Minimize Your Tax Burden, Maximize Your Peace of Mind

Year-Round Tax Planning That Works in Your Favor

We don’t just file your taxes—we help you plan for them, so you can keep more of what you earn and avoid costly surprises.

Book a Tax Strategy Session

Tax Planning That’s Proactive, Not Reactive

Smart tax planning isn’t about scrambling in April—it’s about making smart financial moves all year long. At Suzanne May Jakkola, EA Inc., we help individuals and small businesses take control of their tax outcomes through strategic planning tailored to your income, goals, and changing tax laws. Whether you're looking to reduce liabilities, plan major purchases, or prepare for business growth, we’ll help you stay a step ahead.

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Income Planning

Know Where You Stand, All Year Long
 We help you forecast and manage income throughout the year to avoid surprises and reduce your effective tax rate.

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Deduction & Credit Optimization

Get the Breaks You Deserve
 We identify and implement deductions, credits, and legal tax shelters suited to your financial situation.

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Business Tax Strategy

Make Smarter Business Decisions
 From choosing the right business structure to timing major expenses, we guide you to maximize tax efficiency.

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Life Event Planning

Plan for What’s Coming
 Getting married? Buying property? Starting a business? We’ll help you plan for the tax impact before it happens.

Avoid the Last-Minute Panic

Why Year-Round Planning Pays Off

Better Financial Decisions

You make smarter money moves when you know the tax implications in advance.

More Tax Savings

Planning throughout the year helps us identify more opportunities to reduce your tax bill.

No April Surprises

Forget the stress—our clients know what to expect long before the filing deadline.

Stronger Compliance

Year-round documentation and strategy reduce the risk of audits and penalties.

Frequently Asked Questions About Tax Planning

  • What’s the difference between tax planning and tax prep?

    Tax planning is proactive—looking ahead to reduce your taxes. Tax prep is reactive—filing based on what’s already happened.

  • When should I start tax planning?

    Now. The earlier in the year you start, the more opportunities you have to make strategic moves.

  • Do you help with estimated tax payments?

    Yes, we help you calculate and adjust quarterly payments to avoid penalties and surprises.

  • Can you help if I have multiple income sources?

    Absolutely—we create comprehensive strategies for freelancers, contractors, business owners, and investors.

  • Is tax planning only for high-income earners?

    No. Every taxpayer can benefit from tax planning, especially small business owners and self-employed individuals.

Be Smart About Your Taxes—Start Planning Today

Let’s build a strategy that saves you money and gives you clarity all year long.