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Proactive Tax Planning

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Most tax professionals are not tax planners.

They fill in the box and make sure you’re compliant. Most tax preparation is reactive—reporting last year’s expenditures to file the tax return and trimming tax costs where possible using things YOU’RE ALREADY QUALIFIED FOR.

We’re the tax planning pros. Anyone can report taxes. Certified Tax Coaches can potentially REDUCE taxes.

In contrast, tax planning is proactive. A smart tax planner works alongside a business to help them make the most advantageous decisions and shifts throughout the year that will add up to significant tax savings.

Potentially Reduce your tax bill by 90%.

For over a decade, the American Institute of Certified Tax Planners has been on a mission to help people save 80% to 90% on their tax bill.

Fully following the U.S. tax code

We are experts in the 77,000 pages of U.S. tax code cases and regulations, and know how to qualify you for more of the 400 possible tax deductions. Every piece of advice we give you is supported by the U.S. tax code. You can stop leaving money on the table out of fear of attracting the IRS’s attention.

The Tax Planning Process



Your FREE OR LOW-COST DISCOVERY SESSION will review your records to identify all missed opportunities and new areas for proactive tax savings.



Create a roadmap of the changes needed to generate the greatest tax savings.



We work with you to achieve these changes. You can even recoup taxes you’ve paid in previous years.

<span>Let's get started today.</span>

Let's get started today.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

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