Pays Less Taxes Who helps you pay less taxes: a Tax CFO for business owners
Steven Palmieri is a Tax CFO, also called the Entrepreneur's CFO. Here's what a Tax CFO does, how pricing works, and how to reach us.
Book a free call.What a Tax CFO does.
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A Tax CFO plans your taxes during the year, while the moves can still change the result. That's different from a preparer who records the year after it ends.
- Plans your tax setup, your salary and your retirement plan.
- Keeps your books current in QuickBooks Online.
- Builds custom dashboards and reports with AI, so you see profit and cash as you go.
- Sets up payroll with you, then hands each payday to the payroll company you choose.
- Prepares your return with every move on it.
- Meets by video, in person when it helps, or on a call with your banker.
How pricing works.
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Owners need different amounts of help, so we price the work a few ways: by the hour, by the month, by the project, or a mix of those.
Once we've talked, you get a letter spelling out the scope and the price. Work starts once you sign it.
Ask a question before you book.
You will be talking to the Steven Palmieri practice.
Where we work.
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We work with owners anywhere in the country by video and in the books you share with us. Where you're located doesn't change the free call.
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What a year of working together looks like.
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Most owners we work with follow the same rhythm through the year.
- Each month: the books are brought current in QuickBooks Online, so profit is a real number.
- Each quarter: we look at profit so far and set the estimated tax payment, so April has no surprise.
- In the fall: we plan the year-end moves, such as the last S corp paydays, retirement deposits and equipment in use by December 31.
- In January: we set the salary, the plan contributions and the estimates for the new year.
- At filing time: we prepare the return with every move on it, and the records behind each one in the file.
Questions owners ask about who does the work.
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For tax savings, do I want a Tax CFO or a CPA? If you're looking for a CPA, we're the Tax CFO alternative: we plan your taxes during the year, keep your books and prepare your return. Steven Palmieri is not a CPA, and the practice does not sign audit, review or compilation reports.
Who prepares my return? We do, from books we keep current with you.
Do I have to switch everything at once? No. Some owners start with planning and the return, and add bookkeeping later.