_edited.png)
Year Round Tax Planning for Small Businesses and Investors
Proactive strategies, clean books, fewer surprises.
Serving Houston, Sugar Land, Richmond, Katy, and clients across the United States.
At Bridged Tax and Bookkeeping, we help owners and investors plan ahead all year. With practical strategy paired with accurate bookkeeping, you will know your numbers, reduce avoidable taxes, and make confident decisions before December thirty one.
Who We Work With
We work best with owners and investors who want things done right the first time.
• Service businesses and consultants
• Contractors, builders, and trades
• Medical and professional practices
• Online sellers and solo entrepreneurs
• Real estate investors with a few rentals
• High earners with W-2 plus a side business or a small investment portfolio
If you are growing, paying more tax than expected, or tired of April only service, we will help you plan with clarity.
What Tax Planning Means Here
Planning beats reacting. Our process runs all year so you always know where you stand.
1. Discovery and Setup
We review prior returns, entity status, owner pay, investments, and your QuickBooks file. If needed, we clean up or catch up your books so planning is based on accurate numbers.
2. Quarterly Strategy Sessions
Each quarter we update profit and cash flow, project annual taxes, calculate estimates, and recommend actions for the next ninety days.
3. Action Playbooks
After every session you get a simple checklist with due dates and dollar amounts. Clear steps, no guesswork.
4. Year End and Pre Filing Review
We confirm final moves, align books to returns, and prepare you for a smooth filing season.
Tools we use include QuickBooks Online for books, Drake Tax for projections and returns, and a secure portal for documents.
Core Tax Planning Services
Quarterly Tax Planning for Businesses
Proactive, numbers based guidance to reduce surprises and keep you compliant.
Investor, High Earner and Multi Income Planning
Coordination across W-2, 1099, K-1, rentals, and investments with estimate calibration.
Entity Selection and S Corp Analysis
When S Corp fits, we model savings, reasonable compensation, payroll impacts, and election timing.
Owner Pay and Estimate Strategy
Safe harbor rules, quarterly estimates, and W-2 versus draws explained and implemented.
Texas Franchise Tax and Multi State Awareness
Nexus checks, Texas Franchise thresholds, and basic multi state guidance for remote teams and sales.
1099 Readiness and Year End Read Through
Keep vendors compliant early and avoid January stress.
Business Owner Tax Planning
Smart, practical help for everyday businesses
Who this is for
• LLCs and S-Corps with one to ten employees
• Service firms, trades, and professional practices
• New and growing businesses that want fewer surprises
What we handle
• Projection updates from your QuickBooks file
• Estimate planning with exact amounts and due dates
• Owner pay basics including W-2 versus draws for S-Corps
• Entity and S-Corp basics with plain English tradeoffs
• Retirement and fringe basics including Solo 401k, SEP, HSA
• Texas Franchise Tax awareness including thresholds and timing
• 1099 readiness with W-9 collection and vendor tracking
Deliverables you receive
• Updated tax projection for the business and owners
• Exact estimate amounts and due dates
• A short 90 day action checklist with clear steps and dollars
• A simple binder of support items for smooth year end and filing
Pricing
Quarterly Planning starting at $399 per quarter
Tax preparation is separate and quoted by complexity.
Investor Tax Planning
Smart, year round strategies for real estate and market investors.
Who this is for
-
Owners with one to five rentals.
-
Short term rental hosts getting started.
-
Individuals with basic stock or ETF investing.
-
High earners with W-2 plus small K-1 or 1099-DIV income.
What we handle
-
Rental setup in QuickBooks or a simple tracker. Income, expenses, and mileage.
-
Standard depreciation for rentals and keeping records for major improvements.
-
Basic short term rental recordkeeping. Calendar logs and simple participation notes.
-
Capital gains and losses for stocks and ETFs. Wash sale awareness and lot selection basics.
-
Estimate planning that includes rental income and basic investment income.
-
Simple basis tracking reminders for small partnership interests, when applicable.
-
Year end checklists so documents match what the return will need.
Deliverables you receive
-
Updated tax projection that includes your rentals and basic investment activity.
-
Exact estimate amounts and due dates.
-
A short action checklist with clear steps and dollar amounts.
Pricing
Quarterly Planning starting at $399 per quarter
Tax preparation is separate and quoted by complexity.
Why Choose Bridged for Tax Preparation
-
More than 10 years in tax and bookkeeping
-
QuickBooks Online and Drake Tax expertise
-
Clear pricing and plain English guidance
-
Flexible service that is remote ready or in person around Houston
-
Personal communication, no outsourced prep
What Our Clients Say
Get Started Today
Book Your Free Tax Consultation
Whether it’s your first time working with a pro—or you’re tired of doing it yourself—we make taxes easier.
Location:
Houston, TX (Serving clients statewide & beyond)
Email:
nick@bridgedtaxandbookkeeping.com
Phone:
(713)424-1120
