taxes.
If your business is growing, your income has changed, or you want a clearer picture of your tax situation, let’s have the conversation while there is still time to plan.