Are You Losing Thousands to Unnecessary Taxes?
Did you know taxes are the single largest expense for many retirees—often exceeding $300,000 over the course of retirement? Unlike traditional tax preparation, we specialize in forward-thinking strategies that minimize taxes, protect your wealth, and give you clarity for the road ahead. A tailored Strategic Savings Plan is your key to keeping more of what you’ve earned.
Save More, Stress Less
When you partner with us, you can expect:
Comprehensive Tax Planning
We go beyond filing your taxes—we craft proactive, ongoing strategies to minimize lifetime taxes and help you make smarter financial decisions.
Tailored Retirement Strategies
Retirement is about more than saving—it’s about strategy. Get clear answers to crucial decisions, like when to claim Social Security and how to optimize your income sources for the lowest tax burden. With decades of experience, we simplify the complexities of retirement planning so you can focus on what matters most.
Peace of Mind
Navigate retirement with confidence, knowing you’re not missing critical opportunities. We’ll help you maximize savings, stay on track with your goals, and ensure every detail is handled properly.
A Simple Path to Financial Confidence
Your Retirement Planning Process
1. Complimentary Discovery Call
Share your concerns and current situation. We’ll assess how we can help—and if we’re the right fit for your needs.
2. Strategic Savings Plan
Receive a custom plan designed to optimize your tax savings, income strategy, and financial security.
3. Implementation & Ongoing Optimization
From implementing your plan to preparing taxes, we handle the details. As your life changes, we adapt your strategy to ensure maximum savings and no missed opportunities.
Your Trusted Partner in Financial Success
At Strategic Tax Planning, we specialize in helping our pre-retiree and retiree clients:
Save more money. Stop overpaying taxes with strategies that put thousands back in your pocket.
Retire with confidence. Know exactly where your money is going and how to make it last.
Build a secure and flexible financial future. With our proven strategies, your wealth works harder for you.
Founded and led by Kristin Kippen, a seasoned tax strategist with over 20 years of experience, our team creates personalized solutions to help you keep more of what you’ve earned and enjoy a stress-free retirement.
Frequently Asked Questions
Answers To Common Questions about Our Services
I know what tax preparation is -- but what is tax planning?
In the world of taxation, everyone is obligated to file and pay taxes annually. Most people have a nagging feeling every year when they file, that perhaps something was missed and they overpaid as a result. Tax planning is the key to putting an end to this second guessing so you can be confident that you paid your legal share and nothing more. Unlike traditional approaches, we actively collaborate with you and your financial advisor throughout the year, tailoring a custom tax plan to your unique circumstances. Our tax planning services include tax preparation.
I am a client of Strategic Planning Group. Is this available to me for free since I work with them?
Strategic Tax Planning LLC is a stand-alone company from Strategic Planning Group (SPG). There is no joint ownership or sharing of revenue in any way. Financial advisors, like SPG, see the tremendous value we can provide and refer us clients who may be a good fit. This is NOT a standard, free service provided to all SPG clients.
How does Strategic Tax Planning get results that other tax firms don’t?
While tax preparers focus on compliance such as preparing accurate returns and payment instructions, our expertise goes beyond. We specialize in controlling the amount of tax you pay, not just reporting it. With a focus on optimizing your tax strategy, our holistic approach ensures savings and peace of mind instead of mere compliance.
What value does tax planning provide compared to traditional tax preparation?
With tax planning, you gain more than just a completed tax return. You benefit from peace of mind knowing you’re no longer overpaying in taxes and financial strategies tailored to your current life phase. Beyond that, having us as your advisors means you’ll have an expert to turn to with questions and help navigate complex decisions during retirement or while preparing for it. Additionally, we collaborate with your other financial advisors to ensure every part of your plan is aligned, maximizing your savings and minimizing confusion.
How much does it cost to work with Strategic Tax Planning?
The investment to work with us typically starts in the four-figure range, depending on the complexity of your financial situation. Most clients realize five- to six-figure savings over the course of retirement. We only take on clients when we’re confident we can deliver at least three times the value of your investment through proven strategies that minimize taxes and maximize your wealth.