Business Tax Planning Workbooks

Turn a planning question into a file your bookkeeper, preparer and advisor can use. These workbooks organize decisions and records; they do not calculate individual tax results.

1. Quarterly Tax Cash Flow Workbook for Business Owners

   Build a quarterly planning file that separates estimated tax, withholding, cash reserves and the final tax projection.

2. Entity Election Readiness File Before an S Corp Decision

   Organize ownership, payroll costs and implementation responsibilities before evaluating an S corporation election.

3. Owner Pay Reconciliation: Payroll, Draws and Loans

   Use a monthly reconciliation to distinguish wages, distributions, reimbursements and shareholder loan activity.

4. Retirement Plan Census Workbook for Growing Businesses

   Prepare employee, ownership and cash-flow information before comparing business retirement plan proposals.

5. Business Tax Decision Register: From Idea to Filing

   Track tax planning assumptions, evidence, responsibilities and reporting steps in one decision register.

6. First Tax Advisory Meeting Workbook for Business Owners

   Prepare a focused first meeting with AE Tax Advisors and turn the discussion into an agreed scope and action list.