Services · Austin, TX
Tax Planning in Austin, TX
Year-round tax planning for individuals, families and business owners in Austin. Daniel Malinowski, CPA reviews your income and upcoming decisions and builds a plan to lower your taxes within the rules.
What’s Included
What Tax Planning Covers
Tax planning looks ahead. Daniel reviews where you stand during the year and recommends steps you can still take.
Year-round tax projections
An estimate of what you will owe, updated as income and expenses change.
Business structure review
Whether your LLC, partnership or S corporation setup still fits your income.
Retirement planning
Contributions, withdrawals and retirement decisions planned with taxes in mind.
Quarterly estimated taxes
Payments calculated so self-employed owners avoid underpayment penalties.
Major decisions
Purchases, property sales and business changes reviewed before you act.
Return review
Last year’s return reviewed for missed deductions and credits.
Who It Is For
Tax Planning for Individuals, Families and Business Owners
Daniel creates a plan around your situation, not a template.
01
Business owners
Owners of LLCs, partnerships and S corporations who want to keep more of their profit.
02
Individuals and families
Households with investments, rental property, equity pay or a growing income.
03
Pre-retirees and retirees
People planning retirement account withdrawals and other retirement decisions.
04
Self-employed professionals
Consultants and contractors who pay quarterly estimated taxes.
How It Works
How Tax Planning Works
Planning starts with a review of where you are today.
Step 1
Book a call
Tell Daniel about your income, business and goals.
Step 2
Share your records
Upload prior returns and current-year figures securely.
Step 3
Get your plan
Daniel explains the strategies that apply and what each one is worth.
Step 4
Check in during the year
Projections are updated as your situation changes.
FAQ
Tax Planning Questions
Answers to the questions clients ask most about tax planning.
What is the difference between tax planning and tax preparation?
When should I start tax planning?
Can tax planning help my small business?
Do you help with retirement tax decisions?
Do I need to meet in person?
Service Areas
Serving Austin and Nearby Central Texas Cities
Daniel Malinowski, CPA is based in North Austin at 8701 Shoal Creek Boulevard. Clients meet with Daniel by appointment at the office or by phone and video, and share documents securely online.
Get Started
Book a Call With Daniel Malinowski, CPA
Tell Daniel about your taxes, books or payroll and what you need help with. Meet at the Austin office or by phone or video.