Tax Planning

Tax planning is the combination of proactive evaluation of income to ensure the proper amount of tax is being paid and employing 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.




  • Includes Federal and State filings.

  • Target to pay $0 in tax owed on your annual return.

  • Quarterly tax projections.

  • Free estimations and simulations.

  • Unlimited audit support.

  • Unlimited IRS representation.




Business Owners

  • Target to pay $0 in tax owed on your annual return.

  • Strategies to reduce overall tax liability.

  • Quarterly tax projections.

  • Business financials refreshed quarterly.

  • Unlimited audit support.

  • Unlimited IRS representation.



Add bookkeeping to a planning package

  • Monthly bank account reconciliation.

  • Monthly P&L and BS and Cash Summary.

  • S corp officer payroll.

  • Xero subscription included.

    Starting at:


Message me today to see how much you could save through a comprehensive tax plan.

Call : (859) 353-3373