Your Story Deserves More Than a Template.

Tax Planning

Reduce surprises. Maximize savings. Our proactive tax planning puts you in control.

Great tax outcomes start long before filing season. At Ink & Ledger, we help you plan ahead so you can make smarter decisions throughout the year — not just scramble at the last minute.

Whether you’re a freelancer, self-employed professional, or small business owner, tax planning is key to staying ahead. We’ll review your income, expenses, and deductions so you know exactly what to set aside and when to pay, helping you avoid surprises and penalties.

Our tax planning services include:

  • Customized strategy sessions
  • Income and deduction forecasting
  • Withholding and estimated tax calculations
  • Guidance on the self-employment tax rate, which covers Social Security & Medicare contributions, so you understand what’s required and can budget with confidence
  • Review of deductions such as the home office deduction, depreciation, business use of a vehicle, and more
  • Health-related deductions like the self-employed health insurance deduction
  • Tax impact of major financial moves and life events (marriage, home purchase, new job, etc.)
  • Retirement account strategies (SEP IRA, Solo 401(k), SIMPLE IRA, traditional & Roth IRAs) to reduce taxable income while building long-term savings

We’ll also provide tools and advice — including reviewing your numbers as if through a self-employment tax calculator — so you can clearly see what your estimated tax payments should be.

Tax planning isn’t just for the wealthy. It’s for anyone who wants to feel more confident about where their money is going. We’ll walk you through the “what ifs” and give you clear action steps to walk you through the “what ifs” and give you clear action steps to prepare.

Let’s Simplify Your Taxes Together

At Ink & Ledger Tax Solutions, we believe clarity begins with connection. Whether you’re an individual or a small business, we’re here to guide you through every page of your financial story.

📧 Ready to get started?
Reach out today at sara@inkandledger.org or fill out our Contact Form. Let’s write the next chapter together.