Tax Planning Services for Businesses Using the Strategic Coach Program

Proactive Tax Strategy That Works with Strategic Coach

Running your business on the Strategic Coach framework means every financial decision should support your Unique Ability®, top priorities, and cash flow. But if your tax strategy isn’t aligned with these priorities, you could be leaving money—and growth—on the table.


Straight Talk CPAs help business leaders turn their Strategic Coach financials into a proactive tax plan that supports growth, owner pay optimization, and long-term financial confidence. We don’t just prepare filings—we align tax strategy with your cash positions, allocations, and owner distributions.


The result? Taxes become a tool for predictable profitability, strategic growth, and financial clarity.

Real-Time Insights. Real Results.

We don’t wait for year-end or scramble at the last minute. Our Strategic Coach–aligned tax planning starts with reconciled accounts and clear cash positions, giving us the visibility to spot timing opportunities, forecast liabilities, and make adjustments before they become issues.


From structuring owner compensation to planning distributions, leveraging timing strategies, and optimizing allocations, our Strategic Coach tax planning ensures every financial move supports your business’s broader priorities. This isn’t about chasing deductions—it’s about turning taxes into an active lever for cash discipline and predictable growth.

Our Strategic Coach Tax Planning Services Include

  • Quarterly Tax Estimates – Plan ahead with projections based on reconciled allocations and cash priorities.
  • Entity Structure Review – Align your business structure with long-term growth, tax efficiency, and cash strategy.
  • Income Shifting & Timing Strategies – Move income or expenses strategically to minimize tax impact while respecting priorities.
  • Owner Compensation Optimization – Balance payroll, distributions, and draws for compliance and efficiency within your Strategic Coach plan.
  • Year-End Planning & Projections – Avoid surprises, maximize cash, and ensure allocations are optimized for growth.

Wondering if your Strategic Coach priorities are reflected in your financials? We simplify complex numbers, highlight opportunities, and give actionable next steps—so you lead with clarity, not uncertainty.



We deliver guidance that informs allocations, owner pay, and operating expense decisions, helping you maintain predictable profitability and long-term cash confidence.

For Leaders Who Want Cash Confidence, Not Surprises

Why Work With Straight Talk CPAs?

  • Integrated With Your Strategic Coach Plan – No need to change your system; we align tax planning with your existing priorities, cash flow, and allocations.
  • Beyond Compliance – Proactive strategies ensure every financial decision supports your focus, growth, and Unique Ability®.
  • Clear and Actionable – No jargon, no guesswork—just insights you can implement immediately.
  • Executive-Level Insight – Our Strategic Coach CFO services keep tax planning, cash strategy, and allocations fully aligned.
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"Straight Talk CPAs aligned our taxes with our Strategic Coach priorities. We now optimize cash, owner pay, and growth without surprises."



Emma Roberts, CEO, Health Tech Startup

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"Their Strategic Coach–aligned tax planning gave clarity and confidence. Every decision now supports our Unique Ability® and cash flow goals."

Jason Li, Founder, Marketing Firm

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"With Straight Talk CPAs, our tax strategy works hand-in-hand with our Strategic Coach plan. We finally feel in control all year."



Priya Singh, Owner, Consulting Services

FAQs

  • How does Strategic Coach tax planning differ from standard services?

    We embed tax strategy directly into your Strategic Coach priorities, aligning cash, owner pay, and allocations for proactive, growth-focused planning.


  • Do I need to change my Strategic Coach plan to work with you?

    No. We integrate seamlessly into your existing accounts for Profit, Owner’s Pay, Tax, and OpEx.


  • Can you help with owner compensation and distributions?

    Yes. We optimize owner pay, draws, and payroll while staying compliant with reporting standards.


  • How do you support quarterly planning?

    We provide projections based on reconciled cash flow, allocations, and business priorities to keep decisions predictable and aligned.


  • Are your services audit-ready?

    Absolutely. Everything is GAAP-compliant and structured to withstand audits or due diligence.