SmartBooks Mid-Year Tax Review
Avoid Tax Surprises Before Year-End
Get a proactive CPA tax projection and action plan before tax season.
A mid-year tax review helps you understand where you stand now, adjust withholding or estimated tax payments, and identify planning moves before December 31.
Who it is for
Built for taxpayers who need clarity before year-end.
This CPA tax planning service is especially helpful when income, withholdings, business profit, estimated tax payments, stock gains, crypto gains, or S-Corp owner compensation have changed during the year.
Business owners
Review profit, deductions, estimates, and cash flow before year-end.
S-Corp owners
Check reasonable compensation, distributions, payroll, and planning opportunities.
1099 contractors
Estimate tax exposure and adjust quarterly estimated tax payments.
High-income W-2 earners
Review withholding, bonuses, equity compensation, and possible underpayment risk.
Couples with multiple jobs
Coordinate withholding across multiple paychecks before tax season.
Investors with stock or crypto gains
Project taxable gains and identify timing or payment planning needs.
Anyone who usually owes taxes
Find out where you stand now instead of being surprised later.
Why it matters
Planning only works while there is still time to act.
Most people wait until tax season to find out they owe. By then, many planning opportunities are gone. A mid-year review helps you make smarter decisions before December 31.
What is included
A focused tax projection and advisory action plan.
SmartBooks CPA reviews the major drivers behind your expected balance due or refund and identifies planning opportunities before the year closes.
Pricing
Simple starting points. Final pricing depends on complexity.
Individuals
Starting at $249
- W-2 withholding review
- Estimated payment review
- Investment gain planning
- Written action plan
Business owners
Starting at $499
- Business income and deduction review
- Federal and California tax projection
- S-Corp planning check, if applicable
- Retirement and tax savings opportunities
Final pricing depends on complexity, number of income sources, entity structure, bookkeeping condition, investment activity, and planning scope.
Schedule review
Request your SmartBooks Mid-Year Tax Review.
Share a few details and SmartBooks CPA will follow up about your CPA tax projection, estimated tax payments, W-2 withholding review, S-Corp tax planning, or business tax planning needs.
This is a paid advisory service. It is not a free calculator and it does not replace a full tax return preparation engagement.
Before December 31
Get ahead of your tax picture while planning moves are still available.
SmartBooks CPA helps individuals and business owners move from reactive tax season surprises to proactive CPA tax planning.