Tax planning year-round.
Not just a call in April.
When your bookkeeper and tax strategist are the same team, nothing gets missed. Nuve plans your tax position all year — so April is a formality, not a surprise.
Your CPA looks back. We look forward.
Here's what typically happens: your bookkeeper sends messy books to your CPA in March. Your CPA cleans up what they can, files the return, and tells you what you owe. You write a check you didn't budget for. Repeat next year.
That's not tax planning. That's tax reacting. And it costs you money every single year — in missed deductions, unnecessary penalties, and cash flow shocks you could have avoided.
At Nuve, your tax strategy is built on the same books your team maintains all year. We estimate your liability quarterly, plan deductions before December, and set aside reserves so you're never blindsided.
Tax planning is a 12-month process. Not a March scramble.
Here's what proactive tax management actually looks like across the year.
File & Review
Prior year return filed. Current year strategy established based on projections and goals.
Mid-Year Check
Estimate liability based on YTD actuals. Adjust quarterly payments. Flag any entity or timing decisions.
Plan Ahead
Deduction planning begins. Retirement contributions, equipment purchases, and timing decisions modeled.
Execute & Close
Final deductions executed. Reserves confirmed. Year-end close coordinated. No April surprises.
Tax preparation and planning — integrated with your books.
Not a standalone filing. A year-round tax strategy built on the same data your bookkeeping team maintains.
Business Tax Return Preparation
Federal and state business returns prepared from books we already maintain — no messy handoff, no cleanup fees, no surprises.
Quarterly Tax Estimates
We calculate your estimated tax liability every quarter and tell you exactly what to set aside. No guessing, no scrambling in April.
Year-End Tax Planning
Before December, we model deduction scenarios: equipment purchases, retirement contributions, timing decisions — so you reduce liability while you still can.
1099 Filing
Subcontractor 1099s tracked and filed on time. Especially critical for restoration and trades businesses managing multiple subs per project.
Entity & Structure Guidance
S-Corp election, LLC structure, reasonable compensation — we advise on the entity setup that minimizes your tax burden as your business grows.
Proactive Tax Communication
We don't wait for April to talk about taxes. If something changes — a big job, a new hire, a capital purchase — we flag the tax implications immediately.
What "tax services" usually means vs. what Nuve delivers.
Tax is most powerful when connected to your full financial picture.
Most Nuve clients bundle tax with bookkeeping. The best outcomes come from the full advisory engagement.
Bookkeeping + Tax
Clean books and integrated tax strategy. The essentials, done right.
Books + Tax + CFO
Add monthly CFO insights, cash flow visibility, and proactive tax planning.
Full CFO Partnership
Forecasting, strategic planning, custom dashboards, and full financial leadership.
Transparent pricing. Clear, proactive communication. No annual contracts. If you ever stop experiencing clarity, consistency, and value — cancel anytime with 30 days' notice. No penalties. No friction. Stay because it works.
Tax season shouldn't feel like a surprise. We make sure it isn't.
Book a free 30-minute Financial Clarity Call. We'll look at your current tax setup and show you exactly where the gaps are — and what proactive planning would change.
Book a Financial Clarity CallFree · 30 minutes · No obligation · No sales pressure