Tax Planning and Business Advice

Our Offerings

Tax Planning and Advice

No one enjoys tax planning, it’s almost alway complicated and stressful. But when you hire a Picnic Tax CPA, you outsource this headache to us. Don’t delay, reach out today for a free consultation.
Calculate quarterly estimated taxes
Estimate your effective tax rate based on your latest income expectations. Stay on top of IRS estimated tax requirements . Avoid unwelcome penalties or interest next filing season.
Investor taxes
Minimize or defer capital gains, harvest any losses. Stocks and dividends, crypto trading, rental income, real estate sales, etc.
Equity compensation
Understand and plan for future RSU vesting. Consider tax implications of an anticipated liquidity event. Plan for future taxes after accepting a new job offer.

Optimize your taxes with an experienced CPA

It’s easy to forget about your taxes when you’re living a full life and juggling work, family, friends etc. But unfortunately you do have to file your taxes every year.

When you get in contact with a Picnic Tax CPA, they’ll go over step-by-step plans to help you prepare for what lies ahead. It doesn’t matter how complicated your tax situation is, we’ll make things easy for you.

Frequently Asked Questions

Picnic’s service offerings include Personal Tax Filing, Small Business Tax Filing, Tax Planning and Advice, Self-Employed Taxes and Equity Compensation Management. It’s highly likely that your situation falls into one of these categories but if you’re confused at all, feel free to contact us and we’re happy to talk you through what service might be best for you.
Picnic can handle anything from a simple W-2 with the standard deduction to very complicated tax situations. Whether you earn income in multiple states, are self-employed, have international tax items or are someone with lots of different investments, rest assured we have an accountant who can handle your situation. Our goal is to make things easy for you no matter how complicated your tax situation is.
First, you’ll tell us a little bit about your background and your unique tax situation. Based on that information, we’ll give you a price quote and assuming you want to proceed, we’ll select an accountant from our network that is the perfect fit for your needs. After we make the introduction, you’ll work with your accountant directly on our platform. If you’d like to set up a phone or Zoom call with your accountant, that’s absolutely fine as well and that can be set up directly in your Picnic dashboard.
Pricing depends on the service offering selected with Personal Tax Filings starting around $225, Small Business Tax Filings starting around $500 and Tax Planning and Advice starting around $300. Payment is collected when the job is initiated but is not released to your accountant until the work is completed to your satisfaction.