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Individual Tax Planning

Individual Tax Planning 

Have your easiest tax season yet with the help of Big Ape Tax!

By using our tax planning tools and proven methods, Big Ape tax Service can provide you with year-round guidance on how to minimize your tax obligations and maximize opportunities to save money. Dollars you spend on tax planning can often provide a significant return-on-investment, or ROI, in the form of tax savings.

We also prepare tax projections and determine what you will likely owe and develop a game plan for approaching any balance due. Come tax time, this helps reduce the odds you’ll be caught off-guard by underpayments, plus it affords a chance to save or make up for any possible, projected shortfalls. Considering tax laws do change, planning is one of your best defenses against “surprises.”


How to get started:

1. Starting the individual tax planning process is straightforward and risk-free: You meet with us face to face or virtually for an initial question-and-consultation session.

2. We provide a summary of potential savings.
3. If you engage our planning services, we take the reins and move forward with the planning,
providing more details around how to optimize your tax situation and minimize your taxes.

Individul Tax Prep

Individual Tax Preparation 

Taxes can be complicated. Save yourself the stress of filing tax returns at the last minute. Even if your tax return is fairly easy, you’d probably rather spend your precious time in another way. Go play, work or simply relax while our professional tax preparers handle it for you.

In analyzing prior returns of new clients, we’ve often found that a good number of self-prepared returns contain mistakes or fail to take legitimate deductions. No doubt, it requires experience, skill and continuing education to know the best ways to minimize your taxes on these forms.

In particular, if your taxes are a bit more complex (e.g., in the case of acquiring property, gifts of inheritance, or other succession factors), having us help with tax preparation is like hiring a qualified mechanic do routine car maintenance. For your financial safety and peace of mind, choosing the right professional tax preparer to complete your tax returns is simply smart. You’ll sleep more soundly, plus you may be able to keep more dollars in your pocket if we spot overlooked tax deductions or prevent mistakes.

While you bear the responsibility for your individual tax return, we stand behind our work. With years of experience, we can handle all individual tax returns, from the simplest to the most complex.

Business Tax Planning

At Big Ape Tax, we invite you to think of us as both your planner and partner. We can guide you in the process of understanding how to amass capital, taking advantage of key tax benefits that may create greater financial freedom and flexibility for you and your business. While we’re here to ensure you’re taking advantage of those opportunities and minimizing taxes (and other financial “surprises”), we’ll develop a year-round relationship to establish, reinforce and sustain your return on investment, or ROI. 

It’s that simple. And that’s how much we believe in our approach to a plan and ability to get results.

First of all not all tax professional can do this. The Big Ape build trust so I can place you in the best tax situation for your needs. You are my client and I want you to appreciate what I do. Secondly, I want to make sure that we are not only giving you high-quality tax preparation, but also actively looking for ways we can save you taxes in the future by using proactive tax reduction strategies. If we could save you money on your future taxes by putting together a proactive tax reduction plan designed for you, is this something you want? If yes, then let the Big Ape know, and let the Big Ape provide you with more details.

Business Tax Planning

Business Tax Preparation

Do you own a business? We also do tax return preparation for partnerships and sole proprietorships. We can handle all types of tax returns required by the IRS.

Let the Big Ape help you make sense of your taxes. With the tax code steadily getting more complicated and time a valuable commodity, we strive to make tax time fast, simple, and easy on you and your business. Small business tax return preparation and filing instructions are core services offered to our clients.


Whether your company is a C Corporation, S Corporation, Limited Liability Company, Partnership, or Sole Proprietor, a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients. If you would like to work with the Big Ape go ahead and schedule an appointment.

BusinessTax Prep
Othe Services

Other Services

From bookkeeping, budgets, financial planning, payroll, and more; The Big Ape can handle it all!

Why it's important:

Bookkeeping is key to keeping accurate financial records. It can be the difference between success and failure for some businesses. As your business grows, your bookkeeping needs will grow too. You'll need to dedicate more staff time, or more of your own time, to recording and managing your company's cash flow.

Payroll is one of the most important aspects of business. It affects employee morale and reflects a business's financial stability and reputation. Because employees rely on their paychecks, errors or untimely payment can create a lack of trust.

Budgeting for an upcoming period isn't just about allocating spend; it's also about determining how much revenue is needed to reach company goals. You can use budgeting to set company-wide and team financial goals that align with them.

A financial plan is the most important thing a small business needs. It's a road map, a guideline, a reminder of what your goals are–what you are trying to achieve in the short-term and the long-term. It lays out what your possible costs are, and it seeks out to address avenues for how to manage these costs.

Ready To Get Started?

Click the button on the upper right hand corner to schedule your 30 minute free consultation or fill out the form below. 

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