Tax Planning and Financial Management Solutions

Your business demands more than just balancing ledgers. At Strategic Tax Planning, our client accounting and advisory services (CAAS) are designed to do more than just track your income and expenses — we provide proactive financial solutions that propel your business forward. 

Schedule a free call
​​

Tax Planning and Financial Management Solutions

Your business demands more than just balancing ledgers. At Strategic Tax Planning, our client accounting and advisory services (CAAS) are designed to do more than just track your income and expenses — we provide proactive financial solutions that propel your business forward. 

Tax Planning and Financial Management Solutions to Transform Your Finances

Delve deeper into analyzing your finances to optimize them for growth. Our range of CAAS solutions equips you with insights to thrive. Some of the services we offer include:

  • Financial Reporting and Analysis: Gain actionable insights into your financial health with reports that tell the story behind the numbers.
  • Tax Planning and Compliance: Minimize your tax liability and maximize your profit while maintaining compliance with current tax codes.
  • Budgeting and Forecasting: Allow us to craft precise roadmaps so you can make informed decisions for your future growth.
  • Succession Planning: Secure your business legacy with a smooth transition plan, ensuring that your vision lives on for generations.

Co-workers sitting at a desk focused on a laptop

See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
Blue icon describing analytics.
Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

business consultation with financial professional

Go Beyond the Numbers with Strategic Tax Planning

Our team of licensed CPAs and tax professionals can tailor our client accounting and advisory services to your unique needs and goals. As your business evolves with our help, we are prepared to grow with you. 

Get in Touch with Our Financial Professionals

For proactive analysis to ensure your business thrives, call us at (202) 455-6010 or fill out our contact form.

A placeholder image
Learn About Partnering With Our Team

The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

Schedule a free call
​​

FAQs

Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.

How does CAAS differ from traditional accounting?

Our CAAS solutions go beyond bookkeeping and tax filing. We provide strategic insights, proactive planning, and expert guidance to help you optimize finances, improve performance, and achieve your business goals.

How often will I communicate with my CAAS team?

Our team will provide regular updates and schedule regular meetings to discuss your financial performance and address any concerns you may have. You can also reach out to us at any time with questions.

Can I customize my CAAS package?

Yes, we offer a flexible approach and work with you to design a service package that aligns perfectly with your business goals.

View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

Pen on top of paper that includes the words 'Account Number' 'New Balance' 'Minimum Payment' and 'Payment Due Date'

IRS Resumes Sending Collection Notices: Steps to Take Now

Understand your LT38 notice and explore payment options, and avoid enforcement actions with our guidance
Woman standing in front of the business that she owns

Accelerate Tax Deductions with Cost Segregation

Learn how a cost segregation analysis can accelerate depreciation deductions and unlock significant tax savings for your business.
Business owner sitting at his desk writing in notebook and working on computer.

Expedite Your ERC Refund with the Taxpayer Advocate Service

If you're experiencing delays with your ERC refund, then the Taxpayer Advocate Service (TAS) may be right for you.
A placeholder image
Contact us
Get Started Today

Do you have questions for tax professionals?
Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

Schedule a free call