The Best Tax Strategy Is a Proactive One
Tax planning is not a once-a-year event. It is a deliberate process of making smart, strategic decisions that legally and ethically reduce your tax bill. Our planning engagements are designed to help you keep more of your hard-earned money.
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Stop Reacting, Start Planning
Most people think about taxes only when they are due. This reactive approach is costly. By the time the year is over, it is often too late to make a significant impact on your tax bill. The deductions you could have taken, the retirement contributions you could have made, the entity changes you could have implemented, all of those windows close on December 31.
Our planning engagements change that dynamic entirely. We work with you to identify opportunities, make adjustments, and implement strategies while there is still time to act. The goal is simple: turn your tax bill from your biggest expense into a strategic advantage.
This is not a one-size-fits-all product. Every planning engagement starts with a deep understanding of your financial situation, your goals, and the specific levers available to you. From there, we build a customized plan and help you execute it step by step.
What Makes This Different
- Structured engagements, not a once-a-year conversation
- Regular check-ins to adjust strategy as your situation changes
- Concrete, measurable tax savings you can track
- Direct access to an Enrolled Agent who knows your full picture
- Strategies implemented in real time, not after the fact
- Clear deliverables with every engagement
How a Planning Engagement Works
Every engagement follows a structured process to ensure we identify every opportunity and deliver clear, actionable results.
Discovery
We review your tax returns, financial situation, and goals. For Snapshot clients, this happens during the 45-minute session. For full engagements, we conduct a deeper analysis.
Strategy
We identify the specific tax-saving moves available to you: entity changes, retirement contributions, timing strategies, deduction optimization, and more.
Deliverables
You receive a written plan with prioritized recommendations, projected savings, and clear implementation steps. No vague advice: every item is actionable.
Implementation
For full engagements, we help you execute the plan: filing elections, restructuring entities, adjusting estimated payments, and coordinating with your other advisors.
A Planning Service for Every Need
Start with a focused snapshot or go straight to a full engagement. Every tier is scoped to your situation and priced before work begins.
Tax Planning Snapshot
$349
One-time, credited toward engagement
A focused 45-minute session with a written list of your top tax-saving moves. Ideal for individuals who want a clear starting point before committing to a full engagement.
Who it's for: Individuals and couples who want to understand their options before diving in.
- 45-minute strategy session with an Enrolled Agent
- Written summary of your top tax-saving opportunities
- Prioritized action items you can implement right away
- Fee credited in full toward a Tax Planning Engagement
Tax Planning Engagement
From $1,497
Per engagement
A comprehensive written tax plan with a review session. Covers entity structure, retirement strategy, deduction optimization, and implementation guidance.
Who it's for: Small business owners, self-employed professionals, and high-income earners ready to optimize.
- Detailed written tax plan tailored to your situation
- Entity structure and compensation analysis
- Retirement contribution strategy (Solo 401k, SEP IRA, HSA)
- Review session to walk through the plan and next steps
- Implementation guidance and timeline
- Estimated tax payment optimization
Strategy / Restructuring Project
$2,497 - $4,997
Per project
Comprehensive restructuring with entity optimization for clients with complex needs, multiple entities, or significant life changes that require a ground-up tax strategy.
Who it's for: Multi-entity owners, executives with stock options, real estate investors, and clients with international holdings.
- Everything in the Tax Planning Engagement, plus:
- Full entity restructuring analysis and recommendations
- Multi-year tax projection and modeling
- International holdings and compliance review (FBAR/FATCA)
- Stock option and RSU tax planning
- Cost segregation opportunity evaluation
- Real estate professional status (REPS) analysis
Real Results, Real Savings
Tax planning is an investment, and we measure our success by your return on that investment. Here are examples of what proactive planning can look like.
The following are illustrative examples based on common client scenarios. Individual results vary based on income, entity structure, and tax situation.
The S-Corp Savings
A consultant with $200,000 in net income formed an S-Corp and set a reasonable salary of $80,000. The remaining $120,000 in distributions avoided self-employment tax entirely.
Over $10,000
in annual SE tax savings
The Retirement Boost
A freelance designer earning $150,000 had no retirement plan. We helped them set up and fund a SEP IRA, generating a $30,000 deduction in the first year.
Over $11,000
in combined income and SE tax savings
The Real Estate Win
A real estate investor owned a $1M rental property. A cost segregation study we recommended generated an additional $200,000 in accelerated depreciation deductions.
$64,000
in tax savings in one year
On average, our planning clients save between $8,000 and $15,000 in taxes annually. These figures are based on past client results and are not a guarantee. The exact amount depends on your income, entity structure, and the strategies available to you. During your discovery call, we can give you a realistic range based on your specific situation.
Frequently Asked Questions
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Learn MoreReady to Build Your Proactive Tax Strategy?
Let's talk about how much you could be saving. Schedule a complimentary discovery call to discuss your situation and see if our tax planning service is the right fit.
“This is the third consecutive year I've filed taxes with Burak, and it has always been an amazing experience and relief.”– Francesco F., Google Review
Both reach the same Enrolled Agent review. After either one, you'll receive a secure Client Portal invitation to upload your documents.