Proactive Tax Planning for Business Owners, Investors, and Business Professionals
Tax strategies built around your specific situation, delivered by a CPA who stays engaged year-round, not just in April.
CPA-Led, Not Outsourced
Harry leads every engagement with our team, no call centers, no strangers handling your account.
Year-Round Support
Proactive guidance every quarter, not just a call in April when it's too late.
Written Tax Plan Delivered
Every strategy documented with clear action steps, so nothing slips through the cracks.
What's included in Tax Strategy & Planning
Strategy, structure, and ongoing support, all in one engagement.
Tax Planning
A written tax plan built around your specific business, investments, and goals, not a checklist. Our team reviews your prior returns, identifies every missed opportunity, and documents a clear strategy to reduce your tax liability.
- Prior-year return review for errors & missed deductions
- Personalized written tax plan with action steps
- Real estate, STR & depreciation strategies
- Retirement account & income deferral strategies
You leave with a plan in hand
Every strategy documented, every action step defined.
How Our Tax Strategy & Planning Service Works
Kick-Off Call
Meet your advisor to discuss your business, current tax situation, and what's needed to get started.
Strategy Calls
We walk through every recommended strategy so you fully understand the tax benefits and what actions are required.
Written Tax Plan
Your personalized plan documents every strategy, how it applies to you, and the exact steps to implement it.
Reduced Tax Bills
Clients who follow the plan consistently recoup their investment through lower tax liability year over year.
Our Planning Process
A clear roadmap from day one, built around your situation, not a generic template.
Step 1
Onboarding & Discovery
We start by collecting baseline information and reviewing your prior-year return and accounting system. You will hold a Kick-Off Call with our team to walk through your current situation and goals for the future.
This includes:
- Client onboarding questionnaire
- Review of prior-year tax return for errors and missed opportunities
- Kick-Off Call with our team
Step 2
The Planning Phase
Over the following weeks, Harry works closely with you to identify opportunities and build your tax plan. You receive a written plan summarizing every strategy, how it applies to your situation, and the exact action steps to capture each benefit.
Our process includes:
- Multiple advisory calls
- Answers to your most pressing tax questions
- Walkthrough of every strategy recommended
- Delivery of your written tax plan
Step 3
Ongoing Support
After the initial planning phase, Harry continues to support you throughout the year as your business and financial situation evolve.
Ongoing support includes:
- Email support throughout the year
- Semi-annual or quarterly check-in calls
- Review of financial performance and accounting
Frequently Asked Questions
We have a proven track record.
I used to get a bill in April and wonder what I was paying for. With Harry I get quarterly check-ins, entity structure advice, and someone who actually explains the why behind every number. We moved our S-Corp election on his recommendation and the savings were significant. Could not recommend him more.
Marcus T.
Business Owner
We switched to Your Tax Team after our old CPA missed deadlines. Harry is proactive, organized, and saved us a lot on our real estate holdings. Having one team handle our books and our taxes is a game-changer.
David R.
Real Estate Investor
You need more than tax advisory alone.
Bookkeeping & Accounting
Monthly bookkeeping aligned with your tax plan. Clean books mean better strategy and no year-end surprises.
Learn MoreTax Resolution
IRS notice or audit? Harry handles resolution with full access to your financial history.
Learn MoreAudits and Attestation Services
Expert CPA-led audit defense, document preparation, and direct IRS representation.
Learn MoreYour CPA Filed the Return.
But Did They Build a Strategy?
Book a free 15-minute consultation with our team to review your current tax position, identify what may be missing, and see what a smarter year-round plan could look like.