File Your BOIR By March 21, 2025 12:00AM
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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.

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.

Schedule a free consultation
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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
Man working at desk, signing through tax documents

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
Man working at desk, signing through tax documents

Unlock Your R&D Tax Credits

You're already investing in groundbreaking work. Let us turn those investments into a significant financial return. We specialize in navigating the complexities of the R&D tax credit, making the process simple and rewarding for you. Our expert-led approach ensures you not only maximize your claim but also receive the robust documentation to back it up.
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Step 1: Discover Your Opportunity

Let's find out what you're owed—at no cost. In a brief, confidential consultation, we'll learn about your projects and goals. This allows us to identify your qualifying activities and calculate a reliable estimate of your potential tax savings.

Step 2: See the Full Picture

Using the information gathered, we’ll deliver a detailed Scope of Work that presents a clear strategy. It includes your refined credit benefit estimate, our precise methodology for the study, and a full breakdown of the project timeline and associated fees. No surprises, just a clear path forward.

Step 3: Secure Your Savings

We partner with your team to perform a thorough R&D study, documenting all qualifying activities and costs. The result is
an ironclad claim and a complete substantiation package designed for audit defense, allowing you to claim your credits with total confidence.

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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.

Ready to Estimate Your Savings?

Discover your potential savings with a free, no-obligation estimate. Our R&D questionnaire helps you determine how much your business could save.

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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
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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. 

Shutdown Strategy: Protecting Yourself During the IRS Slowdown

Navigate the IRS shutdown with this essential strategy guide. Learn how to meet critical tax deadlines, protect yourself from a backlog, and stay compliant during the slowdown.

The Government Shutdown: What It Means for Taxpayers

The ongoing government shutdown has significantly slowed IRS operations, creating uncertainty for individuals and businesses waiting on tax refunds, appeals, and claim reviews. It is critical to understand which services are paused and how to maintain compliance with all tax deadlines to protect your rights before the backlog grows.

Short-Term Rentals, Long-Term Savings: Navigating the Tax Rules

A lesser-known opportunity is helping individuals use real estate to create meaningful tax deductions and build wealth. Discover how the short-term rental strategy and new bonus depreciation rules can allow property losses to directly offset ordinary income.
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Get Started Today

Do you have questions for tax professionals?

You can fill out the form for a free consultation to learn more about how we can help you achieve your financial goals.

Call Now - (202) 455-6010
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