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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.

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.

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.

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.

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.