Tax planning support from accurate books
Books your CPA can actually plan from.
Year-round tax planning only works when the books are accurate and current — a CPA can’t plan against numbers that are months behind or wrong. What TechBrot does is keep your books clean all year, track your estimated income and profitability, flag the data points worth a conversation with your CPA, and share organized numbers so your CPA can plan and advise. We don’t do the tax planning — we make it possible.
What you can check before you sign
- Fixed fee, written first
- Your own QuickBooks® file
- No hourly billing
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
Tax planning support is the bookkeeping side of year-round tax planning: we keep your books accurate and current, track projected income, flag data points for your CPA, and hand your CPA organized numbers. Your CPA or EA does the tax planning and gives tax advice; TechBrot does neither. If the books are behind, a cleanup runs $1,200–$15,000+.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
How good books enable tax planning.
Every one of these is bookkeeping — but without it, the planning your CPA does is a guess. This is the groundwork we keep in place all year so your CPA has something real to plan from.
Item 01 · Accurate, current books to plan from
Planning is only as good as the numbers under it. We keep transactions categorized, reconciled, and up to date so your CPA is planning against reality — not a file that’s three months behind. This is bookkeeping; it’s simply the precondition for any planning to be worth doing.
Item 02 · A running picture of projected income
We track income and profitability as the year goes, so there’s a current estimate of where the year is landing — not a number first assembled in April. That running picture is what lets your CPA plan with time to act, rather than react after the year has closed.
Item 03 · Estimated-tax visibility from clean numbers
Clean books make it possible to see estimated income and profitability through the year, which is what estimated-tax planning depends on. We surface that visibility from your numbers; your CPA decides the estimated-payment figures and the strategy. We don’t calculate or advise on the tax — we make the underlying picture clear.
Item 04 · Entity-structure data points worth a CPA conversation
How your business is structured has tax consequences — but that’s a CPA decision. What we do is surface the data points (income levels, owner draws, profitability) that might make an entity-structure conversation worth having, and flag them for your CPA to evaluate. We never recommend a structure ourselves.
Item 05 · Owner-compensation data points to discuss
Owner compensation and draws affect tax planning, and the right answer is a CPA’s call. We keep owner-comp and draw activity clean and visible in the books and flag it as a topic to raise with your CPA — so the conversation happens on accurate numbers, with the actual decision left to your tax professional.
Item 06 · Big-purchase and timing data points, surfaced early
The timing of large purchases or major income can matter for planning. We surface those items in the books as they happen and flag them early enough for a CPA conversation — while there’s still time to plan. Whether and how to act on timing is the CPA’s advice, not ours.
How we support your tax planning with your CPA.
Six things we do through the year so planning isn’t a year-end scramble. None of it is tax advice — it’s the bookkeeping and coordination that lets your CPA plan and advise on time.
- 1
Get the books accurate and current
First we make sure the foundation is real: transactions categorized, accounts reconciled, the file caught up. If the books are behind, that’s a cleanup — because nobody can plan against numbers that aren’t right yet. This is the work that turns a year-end scramble into year-round visibility.
- 2
Keep them current all year
We maintain the books on an ongoing cadence so the picture stays accurate month to month, not just at filing time. Current books are what make planning a year-round activity instead of a once-a-year reconstruction.
- 3
Track projected income and profitability
We keep a running view of where the year is heading — income and profitability as they develop — so there’s a current estimate available whenever your CPA needs it for planning. We track the picture; your CPA plans against it.
- 4
Flag data points worth a CPA conversation
As things come up — an entity-structure question, owner-compensation levels, a big purchase and its timing — we surface them and flag them for your CPA to evaluate. We raise the topic on accurate numbers; the planning judgment is your CPA’s.
- 5
Share organized numbers with your CPA
We hand your CPA reconciled, organized figures on a schedule — projected income, profitability, and the flagged data points — in usable form. The point is that your CPA is never planning blind or assembling numbers from scratch at the deadline.
- 6
Coordinate through the year, not just at year-end
We stay in the loop with your CPA on an ongoing basis so planning conversations happen while there’s still time to act. The CPA makes the decisions and gives the advice; we make sure the numbers and the timing are there to support it.
Three moments to bring your CPA in.
A structural or compensation question comes up
When the numbers raise a question about entity structure, owner compensation, or how the business is set up, that’s a CPA conversation — not ours. We surface the data point and flag it; your CPA evaluates it and advises. Loop them in early, while there’s room to plan.
A big purchase, sale, or income event is on the horizon
Large purchases, a major income event, or a sale can have tax consequences worth planning around. We flag these as they appear so you can bring your CPA in before the timing is locked — the planning judgment is theirs to make.
Estimated taxes or year-end are approaching
As estimated-payment deadlines or year-end approach, that’s the moment for your CPA to plan with the current numbers in hand. We make sure the books are accurate and the figures are organized so your CPA can do that work on time — the estimates and the advice are theirs.
Your CPA plans and advises. We keep the books they plan from.
The clean split is the whole point. Your CPA or EA owns the tax planning: the strategy, the entity and compensation decisions, the estimated-payment figures, the advice. TechBrot owns the books behind it — accurate, reconciled, current numbers, projected income tracked through the year, and the data points worth a CPA conversation surfaced early rather than discovered in April. With your authorization, we coordinate records with your CPA on a schedule so the numbers they need arrive organized and on time. We don’t give tax advice, we don’t create tax strategies, and we never present a planning decision as ours.
What people ask about tax planning support.
Does TechBrot do my tax planning?
No — your CPA or EA does your tax planning. TechBrot is a bookkeeping and advisory firm, not a CPA or tax-preparation firm, and we don’t give tax advice or create tax strategies. What we do is keep your books accurate and current, surface the numbers your CPA needs, and coordinate with your CPA through the year so planning is possible. The planning decisions and the tax advice are always the CPA’s.
Why does year-round bookkeeping matter for tax planning?
Because planning only works on accurate, current numbers. A CPA can’t plan against books that are months behind or full of miscategorized transactions, and a year-end catch-up leaves no time to act before deadlines. Keeping the books clean all year gives your CPA a reliable picture early enough to plan — and gives you estimated-tax visibility instead of an April surprise.
Do you work directly with my existing CPA?
Yes — that’s the model. You may work with your own CPA or EA; with your authorization, TechBrot coordinates records with them throughout the year, sharing reconciled, organized numbers and flagging the data points worth a planning conversation, so the information they need arrives on time and in usable form. Your CPA makes the planning decisions and gives the advice; we make sure they’re never planning on stale or messy books.
What if my books are too far behind to plan from?
That’s common, and it’s the part we fix first. We start with a free file review, then a cleanup gets the books accurate and current — $1,200–$15,000+ depending on how far behind — after which ongoing bookkeeping keeps them planning-ready. Once the numbers are right, your CPA has something real to plan from. The cleanup is bookkeeping; the planning stays with your CPA.
Can you help with estimated taxes?
We can give you and your CPA estimated-tax visibility from clean, current numbers — a running picture of projected income and profitability — but we don’t calculate your estimated payments or advise on them. The estimated-payment figures and the strategy are your CPA’s; we make sure the underlying numbers are accurate and available when they’re needed.
Get the books ready so your CPA can plan.
Tell us which decisions the numbers need to support. We’ll tell you whether advisory, a controller or cleaner books come first.
Or send the details instead