CPA Tax Planning Services
The purpose of tax planning is to reduce your taxes. If our CPAs are unable to create a plan to help you do this, then we will refund your money.
been easier
Simply complete a questionnaire and upload last year’s tax returns to our easy-to-use tax planning platform.
Our tax CPAs will examine your taxes and identify ways to help you reduce your taxes.
Upon completion, you will get a personalized 25+ tactical tax plan with instructions to help you start saving on taxes.
Our tax planning services help our clients save an average of $20,000 in tax savings. This is money that can be invested back into the business, put away for retirement, or wherever suits your needs.
Actual tax savings vary for each client based on their unique tax situation. All of our tax plans are backed by our money-back guarantee*.
Low-risk, Money-Back Guarantee
Our tax plans are guaranteed to reduce your taxes, and we back that up with our money-back guarantee. Simply put, we will refund 100% of the plan’s cost if it does not identify at least double the price of the plan in estimated tax savings*(Conditions Apply)
What is Tax Planning?
Tax planning is the analysis and arrangement of your financial situation to pay the lowest amount of taxes possible. Our CPA tax planning services include an in-depth analysis of your prior tax returns, and recommendations on how to reduce future tax returns.
Here is an example of our tax planning services.
Our team of licensed CPAs consider over 1,400 federal, state, and local tax strategies as they review your unique situation. We find the most effective tax planning strategies for maximizing deductions, deferring income, optimizing legal entity structures, and taking advantage of economic relief programs like the CARES Act, exit and capital gains, and other advanced strategies.
Overall Tax Savings
Our strategic roadmap to reduce your tax expense starts with the end in mind. With our tax planning services, you will receive an estimate of tax savings for the current year as well as the projected savings for the following year all based on the assumptions you’ve given us.
Tax Planning Recommendations
Our tax CPAs will recommend specific tax strategies to help you realize the estimated tax savings. They will consider both, individual and entity-level tax planning strategies to help you put more money back into your pockets.
Estimated Retirement Savings
Our tax CPAs will evaluate tax-deferred accounts, such as retirement accounts, to help you defer income to reduce your taxes.
In addition, we highlight what it would look like if you took your new tax savings and invested it every month toward retirement.
Included in all of our tax plans are step-by-step instructions to implement the tax strategies in your plan.
And if you have any questions on the implementation instructions, our tax CPAs will gladly answer them when presenting your tax plan to you.
Tax Planning Fees
Discounts may be available. Contact us to schedule a free consultation to learn more.
Why Our Clients Choose Us
Our Tax Preparation Fees
Must be a Tax Planning Client*
Individual
Tax Return
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Form 1040 Individual Tax Return (Single/Married)
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1 Tax Return (Federal and State)
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1 CPA Tax Consultation to Maximize Tax Savings
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Includes Schedules A, B, D, E, and Individual Tax Forms*
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Does not include Business Returns (Schedule C, 1065, 1120S)
Business Tax
Return
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1 Business Tax Return (Federal and State Return)
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1 CPA Tax Consultation to Maximize Tax Savings
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Includes Schedule C, 1065, 1120S, 1120
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Includes K-1 Preparation for Partners*
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Does not include Individual Tax Return
Individual & Business
Tax Return
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$500 Bundle Discount
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1 Individual 1040 Tax Return (Single/Married)
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1 Business Tax Return (Schedule C, 1065, 1120S, 1120)
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1 CPA Tax Consultation to Maximize Tax Savings
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Includes K-1 Preparation for Partners
Frequently Asked Questions
Tax preparation involves gathering your financial information and reporting it to the government. It does not seek to identify ways to reduce your tax liability. We recommend our tax planning services to businesses with over $100,000 in business revenue.
No, tax preparation is a separate service that we offer to our tax planning clients. However, we do offer bundle discounts when you sign-up for both services. For more information on this, view our pricing page.
Only 18% of tax advisors offer forward-thinking tax planning services. Many tax professionals lack the time, experience, or staff to help their clients with tax planning. In sharp contrast, we have built our firm to specialize in tax planning above any other tax service.
Yes, one of our tax CPAs will meet with you to go over your tax plan to ensure you understand it. You will also be able to meet with one of our CPAs on a semi-annual basis to discuss your plan if needed.
Simply apply to become one of our exclusive tax clients, and follow the next steps provided. We have limited seats for clients, so make sure you contact us as soon as possible!
Yes, to ensure quality service, we make sure there is an assigned CPA to every client in our firm.