Tax Planning

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Stop Reacting to Taxes. Start Controlling Them.

Problems You Face:

  • Shocked by your tax bill every year?
  • Paying more than your fair share?
  • No strategy beyond “hope for the best”?

Many business owners view taxes as a once-a-year burden instead of a strategic advantage. Poor planning can cost thousands in missed deductions, unnecessary penalties, and cash flow challenges.

Solutions We Provide:

It’s never too early to start saving on taxes. With our tax planning services and guidance from an experienced tax planning advisor, you can keep more of what you earn and avoid surprises when filing. Our team analyzes your financials, identifies every deduction and credit you qualify for, and creates strategies tailored to your business and personal goals.

Strategic Year-Round Approach

Through business tax planning and ongoing financial tax planning, we monitor your financials year-round and align your tax strategy with your business and personal goals. From timing income and expenses to leveraging credits, our year-round planning ensures you keep more of what you earn while staying ahead of potential liabilities.

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Our Services

Accounting & Bookkeeping
CFO Services
Tax Services
Tax Planning
Tax Resolution

Maximizing Savings & Staying Compliant

Our experts identify every possible deduction and implement compliance safeguards. With tax preparation and planning, CPA tax planning, and support from a tax planning financial advisor, you’ll avoid audits, fines, and costly errors while capturing legitimate write-offs you may have overlooked.

We provide quarterly insights and strategic advice for multi-entity businesses, helping you plan ahead and optimize structures. From corporations to LLCs, our approach ensures tax efficiency across your operations.

We also offer guidance for estate and tax planning, inheritance tax planning, and wealth management and tax planning, so your personal and business finances work together efficiently.

Take Control of Your Taxes with Expert Tax Planning Services

With EACPA Pro’s tax planning services, including business tax planning, tax planning for individuals, CPA tax planning, and estate and tax planning, we help you minimize liabilities, maximize deductions, and align your personal and business finances for long-term growth.

Why Choose Us for Tax Planning

As a trusted tax planning company with access to the best tax planning software, we provide actionable strategies for individuals and businesses alike. Whether you need a business tax plan, tax planning for individuals, or advice from a tax planning attorney, our team ensures your financial strategy maximizes savings and stays compliant with all regulations.

Stop reacting and start planning. With EACPA Pro, your taxes become a strategic advantage rather than a yearly stress. From tax planning services to financial tax planning and CPA tax planning, we help you save more, plan smarter, and secure your financial future.

  • Optimizes yearly tax savings
  • Reduces future liabilities
  • Aligns business and personal taxes
FAQs

Most Asked Questions About Our Service

The choice between salary and distributions depends on your business structure and can significantly impact your tax liability. For S-Corp owners, you must pay yourself a reasonable salary subject to payroll taxes, but additional profits can be taken as distributions (avoiding self-employment tax). C-Corp owners face double taxation on distributions but may benefit from lower corporate rates and retained earnings strategies. We help you find the optimal balance based on your specific situation, cash flow needs, and long-term business goals.

High earners have several sophisticated options beyond basic deductions. These include maximizing retirement contributions (401k, backdoor Roth conversions, defined benefit plans), implementing tax-loss harvesting, utilizing donor-advised funds for charitable giving, and exploring opportunity zone investments. For business owners, strategies like equipment purchases under Section 179, cost segregation studies, and strategic timing of income recognition can provide substantial savings. We create comprehensive plans tailored to your income level and financial objectives.

Real estate offers unique tax advantages including depreciation deductions, 1031 like-kind exchanges, and potential qualification for the 20% Section 199A deduction. Key strategies include cost segregation to accelerate depreciation, proper documentation for business use and travel expenses, and structuring investments to optimize passive activity loss rules. With recent changes to bonus depreciation and interest deductibility rules, timing and structuring decisions are more critical than ever. We help investors navigate these complexities while maximizing legitimate deductions.

: Crypto taxation varies dramatically based on your activity level. Frequent trading generates short-term capital gains taxed as ordinary income (up to 37%), while long-term holding qualifies for preferential capital gains rates (0%, 15%, or 20%). Each transaction—including crypto-to-crypto trades and DeFi activities—is a taxable event requiring careful tracking of cost basis and holding periods. Professional traders may qualify for different treatment under Section 475. We provide specialized crypto tax software recommendations and help implement tracking systems to ensure accurate reporting while identifying optimization opportunities.

Fourth-quarter tax planning offers several opportunities for business owners. Consider accelerating equipment purchases under Section 179 or bonus depreciation, maximizing retirement plan contributions, implementing year-end employee bonuses, or making estimated tax payments to avoid penalties. For service businesses, strategic timing of invoicing and collections can shift income between tax years. Real estate investors might complete 1031 exchanges or harvest losses from underperforming properties. The key is acting before December 31st while maintaining sound business practices.

Recent legislation has created both challenges and opportunities across all client types. The gradual phase-out of bonus depreciation affects equipment purchasing decisions, while R&D capitalization requirements impact tech companies and startups. High earners face continued SALT deduction limitations but may benefit from expanded clean energy credits. Small business owners should evaluate Section 199A deduction optimization before potential changes in 2026. We stay current on all legislative developments and proactively adjust client strategies to maximize benefits under evolving tax laws