Business Tax Planning & Advisory Services

Reduce your taxes. Boost your profits. Grow with confidence. 


At Straight Talk CPAs, we believe smart business owners deserve smart tax strategies—not just at year-end, but all year long. Our Business Tax Planning & Advisory Services help you lower your tax bill legally, stay compliant, and support long-term business growth. 



Whether you're a startup or scaling past $5M in revenue, our tiered service packages include proactive tax planning tailored to your stage of business. 

Not Just Tax Prep—Real Strategy That Saves You Money 

Our core strategies include: 

Entity Structure Optimization

We help you choose and maintain the right structure (LLC, S Corp, C Corp, Partnership) to reduce taxes, limit liability, and align with your growth goals. 

Tax Credit & Incentive Maximization

You may be missing out on tax credits you qualify for. We identify and help you claim credits and incentives that lower your tax burden and improve your cash flow. 

Retirement Plans That Work for You

We guide you in setting up and contributing to tax-efficient retirement plans—like SEP IRAs or 401(k)s—so you reduce taxes while building long-term wealth. 

Expense Management & Deduction Strategy

We analyze your expenses to ensure you’re deducting everything legally available and structuring expenses for maximum impact. 

Business Tax Planning Is Included in All Our Packages

Whether you're just getting started or running a thriving company, we include year-round tax planning in every one of our five advisory packages: 

  • Startup ($0–$100K) – Lay the groundwork for smart tax habits 
  • Growth ($100K–$500K) – Reduce taxes, improve cash flow 
  • Scale ($500K–$1M) – Optimize entities and deductions 
  • Thrive ($1M–$5M) – Strategic tax layering and planning for exits 
  • Enterprise ($5M+) – Complex, multi-entity, and legacy planning 

What Makes Our Tax Planning Different? 

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Deep Expertise

Our team includes CPAs and EAs who specialize in business tax planning. We stay ahead of changing laws so you don’t have to. 

Custom Strategy, Not Cookie-Cutter Advice

Your business is unique. We take the time to understand it, then craft a tax plan aligned with your growth stage, goals, and industry. 

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Thorough and Forward-Looking

We don’t just react—we plan ahead. We identify opportunities other firms miss, and we update your strategy as tax laws and your business evolve. 

Responsive and Clear Communication

No jargon. No waiting weeks for an answer. You’ll have a dedicated team that’s proactive, friendly, and easy to reach. 

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How It Works?

Free Consultation

We start with a discovery call to understand your goals, challenges, and business setup.

Deep-Dive Tax Review & Strategy Development

We analyze your financials, structure, and tax history. Then we create a custom tax plan to reduce your liabilities—ethically and effectively.

Implementation & Ongoing Optimization 

We work with you and your team to implement the plan. As your business grows and tax laws shift, we adjust the strategy to ensure it stays optimized. 

FAQ

  • How can business tax planning benefit me?

    How can business tax planning benefit me? 

    It helps you legally reduce taxes, improve cash flow, and avoid costly surprises. Our proactive approach keeps you ahead—not just compliant. 

  • What kinds of deductions or credits can you help me claim?

    We help identify deductions for business expenses, depreciation, home offices, R&D credits, employee retention credits, and more.

  • Is tax planning a one-time service?

    No. Tax planning is part of your ongoing advisory package. We provide strategic updates and reviews throughout the year.

  • What’s the difference between tax planning and tax advisory?

    Tax planning focuses on strategy to reduce what you owe. Tax advisory includes deeper support, like audit preparation, IRS correspondence, and complex compliance.

  • Are you available year-round for questions?

    Yes! Our team is available year-round and committed to being responsive when you need us. 

  • How are fees structured?

    We offer fixed-fee packages based on your business’s revenue and needs. No hourly billing or surprise invoices.

  • Can you help with multi-state or complex tax issues?

    Absolutely. We support businesses with multi-entity, multi-state, and even international operations.

  • How do I get started?

    Book a free strategy call. We’ll review your current situation and show you how Straight Talk CPAs can help reduce your taxes.

Client Testimonials

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“The Straight Talk team are far more than accountants. They provide superlative accounting services while helping their clients grow their businesses and achieve greater success. I happily give them my highest recommendation.”

Paul Appel, Esq.

PPaul Appel PC

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“Salim and Straight Talk CPAs have been our trusted tax advisor for several years. Their diligent approach and personal care recently saved us from a $19K banking error! We recommend them to anyone looking for a responsive, thorough, and trustworthy team.”

Erin Garmont, 

Woodrows Management LLC

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“Working with Salim is a breath of fresh air. His recommendations have made a big difference in my business. It's a conversation that will be a game-changer for you.”

Michael Bellina

Migman Media LLC

Let’s Create Your Tax Saving Game Plan

Let’s talk about how we can reduce your taxes—this year and every year.

Schedule Your Free Strategy Call