Breathe Easy This Tax Season: Streamlined Individual Tax Services

Filing taxes shouldn't be a solo journey fraught with stress. At Strategic Tax Planning, our qualified CPAs and EAs navigate the ever-changing tax landscape for you, ensuring a smooth and accurate filing experience. We eliminate confusion and maximize your benefits, allowing you to focus on what matters most.

Schedule a free call
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Breathe Easy This Tax Season: Streamlined Individual Tax Services

Filing taxes shouldn't be a solo journey fraught with stress. At Strategic Tax Planning, our qualified CPAs and EAs navigate the ever-changing tax landscape for you, ensuring a smooth and accurate filing experience. We eliminate confusion and maximize your benefits, allowing you to focus on what matters most.

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Beyond Forms: Tailored Tax Strategies for Your Unique Needs

Say goodbye to late nights and tax anxiety. We handle everything from gathering documents and preparing returns to representing you in audits. Relax knowing your taxes are in the hands of trusted professionals. We take the time to understand your unique circumstances and develop a customized tax strategy designed to optimize your return.

We can help you navigate:

  • Self-employment taxes and deductions
  • Investment income and capital gains
  • Retirement plan contributions and distributions
  • State and local tax compliance
  • Audit defense and IRS representation
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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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Conquer Tax Season with Confidence: Personalized Individual Tax Solutions

Don't settle for generic advice. Get a personalized plan that reflects your unique financial goals and challenges. Our innovative approach combines cutting-edge technology with experienced CPAs and EAs to deliver efficient and accurate tax preparation. Schedule a free consultation today and discover the difference our team can make.

Get in Touch with Our Financial Professionals

Contact our team of licensed CPAs and tax professionals for a consultation today or fill out our contact form.

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.

Can I file my individual tax returns electronically?

Yes, taxpayers are able to file their returns electronically, however, this is not available for everyone. For example, if you have attached forms, schedules, or documents to your return it is best not to file electronically.

How do I request an extension of time to file my individual income tax return?

In order to request an extension on your tax return, you must submit Form 4868 either online or by mail to the IRS.

Can you help me maximize my deductions and credits?

We hope so! Depending on your situation and your goals our team will work to articulate a plan to maximize your deductions and credits.

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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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.

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