Keep Your Cash

Tax Planning

We help business owners cut
their IRS bills in half.

Tax Planning Experts

Tax Savings for Business Owners

We help privately held companies SAVE BIG on tax bills with our tax planning strategies.

Huge IRS Bill?

We have strategies that can help reduce your bill by up to half.

Behind On Taxes?

We can help you get caught up while implementing tax savings strategies.

Overpaying Taxes?

Having an accountant doesn’t mean you have an optimized tax strategy.

Tax Planning Services

What To Expect

Confused by taxes and the IRS? Don’t worry, we have the expertise to help. Our team specializes in tax strategies for small business owners and we’re here to simplify the process of getting caught up on taxes while MAXIMIZING your savings.

Step 1.

Discovery Call

The initial step is for our team to gain an overview of your business, including its financial status, tax liabilities, and formation setup. We may require specific documentation to get started.

Step 2.

Tax Plan

We’ll create a tax plan designed to optimize savings for both the business and its owners. The plan will include a variety of tax-saving strategies, along with estimated savings for implementing each strategy.

Step 3.

Implementation

We’ll present the tax plan to explain the benefits of each recommended strategy. You can then purchase the completed plan to implement it yourself, or you can hire us to implement the tax plan for you.

We're Loved on Google

Business Owners Trust Us

We love serving business owners, and we’re so thankful for the clients that express their thanks to us online.

Enrolled Agents

Spillman & Crane

As Enrolled Agents, we’re experts in tax codes and the inner workings of the IRS. Consider us as your personal champions when it comes to taxes. We’re here to take the stress out of dealing with the IRS and act as your advocate. We’re not intimidated by the IRS and can represent you.