Fractional CFO
Book keeping services
Tax filing services
Tax planning services

Tax Planning Services 

Year-Round Tax Planning for Founders Who Want to Save

Lower your tax bill legally — and keep more of what you earn.

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Tax filing is reactive. Tax planning is strategic. We work with founders throughout the year to reduce tax liability, maximise deductions, and eliminate surprises.

Whether you’re approaching a profitable year or preparing for a major business decision, we’ll help you structure your finances in the most tax-efficient way — and make sure you’re never paying more than necessary.

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Our Planning Process

  1. Deep dive into income + expenses
  2. Entity structure analysis
  3. Identification of deductions + credits
  4. Quarterly planning + annual updates

When to Start

After a profitable quarter

Before year-end (Oct–Dec)

When changing your entity structure

Prior to big purchases or investments

Schedule Your Free Consultation Today

Key Areas We Focus On

S-Corp elections

Home office + depreciation deductions

Health insurance + retirement planning

Estimated tax optimisation

Why Balannx?

Fixed-rate planning (no surprise hours)
Fully compliant and forward-looking
Education-led — so you understand your strategy

Schedule Your Free Consultation Today