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:

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  • 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.