Tax Planning & Preparation

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Reduce tax liability, increase deductions, and stay compliant, without last-minute scrambling.


Tax season shouldn’t feel like a fire drill. At ARS Accounting, our tax team helps individuals and businesses file accurately, minimize what they owe, and stay compliant year-round—not just in April.



We don’t just “fill out forms.” We help you build a tax strategy that aligns with your income, business structure, payroll, cash flow, and long-term goals, so you keep more of what you earn and avoid costly surprises.


Dedication Beyond Compare

Accurate returns, filed efficiently—with the confidence that everything is supported.



Our experienced tax professionals prepare and file returns with a focus on:

  • accuracy (so you don’t trigger avoidable notices or rework)
  • documentation (so deductions and positions are supportable)
  • optimization (so you capture credits and deductions you’re entitled to)
  • compliance (so you’re aligned with current rules and filing requirements)


What We Do

Full-service tax support for individuals, small businesses, and corporations.

Individual Tax Preparation

Whether your return is simple or complex, we prepare and file accurately—taking into account income sources, deductions, and credits so you’re not overpaying or leaving value on the table.


Common situations we handle:

  • W-2 + multiple income streams
  • self-employment / 1099 income
  • investment income
  • retirement income
  • major life changes (marriage, relocation, new dependents, business start, etc.)

Business Tax Returns

We prepare business returns for:

  • sole proprietors
  • partnerships
  • LLCs
  • S corporations
  • C corporations


Business taxes get complicated quickly—deductions, depreciation/expensing decisions, payroll-related reporting, owner compensation strategy, and entity requirements. We work to optimize your tax position while keeping everything compliant.

IRS Representation & Notice Resolution

If you receive an IRS notice or inquiry, ARS can help you respond correctly and on time—and communicate with the IRS on your behalf when appropriate.


For example, the IRS CP2000 notice process involves reviewing proposed changes and responding with documentation if you agree/disagree. Having a professional handle this can reduce stress and improve outcomes.


For representation before the IRS, the IRS uses Form 2848  to authorize an eligible representative to act for you.

Tax Planning (Proactive, Not Reactive)

Tax planning is where the biggest wins happen.


Filing is backward-looking; planning is forward-looking.


We analyze your financial situation throughout the year and help you identify savings opportunities such as:

  • preventing underpayment issues (estimated tax strategy)
  • improving withholding strategy
  • timing income and expenses strategically
  • guidance around major purchases, equipment, expansion, or hiring
  • entity and compensation considerations (where applicable)


The IRS is clear that “pay as you go” matters, and taxpayers can face penalties for underpaying during the year—planning helps you avoid that.

Why Tax Planning & Proper Filing Matters (Especially When You’re Growing)

Growth creates complexity—and complexity is where people accidentally overpay or get exposed.


As income increases and transactions multiply, tax errors become more expensive:


  • missing deductions because records aren’t clean
  • underpaying estimated taxes and getting hit with penalties
  • poor cash planning leading to “surprise tax bills”
  • filing positions that aren’t well-supported
  • entity structure that no longer fits your business reality


Tax planning turns tax from a stressful annual event into a predictable system. 

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How This Saves You Money

Most businesses don’t have a “tax problem”, they have a planning problem.


When tax strategy is proactive, you can often:


  • capture credits/deductions you might otherwise miss
  • make smarter decisions about purchases and timing
  • avoid penalties tied to paying too little during the year
  • reduce the chance of expensive clean-up work later
  • Even simple planning around withholding or estimated taxes can prevent penalties and interest if you don’t pay enough during the year.

How This Protects You From Liabilities


Clean, supported filings reduce risk.

When returns are accurate and supported by organized records, you:

reduce the likelihood of errors and mismatches

  • make responding to notices easier
  • avoid “guessing” your way through deductions
  • create a defensible tax story if questions arise

And if you do get a notice like a CP2000, the IRS expects a clear response and supporting documents where needed.

What's Included?

Tax Preparation
Business Tax Support
Tax Planning
IRS Support

Common FAQs - Tax Planning & Preparation

  • What is included in ARS Tax Planning & Preparation?

    ARS CFO Concierge for Restaurants is a fractional CFO service built for restaurant operators, providing cash flow planning, food and labor cost control, budgeting, KPI reporting, and margin-focused financial strategy without hiring a full-time CFO.

  • What’s the difference between tax preparation and tax planning?

    Most people need income documents (W-2s, 1099s), prior-year tax return, ID info, and records for deductions/credits (mortgage interest, charitable gifts, childcare, education, medical, business expenses if self-employed).

  • When should I start tax planning for the year?

    A restaurant fractional CFO reviews your P&L and prime costs, monitors key restaurant KPIs, improves forecasting, helps set budgets, and identifies where margins are leaking—so you can act fast and protect profitability.

  • Do you handle both individual and business tax returns?

    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

  • Can ARS help reduce my tax bill legally?

    You should still file on time (or file an extension) to reduce penalties. The IRS may allow payment plans, but interest can still accrue. We can help you understand options and respond correctly.

  • Do I need to pay quarterly estimated taxes?

    Bookkeeping tracks transactions and keeps books clean. Restaurant CFO Concierge uses those numbers to guide decisions—like staffing plans, menu pricing, target prime cost, expansion readiness, and weekly performance management.

  • Can ARS help if I received an IRS notice or letter?

    Yes. ARS can review IRS notices, help you respond correctly and on time, and provide representation and communication support with the IRS when appropriate.

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