Strategic Tax Planning That Saves You Money
Our dedicated tax professionals work year-round to minimize your tax liability through proactive planning, quarterly projections, and decisions made while there is still time to make them. No surprises at filing time, just smart tax strategies.
Business Owners
Business Tax Strategy
Strategic tax planning for S-Corps, C-Corps, partnerships, and multi-member LLCs, focused on the decisions you can still change.
Quarterly Tax Projections & Planning
Proactive Quarterly Analysis
Know your estimated tax position before year-end
Strategic Tax Reduction
Implement planning ideas before year-end
Cash Flow Optimization
Plan estimated payments and avoid unexpected balances due
Year-End Tax Planning
Consider major decisions before December 31
Reasonable Compensation
Setting S-Corp owner wages and distributions on a defensible footing.
Multi-State Nexus
Nexus and apportionment mapped out before you expand into a new state.
Depreciation Strategy
Timing major purchases around Section 179 and bonus depreciation.
Entity Optimization
Strategic guidance on LLC vs S-Corp vs C-Corp structures.
Tax Credits
R&D credits, hiring credits, and industry incentives.
Individual Taxpayers
Personal Tax Strategy
Planning for individuals, families, investors, and self-employed professionals, so the return filed in the spring holds no surprises.
Projections & Estimated Payments
Know the Number Early
A projected tax position well before the balance is due
Withholding & Estimates Balanced
Adjust withholding or quarterly payments during the year
Year-Round Tax Planning
Guidance beyond filing season to help you plan ahead.
Investments & Capital Gains
Tax-efficient strategies for stocks, bonds, and other investments, including when to realize a gain.
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Rental & Investment Property
Depreciation and ownership decisions weighed for single and multi-unit properties.
Deduction Timing
Guidance on mortgage interest, taxes, charitable giving, and when to claim them.
Self-Employed & Side Income
Specialized planning for freelancers, contractors, and side businesses.
Benefits of Year-Round Tax Planning
The difference between reactive tax filing and proactive tax planning can mean thousands of dollars in savings. Here's what you can expect when you partner with us:
Maximize Tax Savings
Proactive planning means we implement strategies before year-end to legally minimize your tax liability and keep more of your money.
Year-Round Planning
Not just tax season—we provide ongoing guidance for major purchases, entity changes, and strategic business decisions.
Strategic Entity Optimization
We'll ensure your business structure (LLC, S-Corp, C-Corp) is optimized for maximum tax efficiency as your business grows.
Credits & Incentives
We identify all available tax credits, deductions, and industry-specific incentives you qualify for—nothing left on the table.
Save Time & Reduce Stress
Focus on your business while our expert CPAs track the projections, deadlines, and IRS correspondence on your behalf.
Multi-State Expertise
Expanding to new states? We map the nexus issues and apportionment questions before they turn into a filing problem.
Planning shapes the number. Preparation puts it on the form.
The same CPAs who build your strategy prepare the returns that carry it out, from Form 1040 to 1120-S, 1065, and 1120, including returns filed on extension.
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Related Services
Discover our comprehensive suite of accounting and business services designed to support your success.
Year-round tax planning support is available for clients in Galena, Sunbury, Westerville, Powell, and Delaware.
Your Trusted CPA Firm in Galena, Ohio
Mattison Yoder CPAs has been providing comprehensive accounting, bookkeeping, tax planning, and payroll services for over 25 years. We're dedicated to helping small businesses and individuals navigate their financial needs with confidence.
