Plan all year. Save in April.

Tax Planning

Tax planning is what separates a CPA from a tax preparer. We build a custom, year-round strategy to lower your effective tax rate using entity structure, retirement, credits, and timing — so April is a non-event.

Tax Planning

Year-round proactive tax planning to minimize your liability.

CPA
Licensed
50
States
24h
Reply
WHY CHOOSE THIS SERVICE

What you actually get

Quarterly check-ins

Four planning meetings a year — not just one frantic call in March.

Custom strategies

Built for your income, entities, and goals — not generic advice.

Documented & defensible

Every position is supported by code section and case law.

Coordinated with your team

We sync with your financial advisor and attorney where needed.

WHAT'S INCLUDED

Deliverables in every engagement

  • Custom written tax strategy report
  • Projected federal & state tax savings
  • Entity structure recommendation
  • Retirement contribution roadmap
  • Quarterly estimated payment calculations
  • Quarterly strategy meetings
IDEAL FOR

This service is built for

Business owners earning $150K+
High-income W-2 earners with equity comp
Real estate investors using depreciation
Multi-entity owners (operating + holding)
Founders preparing for liquidity events
Anyone tired of tax-time surprises
Not sure if this fits?

Book a free 30-minute call

We'll talk through your situation honestly — and tell you if a different service fits better.

Schedule now
HOW IT WORKS

A simple, 4-step process

01

Discovery & data

Deep dive into income, entities, investments, and life events.

02

Strategy build

Custom plan with prioritized strategies and projected savings.

03

Implementation

We help you execute — elections, retirement accounts, entity restructuring.

04

Quarterly review

Adjust the plan as your numbers and life evolve.

PRICING

Transparent fixed-fee pricing

No surprise invoices. Pick the tier that fits, or we'll quote a custom scope.

Annual Plan
$1,500 one-time
  • Full strategy document
  • Projected savings analysis
  • One 60-min review call
  • Email support 30 days
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Most popular
Quarterly Advisory
$3,600 per year
  • Custom annual strategy
  • 4 quarterly meetings
  • Mid-year tax projection
  • Unlimited email support
  • Priority response
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Executive
Custom tailored
  • Multi-entity coordination
  • Equity & RSU planning
  • Estate & trust integration
  • Dedicated CPA team
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FAQ

Questions about tax planning

Still curious? Reach out — we reply within 24 hours.

Is tax planning worth it for me?
If you're over ~$150K of income or own a business doing $250K+, the savings typically pay for the planning many times over.
When should we start planning?
Earlier is always better. October–December is the busiest window, but a true plan runs year-round.
Will this conflict with my financial advisor?
No — we coordinate. Our job is tax efficiency; theirs is investment strategy. They complement each other.
What kind of savings should I expect?
Varies wildly by situation. Most business-owner clients see 10–25% reductions in effective tax rate within 12 months.

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Let's simplify your taxes & accounting.

Book a free 30-minute consultation. We'll review your situation and outline a clear plan — no obligation.