Tax Planning & Preparation
Our expert CPAs develop customized tax strategies for both individuals and businesses, focusing on maximizing deductions and significantly reducing tax liabilities.
Expert Tax Planning & Preparation in Tulsa
We stay current with tax law changes to ensure you benefit from every available opportunity. Our comprehensive approach combines year-round tax planning with meticulous preparation to minimize your tax burden legally and ethically. With former IRS management on our team, we know exactly what the IRS looks for and how to position your returns for maximum advantage.
Year-round tax planning strategies
Maximum legal deductions identified
Multi-state tax expertise
Estimated tax payment planning
Why Choose Our Tax Planning & Preparation?
Year-round tax planning strategies
Maximum legal deductions identified
Multi-state tax expertise
Estimated tax payment planning
Tax-efficient investment strategies
Retirement contribution optimization
Business structure tax optimization
Electronic filing for faster refunds
Audit protection and representation
Our Simple Process
Tax Review
Analyze prior returns and current situation
Strategy Development
Create personalized tax minimization plan
Implementation
Execute tax-saving strategies throughout the year
Preparation & Filing
Expert preparation and electronic filing
Unmatched Expertise in Tax Planning & Preparation
With former IRS management experience and over 20 years as a CPA, we provide insights and strategies that others simply can't match.
- Former IRS Manager with insider knowledge
- Master's degree in Business Taxation
- 100% success rate in IRS negotiations
Matt Klingeman
CPA, Former IRS Manager
Frequently Asked Questions
Q:When should I start tax planning?
A: Tax planning should be a year-round activity, not just at tax time. The earlier in the year you start, the more opportunities you have to reduce your tax liability. We recommend quarterly reviews for businesses and semi-annual reviews for individuals.
Q:How much can tax planning save me?
A: Proper tax planning typically saves our clients 10-30% on their tax bills. For businesses, the savings can be even greater through entity structuring, timing strategies, and maximizing business deductions.
Q:Do you handle complex tax situations?
A: Yes, we specialize in complex tax situations including multi-state returns, rental properties, stock options, cryptocurrency, and international income. Our former IRS experience gives us unique insight into handling complicated returns.
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