PLAN SMARTER, SAVE MORE

TAKE CONTROL OF YOUR TAXES WITH STRATEGIC

PLANNING -PROACTIVE TAX STRATEGIES FOR

INDIVIDUALS AND BUSINESSES

Welcome to
406 Consulting LLC

Tax planning is more than just avoiding surprises at tax time—it’s about creating opportunities to save, optimize your financial position, and achieve your goals. At 406 Consulting LLC, we provide tailored strategies designed to minimize liabilities and maximize savings for both individuals and businesses.

Why Choose Us?

Proactive Solutions

Address potential tax liabilities before they happen.

Real Results

Clients have saved thousands by leveraging our customized strategies.

Tailored to You

Your financial situation is unique, and so are our strategies.

Year-Round Support

Partner with us for consistent advisory services and financial clarity.
“Start planning today to secure your financial tomorrow.”

Maximize

Your Savings with Tailored Strategies

Tax planning for individuals isn’t just about compliance—it’s about achieving peace of mind and financial stability. At 406 Consulting LLC, we analyze your financial situation to uncover opportunities for tax savings and help you plan for the future.

What We Offer Individuals

Comprehensive review of prior-year returns to identify missed opportunities

Customized Strategies to maximize deductions and credits.
Proactive planning for retirement, education savings, and charitable giving.

Example of Savings: We helped a client save $3,000 by optimizing their retirement contributions and identifying additional deductions for student loan interest.

“Keep more of what you earn with strategies designed just for you.”

Empowering Businesses Through
​Strategic Planning

For businesses, effective tax planning drives profitability and stability. At 406 Consulting LLC, we partner with you to optimize your tax position while ensuring compliance with current regulations.

How We Help Businesses

Tax optimization to reduce liabilities and maximize eligible credits.
Detailed reviews of prior-year returns, financial documents, and entity structures.
S-Corp wage calculations and recommendations to optimize compliance and savings.
Quarterly planning sessions to ensure your tax strategy evolves with your business needs.
Example of Savings: We saved a small business owner $15,000 annually by restructuring their business as an S-Corp, optimizing payroll taxes, and claiming depreciation deductions for equipment.

“Focus on running your business while

we focus on saving you money.”

Frequently Asked Questions

Do you provide year-round support?

Yes, Advanced and Comprehensive Plans include year-round advisory services to adapt to changes in your financial situation or tax laws.

How does tax planning differ from tax preparation?

Tax preparation focuses on filing your taxes accurately. Tax planning is a proactive process to reduce your liabilities and maximize savings year-round.

Who benefits from tax planning?

Everyone! Individuals can save money and reduce stress, while businesses can optimize cash flow, minimize liabilities, and plan for growth.

What documents should I provide for tax planning?

Key documents include prior-year tax returns, income statements, payroll records (for businesses), and investment summaries.

Ready to Take the Next Step? Let’s Connect!”Next Step? Let’s Connect!”

Your business has the potential to achieve great things, and we’re here to help you get there. If you’re ready to simplify your bookkeeping and focus on what truly matters—growing your business—we’re just a call or click away.

Get a personal consultation

We will take care of your tax or business related inquiries