Strategic Tax Planning
Strategic Tax Planning
Services
Real-time tax advice when you need it
You wouldn’t build a home without a blueprint. Our service starts with a comprehensive review of your tax situation, after which we’ll deliver a detailed tax plan outlining a menu of strategies you can implement strategically to optimize your tax savings, including:
- Entity structuring & tax elections
- Business use of home
- Employing family members
- Real estate tax benefits
- Depreciation planning
- Tax-loss harvesting
- QBI optimization
- Retirement tax planning
- Healthcare tax benefits
- Charitable giving
- Tax-advantaged investments
- Business & personal tax credits
- Multi-state tax planning & compliance
- Captive insurance analysis
- IRS audit protection
Tax Subscription
Taxes should not be a surprise. Our tax subscription service removes the guesswork and allows you to start proactively managing your taxes. Here’s how it works:
- Custom tax plan – Actionable strategies with timing and implementation guidance
- No more tax surprises – Know what’s coming and plan ahead
- Find missed opportunities – Thorough review of prior year personal & business returns
- Precise tax prep – Tax prep for all business owners & entities
- Quarterly tax advice – Estimated payments and payroll withholding recommendations
- Strategy meetings – Stay current with tax laws and planning updates
- Year-round support – Ask questions anytime via email, call, or text
- Audit protection – We’ve got your back if the IRS comes calling
- Proactive guidance – Get our newsletter and tax library with tax-saving strategies
Our tax subscription service is a flat monthly fee; you won’t be charged for additional questions, meetings, or calculations.