/ Tax Prep & Planning

Stop Filing. Start Planning.

Most CPAs hand you a tax bill in April. Darshi works with you all year — catching deductions, setting estimated payments, and making sure your cash flow never gets ambushed by the IRS.

Two very different outcomes

Reactive filing vs. year-round control

The reactive approach

The Darshi Kasotia way

Quarterly check-ins, estimated payment guidance, and industry-specific deduction tracking — all year. Contractors, medical practices, and real estate owners all face different traps. We know them.

Your CPA appears in March, hands you a number you didn’t budget for, and disappears until next year. Deductions missed. Estimated payments skipped. No visibility until it’s too late.

How we work

A tax cycle that runs all twelve months

01 — Assess
02 — Plan
03 — Monitor
04 — File

Know your baseline

Build your tax strategy

Stay current all year

April with no drama

We review prior returns, identify missed deductions, and map your entity structure to find where money has already slipped through.

Quarterly estimated payments, retirement contributions, and timing moves are set before the year closes — not after.

Mid-year check-ins catch income swings early so your estimated payments stay accurate and cash flow stays predictable.

By the time returns are due, you already know the number. Filing is confirmation — not a surprise you have to scramble to pay.

Know your tax number before April does.

Schedule a free consult and walk away knowing exactly where you stand — and what we can do before the year closes.