Comprehensive Tax Planning Packages

“I’ve worked with other CPAs before, but no one’s taken this level of interest in my real estate investments. Straight Talk CPAs gave me strategies I never knew existed—and I’m already saving thousands.”  



— Jonathan M., Real Estate Investor 

Tailored Tax Planning Package Options

We offer three customized service tiers to meet your unique financial needs: 

Essential

$1,000 / Year

Foundational tax planning for individuals or small businesses with taxable income under $100,000, offering a streamlined approach to manage taxes effectively.

Key Features:

Tax planning for the current year and beyond to prepare for your financial future.

Deduction review to ensure you’re taking advantage of all eligible tax-saving opportunities. 

Guidance on retirement options to maximize savings while minimizing taxes.

Recommendations for quarterly estimated payments to avoid penalties and surprises. 

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Strategic

$3,500 / Year

Ideal for growing businesses and individuals with taxable income between $100,000 and $500,000, offering a robust approach to optimize tax strategies.

Key Features:

All benefits of Essential Tax Planning, plus:

Entity optimization to choose the best structure (LLC, S Corp, C Corp, Partnership) for efficiency and growth.

Strategy planning for leveraging deductions and credits tailored to your industry. 

Review of insurance policies to protect assets while saving on taxes.

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Advanced

$7,500 / Year

Comprehensive tax planning for high-income individuals and businesses with taxable income between $500,000 and $1,000,000, featuring advanced strategies to protect and grow wealth.

Key Features:

All benefits of Strategic Tax Planning, plus:

Advanced retirement planning strategies to maximize long-term tax advantages. 

Customized strategies for multi-state or complex tax situations. 

Enhanced consultation to address unique business and financial concerns. 

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Why Choose Straight Talk CPAs for Tax Planning? 

  1. Tailored Solutions: No two financial situations are the same. We create tax strategies uniquely suited to your income and goals. 
  2. Experienced Professionals: With years of expertise, we stay on top of changing tax laws to ensure you're always ahead. 
  3. Transparent Pricing: No surprises, just straightforward pricing that reflects the value of our services. 

Let's Build Your Tax Plan Today


Our team at Straight Talk CPAs is committed to helping you achieve greater financial clarity and security through thoughtful, proactive tax planning.

Schedule a call with our advisor today. 

FAQs

  • What is tax planning, and why is it important?

    Tax planning involves analyzing your financial situation to minimize tax liability and ensure compliance with tax laws. At Straight Talk CPAs, proactive tax planning helps you reduce your tax burden, achieve financial goals, and avoid surprises during tax season.

  • What tax planning services does Straight Talk CPAs offer?

    Straight Talk CPAs provides tailored tax planning services through three comprehensive packages:


    • Essential Tax Planning: Designed for individuals and small businesses with taxable income under $100,000.
    • Strategic Tax Planning: Ideal for clients with taxable income between $100,000 and $500,000.
    • Advanced Tax Planning: For high-income individuals and businesses with taxable income between $500,000 and $1,000,000.

  • How do Straight Talk CPAs customize tax strategies for clients?

    Our team carefully assesses your unique financial situation, income level, and long-term goals. We offer personalized recommendations such as maximizing deductions, optimizing retirement contributions, and addressing multi-state or complex tax scenarios, depending on the package you choose.

  • Who can benefit from tax planning at Straight Talk CPAs?

    Both individuals and businesses can benefit from our tax planning services. Whether you are looking to reduce personal taxes, optimize business structures, or manage high-income tax complexities, our packages cater to various financial needs.

  • How much will this cost, and will it actually save me money?

    The fees for our tax planning packages are listed on this page. We offer upfront, transparent pricing and provide tailored solutions to ensure you get the most value. In many cases, strategic planning and expert advice can uncover tax-saving opportunities and help optimize your financial position, potentially saving you more than the cost of the services.

  • Why do I need tax planning if I already file my taxes with you?

    Tax planning is a proactive strategy that helps you minimize your tax liability throughout the year. While tax filing focuses on reporting what has already happened, tax planning looks ahead to identify opportunities, deductions, and credits that could reduce your tax burden. By engaging in tax planning, you ensure you're not leaving money on the table and that you're maximizing all available options.

  • How can I get started with Straight Talk CPAs' tax planning services?

    Getting started is easy:


    • Review our Essential, Strategic, and Advanced tax planning packages to find the right fit for your income and goals.
    • Schedule a free consultation via our website or call us directly.
    • Our team will guide you in selecting a package and building a personalized tax strategy.

  • Can I use this service if I don’t have a business or significant income?

    Absolutely! Our services are designed for individuals and families, not just businesses. Whether you're looking to optimize your personal finances, plan for retirement, or ensure you're taking advantage of tax-saving opportunities, we can provide expert guidance tailored to your unique situation. You don't need significant income to benefit from comprehensive tax planning and financial advice.