Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.


We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.


Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.
Analyze Hundreds of Tax Planning Strategy Combinations and Finalize a Plan for Your Client

Let us help you with your tax planning, too!

Our proprietary tax planning software analyzes your tax returns and questionnaire data to automatically recommend proactive strategies. This includes calculations, descriptions, code references and the ability to add new custom strategies and combinations yourself within our accounting firm software.

Below are some of the strategies we analyze:


  • Entity Evaluation (Schedule C vs LLC vs Sub S vs C Corp)
  • Multi-Year Comparisons
  • Multi-Entity Comparisons
  • Deductions
  • Phaseouts
  • Credits
  • Individuals
  • Sole Proprietorships (Sched C)
  • Partnerships
  • Corporations
  • Override Deductions
  • Net Investment Income Tax
  • Transparent Calculations
  • Marginal & Effective Tax Rate
  • Custom Strategies
  • Current law vs. Biden’s tax proposals

We generate a Professional Tax Plan for you that compiles your customized tax planning strategy and recommendations into a report that contains the following:


  • Cover page
  • Table of contents
  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current year estimated savings
  • Future year estimated savings under current law and any new laws
  • Detailed list of strategies with supporting documents
  • Estimated savings per strategy

Let Us Help:

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

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