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Year-Round Tax Planning

At Ludlow & Harrison, we believe tax planning shouldn’t be a once-a-year scramble. Our Year-Round Tax Planning gives you the tools, guidance, and insight to make informed decisions every step of the way—not just when April rolls around.

Why react to taxes when you can stay ahead of them?

Benefits of Year-Round Tax Planning

Maximize tax savings before the year ends

Avoid last-minute surprises and penalties

Improve cash flow and budgeting with quarterly tax projections

Make smarter business and investment decisions with tax insight

Peace of mind knowing you’re never alone when tax questions pop up

What’s Included in Our Year-Round Tax Planning

Quarterly tax strategy sessions

Real-time income and deduction tracking

Proactive IRS compliance checks

Estimated tax payments & safe harbor strategies

Entity structure review & optimization

Ongoing coordination with your bookkeeper or CPA

Frequently Asked Questions

It gives you the ability to make financial decisions with tax consequences in mind—before it’s too late. That means more control, fewer surprises, and better outcomes.

We schedule quarterly reviews and remain available throughout the year for consultations, updates, or urgent questions. You’re never left guessing.

Yes. By staying on top of your tax position all year long, we help ensure you’re making timely estimated payments, staying compliant, and reducing red flags that can trigger audits.

Nope! We serve individuals, families, freelancers, and investors—anyone who wants to take control of their tax situation and build a smarter financial future.

Let’s Build Your Financial Future — Together

At Ludlow & Harrison, our mission is simple: your financial peace of mind. Discover the difference a trusted CPA firm can make.
Or stop by our Chula Vista office — your financial future starts here.
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