Tax Planning
Proactive Planning. Smarter Outcomes
At Donnell & Company, PA, we believe that effective tax planning is essential to financial success. Our team works year-round — not just during tax season — to help individuals and businesses in Hattiesburg reduce their tax liabilities, avoid surprises, and make informed decisions that support long-term goals.
We stay up to date with ever-changing tax laws to ensure you’re not just compliant — but confident.
We stay up to date with ever-changing tax laws to ensure you’re not just compliant — but confident.
What We Offer
Our tax planning services are designed to:
Minimize your current and future tax liabilities
Avoid costly penalties and interest
Maximize deductions and credits
Improve cash flow and financial forecasting
Align your tax strategy with your personal or business goals
We offer guidance tailored to your filing status, income structure, and future plans — from retirement and investments to large purchases or business expansion.
Minimize your current and future tax liabilities
Avoid costly penalties and interest
Maximize deductions and credits
Improve cash flow and financial forecasting
Align your tax strategy with your personal or business goals
We offer guidance tailored to your filing status, income structure, and future plans — from retirement and investments to large purchases or business expansion.
Who We Serve
Individuals – optimizing income, retirement contributions, deductions, and withholding
Business Owners – entity selection, estimated tax planning, cash flow strategy, and year-end prep
High-Earning Professionals – with complex tax situations or multiple income streams
Families – planning around major life changes (marriage, education, inheritance, etc.)
Business Owners – entity selection, estimated tax planning, cash flow strategy, and year-end prep
High-Earning Professionals – with complex tax situations or multiple income streams
Families – planning around major life changes (marriage, education, inheritance, etc.)
Why Year-Round Tax Planning Matters
Tax planning isn’t just for April. Proactive strategy helps you:
Plan major financial moves with tax impact in mind
Time income and deductions wisely
Prepare for changes in tax law or personal income
Reduce the chance of audits and penalties
Feel confident instead of stressed at year-end
Plan major financial moves with tax impact in mind
Time income and deductions wisely
Prepare for changes in tax law or personal income
Reduce the chance of audits and penalties
Feel confident instead of stressed at year-end
How We Work
We start with a detailed review of your financial picture
We identify opportunities to reduce your tax burden
We tailor a strategy to your situation — and revisit it as things change
We maintain open communication, so there are no surprises come tax time
We identify opportunities to reduce your tax burden
We tailor a strategy to your situation — and revisit it as things change
We maintain open communication, so there are no surprises come tax time