What Tax Planning Means For You
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Tax Strategies Planned
Effective planning coordinates income, deductions, credits, timing, and entity choices to reduce what you owe over time—not just this year. We analyze your current return, pay history, investments, and life events, then build a practical roadmap that balances savings with risk, documentation, and ease of execution. We model scenarios, quantify impacts, align with cash flow, and schedule checkpoints to adjust as circumstances, laws, or goals change.
Individuals & Families
We optimize withholdings and estimated payments, evaluate filing status and dependent strategies, and plan around major events like home purchases, education expenses, and charitable giving. For investors, we manage tax-efficient asset location, capital-gain harvesting (or loss harvesting), qualified dividends, and net investment income tax exposure. For equity compensation (ISOs, NSOs, RSUs), we model alternative minimum tax (AMT) impacts, exercise timing, and charitable strategies to avoid surprises.
Business Owners & Self-Employed
Your entity type and compensation structure matter. We compare LLC, S-corporation, and C-corporation options, evaluate reasonable compensation, and design accountable plans for reimbursements. We map Section 199A qualified business income (QBI) eligibility, retirement plan design (SEP, SIMPLE, Solo 401(k)), and depreciation/expensing elections (e.g., Section 179, bonus) to smooth cash flow while minimizing total tax. If you sell or acquire assets, we structure transactions for optimal basis, gain deferral, or installment treatment when appropriate.
- Optimize entity selection.
- Plan reasonable compensation.
- Maximize QBI benefits.
- Design retirement plans.
How We Protect Your Business
First, we take control of timelines and communications so the IRS or state agency contacts us, not you. We request appropriate holds on enforcement while we evaluate your position. We then review transcripts, prior filings, and books to pinpoint exposure and opportunities—correcting errors, replacing substitute returns, and preparing missing filings so you are eligible for relief. Throughout, you receive clear updates, a defined plan, and realistic expectations.
Resolution Options We UseDepending on your facts, we may structure an installment agreement, seek penalty abatement for first-time or reasonable-cause relief, request temporary hardship status, or evaluate settlement options where legally appropriate. For payroll tax cases, we work to protect operations while addressing trust-fund exposure and navigating potential personal assessments. When necessary, we use appeals to pursue a fair, negotiated outcome without the cost and uncertainty of court.
Our Step-By-Step Process
Discovery & Goals
Modeling & Recommendations
Implementation
Monitoring & Adjustments
Is Tax Relief Possible?
Yes, tax relief is possible!
Complete our free consultation form, and a tax expert will assess your liabilities and finances to determine eligibility for penalty abatement, installment agreements, levy/lien releases, an Offer in Compromise, or Currently Not-Collectible status. We negotiate with the IRS to stop collections, reduce penalties and interest, and craft affordable, compliant plans that protect your cash flow.
- Fast eligibility options review
- Stop IRS collections immediately
- Tailored tax resolution strategy
- Penalty and interest abatement
- Dedicated IRS representation team
- Compliance monitoring and support
Get Your Tax Relief Started Now
America's Trusted Tax Partner
Nationwide tax relief and planning, serving individuals and businesses in all 50 states. Licensed professionals, secure digital onboarding, transparent pricing, and responsive support deliver expert guidance, solutions, and measurable savings, wherever you are, whenever you need us. Fast, friendly, reliable!
Arley Suarez
John Davis
Rob Taylor
Lenora Howell
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A conversation now can save far more than scrambling in April. Schedule a consultation with Tax CPA 911 to map your tax strategy, reduce risk, and keep more of what you earn—this year and every year.