Tax Planning Services for Businesses Using Odoo

Already using Odoo? Let’s make it work for tax savings—not just data entry.

Odoo can track a lot: expenses, invoices, payroll, inventory… but when it comes to actually lowering your tax bill? That takes planning—and a team that understands how to translate Odoo data into real tax strategies.


Straight Talk CPAs goes beyond reporting. We step in with proactive tax planning, using the information already inside your system to uncover deductions, fix inefficiencies, and reduce what you owe.


Because tax prep is reactive. But tax planning? That’s how you save.

Why Tax Planning Inside Odoo Matters

Odoo gives you the tools. But the setup, the reporting, and the strategy? That’s where things go sideways—especially if:

  • Your books are technically “done,” but your CPA never asks about them until March
  • You’re guessing at estimated payments or overpaying to be safe
  • You suspect you’re missing deductions (but don’t know which)
  • Your Odoo setup doesn’t reflect your entity structure or business model
  • You want to reinvest profits, but don’t want a tax surprise

We help turn your system into a smart, strategic tool—not just a recordkeeper.

What’s Included in Odoo Tax Planning Services

Mid-Year and Year-End Tax Strategy Sessions
We use real numbers from your Odoo system—not just projections—to create actionable, personalized strategies.


Entity Structure Review
LLC, S-Corp, partnership? We’ll make sure you’re structured for maximum savings and minimal headaches.


Expense & Deduction Optimization
We spot patterns in your Odoo data that point to missed deductions—and make adjustments that actually stick.


Depreciation & Asset Planning
Bonus depreciation? Section 179? We’ll help you time purchases and categorize assets to reduce tax liability.


Payroll & Compensation Strategy
We advise on reasonable salaries, profit distributions, and how to balance both for owners and partners.


Quarterly Tax Projections
Know what you owe, when you owe it, and how to pay smarter—not just more.



Audit-Ready Support
We make sure every deduction we recommend is backed by clean, clear, and properly coded records inside your system.

  • Businesses using Odoo as their primary accounting/ERP tool
  • Owners who want to keep more of what they earn
  • Companies frustrated with “tax season-only” CPAs
  • Teams ready to align strategy with real-time financials
  • Anyone who suspects they’re overpaying and under-planning

Best-Fit Clients for This Service

Real Case, Real Savings

Client Type: Manufacturing business with multiple locations using Odoo ERP


Their Issue:
They were profitable—but paid far more in taxes than they needed to. Their CPA never reviewed the Odoo data and treated them like a standard client.


What We Did:

  • Reviewed their compensation and restructured for better payroll tax treatment
  • Identified $47,000 in missed deductions across cost centers
  • Set up quarterly planning meetings based on live Odoo reporting
  • Helped time capital purchases to maximize bonus depreciation

The Outcome:
They saved over $62,000 in taxes and finally had clarity on how to plan—not just react.

Comprehensive Odoo Solutions

Accounting Services | CPA Services | Bookkeeping Services | Tax Planning Services | Tax Preparation Services | CFO Services