Proactive Tax Planning

Tax planning helps you evaluate financial decisions before you act. Alliance Financial & Income Tax reviews your current situation, expected changes, and relevant deadlines so you can understand the tax implications and consider available options.

Some decisions must be made before year-end, while others have different deadlines. Planning early gives you time to evaluate and carry out appropriate steps.

When planning can be useful

• Your income changes or you receive a significant payment.
• You own a business or are considering a change in ownership.
• You buy, improve, or sell rental property.
• You are retiring, changing retirement withdrawals, or considering a Roth conversion.
• You are planning charitable gifts, investment sales, or another major financial event.

Our planning process

Review — We examine prior returns, current information, and expected changes.

Discover — We identify relevant tax questions, opportunities, and deadlines.

Build — We compare appropriate options and develop a practical plan.

Implement — We coordinate the agreed steps with you and, when appropriate, your other professionals.

Review Again — We revisit the plan as your circumstances or the law change.

Why choose Alliance for tax planning

Alliance is led by Mike Mead, an Enrolled Agent, and has served the Kansas City area since 2002. We connect tax analysis with the decisions you actually need to make, explain the tradeoffs, and identify the next steps. For clients who also engage us for financial services, tax considerations can be coordinated with the appropriate financial-planning engagement.

Start before the decision is final

Planning, projections, research, and implementation assistance are separate from standard return preparation unless included in your engagement. Schedule a conversation before a significant transaction or deadline.