AI Tax Planning Services That Work Smarter for Your Business

Strategic AI-Assisted Tax Advisory

Whether you run a consulting firm in New York, a medical practice in Dallas, or a remote creative business, taxes are more complex than ever. If your CPA only contacts you at filing time, you may be leaving significant savings on the table.


Straight Talk CPAs offers AI-assisted, year-round tax planning for businesses that want to minimize liabilities legally and strategically. Our AI tools analyze your financial data, anticipate tax obligations, and uncover deductions you might otherwise miss—while our team translates insights into actionable strategies.


We don’t just file returns—we partner with you throughout the year so you can make smarter decisions before deadlines hit.

Our services include:


  • Annual and quarterly tax projections using AI analytics
  • Review of deductions, credits, and write-off opportunities
  • Retirement planning and tax-advantaged investment strategies
  • Entity evaluation and restructuring (LLCs, S-Corps, PLLCs)
  • Strategies for side income, royalties, or consulting revenue
  • Multi-state and remote employee tax planning
  • Real estate and rental property tax strategies

Our AI-Powered Tax Planning Services Include:

More Than Filing — We Plan, Project, and Advise

Tailored for How Your Business Works


From billable hours and 1099 contracts to equity compensation and passive income, every business has unique tax considerations. Our AI-assisted planning cuts through the complexity and builds a strategy that works for your business—not just the IRS.


We serve:

  • Medical professionals and practices
  • Attorneys and legal firms
  • Consultants, coaches, and advisors
  • Engineers and architects
  • Creative professionals and freelancers
  • Executives with complex compensation packages

Case Study: From Uncertainty to Predictable Savings

Meet Larah, a consultant and speaker, who was frustrated with tax season every year. Her previous CPA only filed her returns without proactive guidance.


With AI-assisted tax planning, we:

  • Built quarterly projections so she always knew what to set aside
  • Transitioned her from sole proprietor to S-Corp for efficiency
  • Maximized deductions for travel, home office, and professional development
  • Introduced a retirement plan, reducing her taxable income by $18,000
  • Created a multi-year tax strategy aligned with her business growth


Result: Amanda cut her tax bill by $22,500 in her first year and gained year-round clarity on her finances.

Why Businesses Choose AI Tax Planning with Straight Talk CPAs

  • Smarter Decisions: AI identifies deductions, trends, and risks faster.
  • Tailored Strategy: Every plan is customized for your business and workflow.
  • Proactive Support: We don’t just report numbers—we explain them.
  • Scalable Solutions: Works for solo entrepreneurs and growing businesses alike.


Take the First Step Toward Smarter Tax Planning


Don’t let taxes slow your business down. Partner with Straight Talk CPAs to combine AI efficiency with expert guidance and gain clarity, accuracy, and predictable savings.



Schedule your free AI tax planning consultation today and see how much you could save this year—and every year moving forward.

FAQs

  • What’s the difference between AI-assisted tax planning and traditional filing?

    AI-assisted planning anticipates your tax obligations, identifies deductions, and provides insights throughout the year, rather than just filing returns.

  • Who can benefit most from AI-assisted tax planning?

    Businesses with complex income streams, multi-state operations, or high-earning professionals benefit the most.


  • Do I need to be in a specific location to use AI-assisted tax planning?

    No, our AI tools and virtual services allow us to work with businesses anywhere in the country.


  • How do I get started with AI tax planning?

    Schedule a consultation with our team, and we’ll assess your business and create a personalized AI-assisted strategy.

  • How does AI improve the tax planning process?

    AI automates routine calculations, spots patterns, and highlights opportunities, while our experts interpret the results and advise on the best actions.

Complete Solutions for AI-assisted Services