Proactive Tax Planning & Advisory Services
Don't wait until April. Year-round strategic planning to minimize your tax burden and maximize wealth preservation.
35%
Avg. Tax Savings
Why Year-Round Planning Matters
Tax planning isn't just for April. Strategic decisions throughout the year can save you thousands.
Quarterly Reviews
Regular check-ins to optimize tax position throughout the year
Strategic Decisions
Make informed choices about investments, business expenses, retirement
Maximize Deductions
Identify opportunities before year-end to reduce taxable income
Risk Management
Avoid penalties, estimated tax issues, and surprise tax bills
Our Planning Process
A systematic approach to minimizing your tax liability
Initial Discovery
Deep dive into your financial situation, goals, and current tax position
Strategy Development
Create customized tax plan with specific action items and timelines
Implementation
Execute strategies with guidance on timing, documentation, and compliance
Ongoing Monitoring
Quarterly reviews and adjustments based on life changes and tax law updates
Planning Services We Offer
Comprehensive advisory covering all aspects of tax optimization
Retirement Planning
IRA, 401(k), SEP, Solo 401(k) strategies to reduce current taxes
Real Estate Strategies
1031 exchanges, rental property optimization, vacation home rules
Investment Tax Planning
Capital gains harvesting, qualified dividend strategies, wash sales
Estate & Gift Planning
Minimize estate taxes, optimize gifting, trust structures
Business Entity Selection
LLC vs S-Corp vs C-Corp analysis for optimal tax treatment
Multi-State Planning
Domicile strategy, state tax minimization for high earners
Planning Packages
Choose the level of support that fits your needs
Essentials
- Quarterly tax planning calls
- Estimated tax calculations
- Basic strategy recommendations
- Email support
Professional
- Monthly strategy sessions
- Comprehensive tax modeling
- Business & personal planning
- Priority phone/email support
- Year-end planning session
Executive
- Unlimited CPA access
- Multi-entity planning
- Estate & succession planning
- Investment strategy review
- Dedicated tax strategist
- Same-day response
All packages include tax return preparation at no additional cost
Frequently Asked Questions
Stop Overpaying on Taxes
Schedule your free tax strategy consultation today and discover how much you could be saving