Product Overview
Tax planning that happens before the end of the year, not because of it.
Most tax work starts after the year is already closed — there's nothing left to plan, only paperwork left to file. Tax Strategy & Planning moves the work earlier: quarterly sessions with a licensed CPA that turn your numbers into decisions while there's still time to act on them.
What's included
Planning, not just preparation
A return tells you what already happened. Strategy changes what happens next. Both matter — but only one of them can still save you money.
Part 01
Quarterly Strategy Sessions
A standing check-in on the year, timed so there's still room to act before decisions lock in.
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Year-to-date liability projection
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Estimated payment review & adjustment
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AP / AR management
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Timing decisions on income & expenses
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Owner distribution & compensation planning
Part 02
Entity & Structure Planning
The right structure changes what you owe every year — this is where that gets decided and revisited.
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Entity type review (S-corp, partnership, multi-entity)
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Reasonable compensation analysis
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Multi-location & multi-entity structuring
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Buy-sell and succession tax implications
Part 03
Compliance & Filing
Once the strategy is set, the filing is just the paperwork — handled by the same CPA who built the plan.
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Federal & state return preparation
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Multi-state & local tax compliance
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IRS & state notice resolution
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Amended return review when needed
Restaurant-specific planning
Credits and structures generic tax prep misses
Restaurants have tax opportunities most preparers don't go looking for — because they don't know the industry well enough to know they're there.
Planning on a schedule, not a deadline
The rhythm
Every quarter
The Strategy Session
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Updated liability projection
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Estimated payment recalculation
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Action items before the quarter closes
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Direct conversation with your CPA
Every year
The Filing Season
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Return preparation from a plan already in motion
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No surprises — the numbers were tracked all year
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Filing handled by the same CPA who built the strategy
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Next year's plan started before this year's return is filed
The difference
Tax prep vs. tax strategy
Tax Preparation
Starts after the year is already closed
Reports what happened, doesn't change it
One conversation a year, right before the deadline
Same treatment regardless of industry
Credits and structures found only if you ask
Tax Strategy & Planning
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Starts while the year is still in motion
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Shapes decisions before they're locked in
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Quarterly conversations with a licensed CPA
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Restaurant-specific credits & structures, reviewed by default
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Filing season with nothing left to discover
Who it's for
Built for owners planning ahead, not just filing
Growth
Multi-unit groups adding locations or entities
Structure
Owners reconsidering their entity type
Transition
Businesses preparing for sale, financing, or a buy-in
Compensation
Owners unsure if their salary is set right
Expansion
Concepts crossing into new states or jurisdictions
Consistency
Owners tired of surprises every April
Who's behind the plan
A licensed CPA & CVA, not a seasonal preparer.
Tax Strategy & Planning is led personally by Anne E. Gannon, CPA, CVA — the same person handling the strategy sessions handles the filing, so nothing gets lost in a handoff between departments.
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Certified Public Accountant, licensed in Massachusetts and Pennsylvania since 2007
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Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts
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Restaurant and hospitality tax advisory through Emerging Brand Services
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Direct experience across S-corps, partnerships, and multi-entity restaurant groups
Get started
Start planning before the year closes on you.
A short call to look at your current structure, your entity type, and where a quarterly planning rhythm could actually save you money.