Tax Preparation
& Planning
Year-round tax preparation and planning for business and practice owners who want fewer surprises, better strategy, and clear visibility into what’s coming.
Surprise Tax Bills Should Be Avoidable
Many business and practice owners are hit with unexpected tax bills or scramble to find missing documents each year. It’s not because they are unorganized—it’s because their advisor isn’t helping them plan ahead.
Without proactive planning, you risk:
- Missing deductions and credits
- Overpaying or underpaying on quarterly or year-end taxes
- Poor cash flow management due to surprise liabilities
- Inadequate preparation for ownership transitions or estate plans
- Higher audit risk from rushed or inaccurate filings
Personalized Tax Prep & Planning
We tailor tax strategies to your business or practice structure, financial goals, and future plans—not a generic checklist. We offer proactive and precise solutions:
Tax preparation for businesses and individuals
Customized tax projections so you always know what to expect
Entity structure reviews for tax efficiency
IRS compliance and audit support
Year-round access to your advisory team—not just April calls
Industry-specific strategies for dentists, healthcare, real estate, and more
“We haven’t been surprised by a tax bill in years.”
Selling Your Business or Practice? Ask Us About Succession Planning.
Whether you’re selling, retiring, or preparing to transfer ownership, tax implications are one of the most overlooked (and expensive) parts of the process. We help you plan for succession in a way that preserves your wealth—and your legacy.
Succession planning includes:
- Tax strategy for business and practice sales or ownership transfers
- Support for family transitions or internal successors
- Coordination with legal and estate planning professionals
- Forecasting and modeling to ensure a smooth handoff
- Entity structuring guidance to set the foundation early—even years ahead
Year-Round Support—and It Pays Off.
You deserve more than a once-a-year relationship. Our team checks in, runs projections, and helps you make smart decisions before tax season. It’s how we’ve built years-long client relationships.
Our Trusted Clients
“Before Bloomfield, I was always guessing. Now I feel in control, especially during tax season.”
Joshua Bell
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“Our last bookkeeper made mistakes that cost us real money. Bloomfield fixed everything and found even more savings.”
Joshua Bell
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How to Get Started
Schedule a Call
We’ll learn about your current tax setup and challenges
Build a Plan
We map out key tax-saving opportunities and a filing schedule
Stay Ahead
We meet regularly to adjust, project, and file on time
Tax Planning Meets Strategic Thinking
At Bloomfield CFO, we treat tax planning as a tool, not a task. We work with business and practice owners across industries to minimize their tax burdens, stay compliant, and make forward-thinking decisions that protect their future.
Whether you’re preparing to scale, exit, or just want to stop guessing at tax time—we’re ready to help.
You might also like:
Accounting Services
Entity Structuring
CFO Services
IRS Tax Help