Your tax bill for this year is still being decided. You have until December 31.
The Year-End Planning Sprint is a focused, 60-day engagement for business owners who want to make their year-end decisions on purpose, with a CPA who knows how the numbers land before the year closes.
Starting at $3,500 | October 15 to December 1 | Partner-led
Most tax planning happens after it is too late to matter
By the time most business owners sit down with their CPA in March, the year is closed. The equipment purchase, the bonus timing, the entity election, the retirement contribution: those decisions were made, or not made, months earlier.
The last 60 days of the year are when those decisions still have room to move. A clear projection in November tells you what your tax bill will be if you do nothing, and what it could be if you act. The Sprint is built to give you that picture while there is still time to use it.
What you get in the Sprint
- A full year-end tax projection. We project where your business and personal tax picture will land for the year, based on your actual numbers to date.
- A written strategy report. Specific recommendations for your situation, in plain language, with the estimated effect of each one.
- A one-hour teams or in person meeting. Sit down with senior advisor to walk through the report and decide what makes sense for you.
- Help putting it into action. We help you carry out the moves you choose before December 31, such as equipment purchase timing, bonus and owner pay decisions, entity elections, retirement plan setup, and charitable giving.
- An option to keep going. If you want ongoing support after the Sprint, you can move into a full-year engagement starting January 1 at preferred pricing.
How the Sprint works
- Book a complimentary 20-minute conversation. We will talk through your situation and confirm the Sprint is a fit.
- Send us your year-to-date reconciled financials and last year’s business and personal tax returns before December 15th. We keep the document request short and specific.
- We build your projection and strategy report, and meet with you to review it.
- You choose your moves. We help you put them in place before December 31.
Built for owners who have outgrown once-a-year tax prep
The Sprint is a fit for owners of growing businesses, usually $3 million to $30 million in revenue, who are having a strong year, are considering a large purchase or a change in structure, or simply want to know their tax bill before it arrives. It works especially well for S corporations and partnerships, contractors, medical and professional practices, real estate investors, and multi-location operators across the Atlanta metro and North Georgia.
One engagement. A clear price.
Starting at $3,500
Your fee is set up front based on the complexity of your situation (the number of entities, owners, and returns involved), so there are no surprises. Sprints run October 15 through December 1. To leave enough time to act before year-end, we recommend booking by November 15th.
We take on a set number of Sprint clients each year so that every one of them gets real senior advisor time.
Why business owners choose RYBD
- You will know your CPA by name. The senior advisor you meet is the senior advisor who does the work. No handoffs to a team you have never met.
- You will hear from us with ideas, not just deadlines. We call with strategies, not just reminders that something is due.
- You will never wonder who we answer to. RYBD has been independently owned since 1957. No private equity, no corporate parent. Every recommendation is made in your interest.
Common questions
What does the Sprint cost?
Sprints range from $3,500 to $5,000 depending on complexity. We confirm your fee before any work begins.
Do I have to switch CPAs to do the Sprint?
No. The Sprint is a stand-alone engagement. Some owners use it alongside their current CPA. Many choose to continue with us in January, but that is your decision.
What do you need from me?
Year-to-date reconciled financial statements, last year’s business and personal returns, and a short list of decisions you are weighing. We send a specific checklist after the first conversation.
How much of my time does it take?
Plan on the first conversation, a document upload, and the one-hour strategy meeting. We handle the rest.
What if it is already December?
Some moves can still be made in December, though the earlier you start, the more options you have. Reach out and we will tell you honestly whether the Sprint still makes sense this year.
Find out where you stand before the year closes
A short conversation is the easiest way to know whether the Sprint is right for you. We work with business owners across the Atlanta metro and North Georgia, and the first conversation is always on us.
