Service:
Tax Planning
Client:
Retail Shop
Duration:
12 months
Date:
Aug 19, 2024
Unpredictable Taxes and Year-End Surprises
The shop was growing, but owner pay, payroll, and draws weren’t aligned with the books. Inventory costing wasn’t consistent, quarterly estimates were guesswork, and sales tax deadlines kept colliding with seasonal cash crunches. Without a clear plan, April brought penalties, stress, and big swings in what was owed.
A Simple, Repeatable Tax Plan
We reviewed the books, set a clean rhythm for payroll and owner compensation, and corrected inventory costing so margins matched reality. Then we built a quarterly calendar—estimates, sales tax, and filings—plus a short planning session each quarter to adjust timing, deductions, and credits. Documents moved through SmartVault, results lived in a one-page dashboard, and year-end became a quiet close instead of a scramble.
SmartVault Client Portal:
Steady Numbers, Calmer Seasons
Forecastable tax bills with a clear cadence—no eleventh-hour surprises.
Smaller liability by tuning owner compensation, timing, and eligible write-offs.
Truer margins after correcting cost methods; pricing now reflects real costs.
Deadlines met across returns and filings, with records neatly stored in SmartVault.
More runway for purchases and payroll thanks to smoother cash movement.
“De Sensi & Associates turned a stressful routine into something I can manage. They straightened out our costing, set a simple rhythm for payments and filings, and showed me what to expect months ahead. I’m not bracing for April anymore—I’m running the shop with clear numbers and fewer surprises. It’s the first time our finances feel calm and under control.”
Anna W
COO, Retail Group
