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MINIMIZE YOUR TAXes Under the One Big Beautiful Bill
Tell us about your year.
Information we need for your 2025 Tax Plan:
- Year-to-date income and deductions, that is, most recent paystub, year-to-date profit and loss statements, investments activities etc.
- Projected income and deductions to year end.
- 2025 tax payments made this year.
- Any major changes you had this year or expect.
- 2023 & 2024 tax returns if we did not prepare those returns.
Tax Saving Opportunities Meeting
After your 2025 estimate is prepared, we meet virtually to:
- Review your 2025 Tax Summary prepared by us for you
- Discuss tax saving strategies to reduce your tax balance.
- Evaluate "What-if" scenarios so you see the effects of alternative choices.
- You choose your path of action that best align with your goals.
Any outstanding taxes due after tax minimization strategies will need to be paid in as a final quarterly 2025 tax estimated payment due January 15, 2026. .
Aligning your business numbers with your vision
Your business is evolving and so should your your tax strategy. Our Business Growth & Tax Alignment Plan is a proactive advisory program designed to align your entity structure, financial systems, and tax strategy for maximum profit under the One Big Beautiful Bill Act (OBBBA).
As OBBBA reshapes the tax landscape for 2025, it’s time to go beyond compliance and build strategy and clear steps towards your goals.
Who is it for?
- Businesses launched within the last 3 years or preparing for growth.
- Owners unsure whether an LLC, S-Corp, or C-Corp is right under new OBBBA rules.
- Entrepreneurs who want clean books, proactive tax planning, and a year-round advisory partner.
What’s Included:
- Review of prior-year tax return(s) and current financials.
- Entity & structure analysis with OBBBA impact modeling.
- Identification of tax-saving opportunities under new 2025 provisions (QBI, SALT, retirement, energy, and more).
- Estimated quarterly tax schedule.
- 90 minutes advisory session with a CPA/EA tax strategist.
Limited Time Offer
This Business Growth & Tax Alignment Plan cost only $999.
Enroll by December 15, 2025 and receive up to $200 credit toward your first month of BELNAVIS bookkeeping service.
Plan intentionally & Live abundantly.
This year brings some of the biggest tax changes in a decade under the One Big Beautiful Bill Act (OBBBA) , and proactive planning now can mean thousands in savings next tax season.
Our Personalized Individual Tax Efficiency Plan helps you understand how the new law affects you, from deductions and credits to retirement and education benefits.
At BELNAVIS, we create a clear and actionable plan to lower your 2025 tax bill.
Who is it for?
- Individuals and families who want to plan ahead, and proactively lower their tax bill.
- High earners, professionals, or retirees navigating new OBBBA phaseouts and thresholds.
- Parents, homeowners, and investors seeking the sweet spot to maximize deductions & credits..
What’s Included:
- Review of your 2024 tax return for opportunities
- OBBBA-focused tax analysis of how new deductions, credits, and thresholds impact you.
- Personalized 2025 tax-efficient strategy
- Written summary with tailored recommendations to implement right away.
- Estimated quarterly tax schedule.
- 60 minutes advisory session with a CPA/EA tax strategist.
Limited Time Offer
This Individual Tax Efficiency Plan cost is $599.
Book your 2025 Tax Strategy session by December 15, 2025 and receive $100 off your 2025 tax preparation fee.