Tax Planning

Tax planning combines the proactive calculation of tax liability/payment and identifying specific strategies to legally reduce tax liabilities. In our tax planning engagements for business owners, we regularly save new clients anywhere from $8,000 to $20,000 per year in federal tax.

All tax planning packages include proprietary quarterly reports, year-end tax preparation, audit support and IRS representation. We only use strategies that are court tested and IRS approved; with a true comprehensive tax plan, you won’t be raising red flags or playing in gray areas.

We regularly use over 50 strategies for small business owners that fall into one of the following categories:

  • Entity selection.

  • Retirement plan selection.

  • Family employment.

  • Business travel optimization.

  • Vacation & second home strategies.

  • Health care & health insurance strategies.

  • Home office reimbursements.

  • Vehicle expenses.

  • Meal and entertainment strategies.

  • Many misc strategies.


Message us today to see how much you could save with a comprehensive tax plan.

Call : (859) 353-3373