Tax Planning for Individuals and Business Owners
Who this helps
Individuals and business owners.
What we help with
- S corporation elections and owner salary; estimated payments; when to incorporate; equipment and vehicles; all states’ PTE taxes; retirement topics (backdoor Roth contributions, SEP retirement plans, maximizing 401(k) contributions). These are discussion topics, not recommendations for every taxpayer.
What to bring
The states relevant to your situation.
Send through the Client Portal (Canopy).
Related articles
- Why tax planning beats tax preparation
- Quarterly estimated taxes: who has to pay and how much
- When it’s right to become an S corp (and when it isn’t)
- Year-end tax moves for business owners
One next step
Contact us to discuss your circumstances, or call (410) 654-5770.
We require a prior-year return to determine a fee.
A Maryland firm, serving clients nationwide
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide, based in Owings Mills, Maryland. We serve all of Maryland, DC and Virginia, as well as other states.
Credentials
Jacquelyn Kalish, CPA, is a member of the MACPA.