Tax planning means fewer surprises in April. EZ Tax Works LLC reviews your income, withholding and estimated payments during the year and recommends practical steps while there is still time for them to count — for individuals, families and business owners in Cumberland, RI and across the country.
Mid-year tax projections
An estimate of what you will owe or get back, built from your year-to-date numbers.
Estimated payment schedules
Quarterly payment amounts for self-employed people, landlords, retirees and business owners.
Withholding reviews
W-4 checks after a new job, marriage, a new child or a move, so refunds and balances stay predictable.
Business owner planning
Owner pay, retirement contributions and entity choice reviewed with your actual numbers.
Life-event planning
Selling a home, retiring, inheriting or starting a business — we review the tax side before you act.
Year-end review
A check before December 31 on deductions, credits and timing decisions that can still change your return.
How our tax planning works
We start with last year's return and your year-to-date income. From there we build a projection of this year's federal and state tax, show you where you stand, and list the decisions that could change the outcome.
We then set up a plan you can follow: quarterly estimated payments if you need them, a withholding change if your paycheck is off, and a check-in before year end to review anything that has changed.
What a planning session covers:
A projection of what you will owe or get back
Quarterly estimated payment amounts and due dates
W-4 withholding recommendations
Deductions and credits you may qualify for
Timing of income, expenses and retirement contributions
A year-end review before December 31
Who benefits most from tax planning
Planning is most valuable when your income changes. That includes self-employed people and freelancers, small business owners, landlords, retirees taking withdrawals, people who sold a home or investments, and households that moved between states or had a major life event.
Self-employed and 1099 earners
Small business and S-corporation owners
Rental property owners
Retirees and people nearing retirement
Home sellers and investors
Families with a new child, marriage or move
Tax planning for business owners
For business owners we review owner pay, entity choice (such as LLC versus S-corporation), retirement plan options and the timing of large purchases, using your actual numbers. Planning works best alongside clean books, so we often pair it with our accounting and bookkeeping services.
Serving Cumberland, Rhode Island & the Boston Metro Area
Meet with us at our Cumberland, RI office on Mendon Road, or plan remotely by phone, video and our secure client portal from anywhere in the United States.
Cumberland, RI
Providence County
All of Rhode Island
Boston Metro Area
Massachusetts
Remote clients nationwide
Frequently asked questions
When is the best time to start tax planning?
Mid-year is ideal, because there is still time to adjust withholding and estimated payments. Planning is useful any time your income changes, and a year-end review before December 31 can still make a difference.
Do I need tax planning if I already have my return prepared?
Return preparation looks back at a finished year. Tax planning looks ahead so you can make decisions before the year ends. Many clients use both.
Can you help me figure out my quarterly estimated payments?
Yes. We calculate your federal and state estimated payments, give you the amounts and due dates, and update them if your income changes during the year.
Do you offer tax planning for small businesses?
Yes. We review owner pay, entity choice, retirement contributions and timing of expenses for small business owners, using your actual numbers.
Plan this year's taxes before they're due
Book a tax planning appointment with EZ Tax Works LLC in Cumberland, RI, or meet with us online.
