You’ve built
something valuable.
Plan to keep
more of it.
Proactive tax strategy for daycare owners ready to plan ahead. We connect your business and personal tax picture so you can make more informed decisions.
EXPERIENCE
A closer look at
your next step.
Watch a short introduction for daycare owners, then explore how Financial 360 works.
Your next decision
deserves a
tax perspective.
A growing center brings decisions about owner compensation, retirement contributions, equipment, property, and expansion. Each can affect both your business return and your personal taxes.
We review the connections, explain the tradeoffs, and help identify steps worth taking before relevant deadlines.
Our approach to tax strategy ↗Built around
your circumstances.
A clear focus on established owners and individuals whose finances call for a closer look.
Daycare owners
For daycare and early childhood center owners with $1 million or more in annual revenue.
Explore your planning questionsBusiness owners
For profitable businesses navigating ownership, compensation, and growing tax complexity.
Explore your planning questionsIndividuals & families
For high-income households balancing income, investments, real estate, and life changes.
Explore your planning questionsFinancial 360.
Clarity before
commitment.
Understand your current position before committing to an annual program. Our Tax Savings Assessment brings your relevant records, planning questions, and next steps into one focused review.
Document review. A 45–60 minute strategy meeting. A written report and action plan.
See how Financial 360 works ↗Your tax picture.
Your action plan.
From your tax picture
to your next steps.
Share your situation
Complete your questionnaire and securely upload requested records through TaxDome after enrollment.
Understand your options
We review your information before your 45–60 minute strategy meeting, then discuss the findings together.
Know what comes next
Receive a written report with priorities and next steps. Ongoing implementation is separately scoped.
Focused advice.
Defined support.
Start with a review. Add the support your situation calls for.
Financial 360
A structured assessment of potential tax opportunities, requirements, and practical next steps.
Learn more ↗Year-round tax strategy
Ongoing planning, projections, and implementation guidance under a separate engagement.
Learn more ↗Tax preparation
Business and individual filing support with a clear scope and secure document collection.
Learn more ↗
“I help clients understand their tax options before important decisions and deadlines.”
I’m Sarmad I Jan, CPA, founder of ClienTax. With more than 20 years of CPA experience, I bring business and personal tax considerations into the same conversation.
Get to know Sarmad ↗How is planning different from preparation?
Preparation reports information for a completed period. Planning evaluates choices and potential tax effects while there is time to act. Both require accurate records.
What does Financial 360 cost?
The standalone assessment costs $2,500. It includes review of requested records, a 45–60 minute strategy meeting, and a written report and action plan.
Do you guarantee a specific tax saving?
No. Recommendations and outcomes depend on your facts, available opportunities, applicable law, and implementation.
Can I keep my current bookkeeper?
Generally, yes. We use current records supplied by your bookkeeper or internal team for tax analysis.
A clearer plan starts here.
Explore what a focused tax review could reveal.