Comprehensive Financial Planning for Long-Term Success

At Strategic Tax Planning, we understand that financial success doesn't happen in a vacuum. Your decisions and uncontrollable marketing conditions all have financial implications to navigate. With our professional experience and a hands-on approach, we offer carefully architected strategies to help individuals and businesses achieve their financial goals.

Schedule a free call
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Comprehensive Financial Planning for Long-Term Success

At Strategic Tax Planning, we understand that financial success doesn't happen in a vacuum. Your decisions and uncontrollable marketing conditions all have financial implications to navigate. With our professional experience and a hands-on approach, we offer carefully architected strategies to help individuals and businesses achieve their financial goals.

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Assessing Your Financial Landscape

Financial planning is more than the numbers. For our team, it’s about gaining a clear understanding of you or your business’s unique financial needs and goals. Through a comprehensive assessment, we delve into:

  • Current Financial Standing: We take a close look at your income statements, balance sheets, and cash flow statements to gain a clear picture of your financial health.
  • Financial Goals: We discuss your short- and long-term objectives from managing debt to growing a business and expanding operations.
  • Industry Landscape: We analyze your market to understand potential challenges and opportunities that could impact your financial trajectory.

With our holistic view, we develop a customized financial plan that addresses your specific needs for you or your business.

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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.
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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.

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Build a Roadmap to Success with Our Services

Once we have a clear understanding of your financial situation, we can tailor our services with the comprehensive range of solutions we offer, including:

  • Debt Management: We analyze your existing debt structure and develop a strategic plan to optimize it, potentially reducing interest rates and freeing up cash flow.
  • Budgeting and Forecasting: We create realistic and flexible budgets to ensure you allocate resources efficiently and predict potential financial hurdles.
  • Insurance Analysis: We identify any gaps in your existing insurance coverage so you can protect your business against potential risks without overpaying.
  • Tax Projections: We project your future tax liabilities based on your financial plan, helping you to prepare for tax season and avoid surprises.
Get in Touch with Our Financial Professionals

Ready to take control of your business’s financial future? Call us at today or fill out our contact form for a consultation on how we can help you achieve your financial goals.

Call Us (202) 455-6010
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.

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FAQs

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

Do I need a financial plan if my business is just starting out?

Early planning sets a strong foundation for growth and helps you avoid common pitfalls.

What if I don’t know the financial goals for my business yet?

That’s okay! We’ll help you clarify your goals and aspirations through discussions and analysis.

What happens if my financial goals change?

Your financial plan is a living document and should adapt as your business evolves. We’ll regularly review and update your plan to reflect changes in your goals and circumstances.

View Insights From Our Team

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

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.

Optimizing the Employee Retention Credit Refund Process Amid IRS Delays

Are you experiencing delays with your ERC claim? Find solutions to help expedite your claim!
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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