TAX PLANNING SIDEKICK

What Could You Do if You Paid a Fraction of Taxes?

What would you do with extra money?

Family vacation?
Education?
Invest in your business?
Help your favorite charity?
Invest in your future?

Imagine how it would feel to choose where your hard-earned money is going instead of a default payment to Uncle Sam. Well, now you can!

As a business owner, you work hard for everything you have. One of the most frustrating things you can experience is that high tax bill at the end of a hard-working year.

By utilizing legal strategies, you can CONTROL and KEEP more of your hard-earned money!

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A Family Affair

Investing in a Tax Plan empowers you to provide for your family like never before! It becomes a generationally impacting action. Making the moves today help ensure you and your family a comfortable tomorrow.

Most tax strategies can be implemented and adjusted year over year. Giving you leverage to make your business do more for you and your family!

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Our Process

Not every business or individual is ready for a tax plan. Depending on where your business is in revenue, profit and cash flow, sometimes it's not quite time for you to take the plunge.

We have simplified the process of evaluating when a tax plan strategy is right for you. As your Tax Planning Sidekick we will be there before, during and after your strategy consultation.

If you prefer to be more hands on you might prefer our DIY model with support. Find out more here !

Initial Consult

We will walk through a series of questions to help us assess where you are and where you want to be.

Engagement Steps

Once we evaluate your estimated savings and you jump on board. We will determine the engagement level.

Depending on how proactive you want to be, more frequent resets may be necessary for you to maximize your tax planning potential.

Deliverable

After an intimate deep dive into your personal tax situation, we recommend the strategies that will give you the biggest impact for today and beyond.

Our Impact is Worth Bragging About

Our mission at Sidekick Accounting Services is to help businesses organize, understand and use their numbers to create profitable and successful companies. Adding on our Tax Planning Partner Program in 2020 has increased our ability to make a lasting impact in small business success and we are just getting started!

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YEARS IN BUSNESS

HAPPY CLIENTS

DOLLARS SAVED

TEAM MEMBERS

Get our "Top 7 SMB Tax Planning Tips for 2021" sheet!

What Our Client's Are Saying

Megan helped my family save so much money by evaluating and implementing the right strategies for our business and family. I am thrilled to not only save money in the first year but year after year going forward. I would highly recommend Sidekick Accounting's Tax Planning! - Julie

About Us

Sidekick Accounting Services empowers owners to organize, understand and use their numbers to grow profitable and successful companies that provide for families, communities and futures.

By supporting businesses in managing their finances and understanding what they mean, we are working to change the statistic that 8 out of 10 small businesses fail. We believe that strong businesses create strong communities and families. Ownership is hard work and it's worth it when your business works for you instead of the other way around.

Understanding your business numbers puts you in control for how your business grows and operates. Let us help you make the most of your hard work! Contact your Tax Planning Sidekick today!

Megan Schwan is the CEO and Founder of Sidekick Accounting Services. As a single Mom to 4 beautiful children she understands the necessity and benefit of running a profitable and successful company. Most businesses provide for families both the owners and the employees. Her mission and passion is changing the statistic that 8 out 10 small businesses fail and empowering other "regular" people to create the business of their dreams.

Megan is also a speaker, coach and published author. She pours into the small business communities providing education and support to starting and growing businesses. As your Tax Planning Sidekick she is here to help you understand, use and grow!