About Us
Maximize Savings, Minimize Taxes
Advanced Tax Planners works with business owners, physicians and independent professionals to identify proactive tax strategies designed around their businesses, income and long-term financial goals. We focus on tax strategies that legally reduce your liability, helping you keep more of what you earn.
WE'RE NOT A TAX RELIEF COMPANY.
WE'RE A PROACTIVE TAX PLANNING FIRM.
There is an important difference.
Tax relief and tax resolution companies generally help individuals and businesses address existing tax problems—such as back taxes, IRS collections, liens, levies, penalties or negotiating payment arrangements.
Advanced Tax Planners takes a different approach.
We work proactively with successful business owners, physicians, 1099 professionals and other high-income earners to identify tax-planning opportunities before important financial and tax decisions are made.
TAX RELIEF / TAX RESOLUTION
Focuses primarily on taxes you already owe.
Typical needs may include:
- Past-due tax liabilities
- IRS collections
- Tax liens or levies
- Penalties
- Installment agreements
- Offers in compromise
- Unfiled prior-year returns
ADVANCED TAX PLANNERS
Focuses on proactively planning for the taxes you may owe going forward.
Our planning may evaluate opportunities involving:
- Business and entity structure
- Tax-efficient business strategies
- Qualified retirement-plan strategies
- Retirement contribution opportunities
- Cash balance and defined-benefit plan considerations
- Tax diversification strategies
- Business-owner and executive planning
- Coordination of tax, retirement and long-term financial strategies
WE DON'T START WITH:
“How much do you owe the IRS?”
WE START WITH:
“Are you paying more in taxes than you may need to—and what can you proactively do about it?”
Advanced Tax Planners is designed for successful taxpayers who want to move beyond simply preparing and filing a tax return toward developing a proactive strategy around their business, income, retirement and long-term financial objectives.
TAX PREPARATION LOOKS BACK. TAX PLANNING LOOKS FORWARD.
“Don't wait until tax season to discover what you could have done differently.”
Traditional tax preparation primarily focuses on accurately reporting what has already happened.
Proactive tax planning asks what can potentially be done before important tax and financial decisions are made.
Strategic Tax Planning
“Maxing out your 401(k) may not mean you're maximizing your retirement strategy.” Our clients benefit the most from strategic tax planning. “Successful business owners and physicians may have access to advanced retirement-plan strategies that can potentially provide substantially greater retirement funding opportunities while creating valuable business tax deductions.”
Advanced Tax Planners works with successful business owners and professionals to evaluate their individual circumstances and identify tax-planning strategies that may help them become more tax-efficient. Our team of CPAs, EAs, and tax attorneys work together to develop customized solutions that maximize your savings and ensure compliance with the latest tax laws.
The ideal tax planning clients usually have:
✅ $200K+ annual income
✅ Business owners or real estate investors
✅ Paying $100k+ in taxes
✅ Multiple income streams
✅ Growth-oriented mindset
Advanced Tax Planners does not guarantee tax savings or any particular financial result. Strategies depend upon individual circumstances and should be evaluated with the appropriate tax, legal and financial professionals.
Maximize Your Tax Savings
Advanced Tax Planners, where expert tax strategies meet personalized attention. Our knowledgeable staff is committed to delivering effective tax strategies and support for all your financial needs. Contact us today!