Tax Strategies for Individuals and Businesses

Navigating tax regulations can have you feeling lost in all the paperwork and possible penalties. At Strategic Tax Planning, we understand the complex tax system and are ready to equip you with the knowledge and strategies to maximize your financial benefits and emerge with a peace of mind. 

Schedule a free call
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Tax Strategies for Individuals and Businesses

Navigating tax regulations can have you feeling lost in all the paperwork and possible penalties. At Strategic Tax Planning, we understand the complex tax system and are ready to equip you with the knowledge and strategies to maximize your financial benefits and emerge with a peace of mind. 

Strategic Tax Planning with STP

Our team of licensed CPAs and tax professionals are your allies in all things tax-related. We offer a comprehensive range of services designed to simplify the process of filing taxes and resolving any controversies that may arise. Here are some ways we can help you:

  • Tax Controversy: If you have stumbled into a disagreement with the IRS, allow our team to advocate for your best interests and negotiate favorable resolutions on your behalf.
  • International Tax Compliance: Our team can help you better understand how to apply international tax code to ensure compliance while maximizing your foreign profits.
  • High-Value Tax Mitigation Strategies: Our team can leverage our tax knowledge to identify opportunities for deductions, credits, and other tax-saving tools tailored to your specific financial situation.
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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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Chart Your Optimal Tax Course

Every individual and business will have a unique path on their journey to tax success. Our team of CPAs and tax professionals will utilize our experience to tailor a personalized tax strategy for your circumstances. 

Get in Touch with Our Financial Professionals

Allow us to guide you towards optimal tax outcomes and a financial peace of mind. Call us at (202) 455-6010 or fill out our contact form to turn your tax complexities into clarity.

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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.

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FAQs

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

What is the difference between tax planning and tax preparation?

Tax planning is a proactive approach that involves analyzing your financial situation and developing strategies to minimize your tax liability for the and future years. Tax preparation is the reactive process of filing your tax returns after the end of the tax year.

I want to make the most of my personal tax deductions and credits. Can you help?

We’ll analyze your income and expenses to ensure you claim all available deductions and credits, lowering your tax burden. Our team can work together with your CPA, reviewing current tax strategies and identifying new opportunities for paying less in tax.

What happens if I get audited?

Our tax professionals are familiar with tax controversy and can help you navigate the audit process, advocate for your best interests, and work towards a favorable resolution.

View Insights From Our Team

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

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What is Happening with the Corporate Transparency Act?

The NSBA and others are challenging the constitutionality of the Corporate Transparency Act. What does this mean for a business's reporting requirements?

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.
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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.

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