Tax Planning & Strategies
Taxes shouldn’t be a surprise in April. At Makki Tax Services, we help individuals and businesses in San Antonio plan ahead — legally lowering what you owe, timing income and deductions, and making decisions during the year that pay off at filing time.
Why Plan Ahead?
- Pay only what you legally owe — not a dollar more
- Avoid underpayment penalties and surprise tax bills
- Make business decisions with the tax impact figured in first
What We Cover
- Business structure review — LLC, S corporation, or sole proprietor: which one saves you more
- Retirement contributions — SEP IRA, Solo 401(k), and IRA timing
- Income and deduction timing — when to invoice, buy equipment, or prepay expenses
- Quarterly estimated taxes — calculated and scheduled so there are no penalties
- Credits and deductions review — making sure nothing you’re entitled to is missed
- Year-end strategy — moves to make before December 31
Who It's For
- Small business owners and self-employed professionals
- Rental property owners
- Anyone whose income, business, or family situation changed this year
How It Works
- Book a 30-minute Tax Planning / Strategy appointment
- We review your last return and your current situation
- You leave with clear next steps for the rest of the year
Questions first? Call us at (726) 627-7996 or send a message through the Contact page.