Tax Planning in Orlando, FL
A one-on-one tax planning session with a firm that has worked in federal tax since 1999. Know where you stand before you file, not after.
Most people only think about taxes in February. By then the year is closed and the choices are gone. A planning session moves that conversation to when it can still change the outcome. You sit down with the 360 Global Business LLC team, walk through your situation and leave with clear next steps.
What we cover in your session
Your refund outlook
Based on your income and withholding so far, are you on track for a refund or a balance due? No surprises in April.
Your withholding
We check whether your W-4 or estimated payments match your real income, so you are not giving the IRS a free loan or falling behind.
Starting a business
Sole proprietor, LLC or S corp? What to set up first, how to keep business and personal money apart, and what changes at tax time.
Buying a home
How a purchase can affect your return, what records to keep from closing and what to plan for in the first year.
Buying a vehicle in the business name
When it makes sense, how business use is documented and how the purchase is treated on your business return.
Your questions
Bring anything on your mind: a new job, a side business, a life change or a letter you are not sure about.
How it works
1. Book your session online for $199. 2. Our team contacts you within one business day to schedule. 3. You meet with us, get your questions answered and leave with clear next steps.
Already a bookkeeping or tax client? Planning fits right alongside your bookkeeping and tax preparation. Read our year-end tax planning checklist to get started.
Work with us from anywhere
360 Global Business LLC
2295 S Hiawassee Rd, Suite 104
Orlando, FL 32835
1-855-500-1514 · info@360globalbusiness.com
Monday–Friday, 9:00 AM–5:00 PM
Saturday, 9:00 AM–3:00 PM
Serving Orlando, Ocoee, Winter Garden, Windermere, Dr. Phillips, MetroWest, Pine Hills and clients across Florida and nationwide through secure online uploads.
Tax planning questions
What is a tax planning session?
A one-on-one meeting where we review your income, withholding and plans for the year, then show you what to adjust before the year closes so tax time has no surprises.
How much does a tax planning session cost?
A tax planning session is $199. You book and pay online, and our team contacts you within one business day to schedule.
When is the best time to plan?
Before December 31. Many tax moves only count if they are made during the tax year, so planning in the fall gives you the most options.
Do I need to be a business owner?
No. Sessions are for individuals and business owners. Common topics include withholding, a new home, a new business and buying a vehicle for the business.
Can I meet remotely?
Yes. We work with clients in Orlando, across Florida and nationwide.
Plan your year with a team that has done this for almost three decades.
Book your session, or call 1-855-500-1514.