Tax prep vs. tax planning
Most people assume every accountant does tax planning. Most don't.
The scoreboard. Records what happened.
The playbook. Changes what happens next.
Omar runs a construction business in Queens.
His preparer filed on time, every year. Nobody planned.
Where money like that comes from: a typical NYC contractor, year one
The breakdown is our engine's de-identified average for an NYC contractor with $384K in revenue, not Omar's own return. Every client's numbers are different. Finding them is the job.
Play tax planner for two minutes
Our Overpaid calculator is the same tool business owners use to see what they're leaving on the table without a tax planner.
- Build a business owner: type of business, income, how they file
- Answer a few questions about their current tax prep
- See the estimated overpayment and the strategies behind it
Family owns a business? Run their real numbers.
Tax Planning Associate, EA track
Earn your Enrolled Agent license. We'll teach you tax planning for real business owners.
What you'll do
- Prepare and review returns so you learn how clients' numbers work
- Build tax plans with our senior planners
- Walk business owners through what they'll save and why
The Enrolled Agent license
- A federal license, and the highest credential the IRS awards
- Lets you represent any taxpayer before the IRS
- One exam in three parts: Individuals, Businesses, Representation
- No degree required, so you can start before you graduate
- ApplyToday, about 60 seconds
- Intro call20 minutes with our team
- Pass the EAThree parts, at your pace
- Join the planning teamLearn on real clients
Speak more than one language comfortably? Tell us on the application.
Apply for the EA trackWe're hiring beyond tax
Tax planning is the work. It takes more than accountants to grow it.
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