Tax Planning & Advisory Services
Customized tax and accounting solutions built to support compliance, reduce tax exposure, and strengthen financial outcomes for business owners and growing organizations.
- Tax Preparation & Regulatory Compliance
- Maximized Credits & Deductions
- Strategic Tax Planning
Tax Services
Comprehensive Tax Solutions Built Around Your Business
Our tax services are designed to help you stay compliant, reduce tax exposure, and maintain consistent cash flow throughout the year. With proactive planning and reliable support, we help keep your tax obligations organized, accurate, and stress-free.
#1
Tax Compliance & Support
Tax errors and compliance issues can be costly and time-consuming to correct. Our experienced CPAs and tax professionals ensure your filings are accurate, timely, and aligned with current tax regulations while supporting long-term tax efficiency.
#2
Tax Preparation Services
We manage the full tax preparation process to ensure compliance and maximize eligible savings. Our services support a wide range of business structures, including LLCs, S Corporations, Partnerships, C Corporations, and their owners.
#3
Tax Advisory & Strategic Planning
Our advisory team works closely with you to develop customized tax strategies that improve cash flow, minimize tax liability, and align with your broader financial and business objectives.
Stop Paying More Taxes Than Necessary
94% Business Owners Pay More Taxes
A significant number of business owners overpay in taxes each year—often due to limited tax planning, lack of proactive advice, or infrequent communication with their tax professionals. With the right strategy and guidance, many of these costs can be reduced legally and effectively.
Common Tax-Saving Strategies for Business Owners
Tax Preparation & Tax Planning Process
Make Tax Season Simple and Stress-Free
While taxes are unavoidable, stress doesn’t have to be part of the process. We believe the greatest value comes from working with our clients year-round—not just at filing time. This proactive approach allows us to identify opportunities, plan ahead, and implement strategies before deadlines arrive.
Our team manages both detailed tax preparation and forward-looking tax planning to help you keep more of what you earn while remaining fully compliant. Whether you need business tax support, personal tax planning, or a reliable virtual tax advisor, we’re here to make the process smooth, efficient, and worry-free.
Real Estate & Property Management
We begin with a scheduled conversation to understand your financial situation, business structure, and goals. During this call, we’ll discuss your needs, how we can support you, and outline our services and pricing.
Secure Document Collection
You’ll gain access to a secure online portal where you can complete your tax organizer, sign engagement documents, and upload financial records. Our team will request any additional items needed to ensure accuracy and completeness.
Tax Return Walkthrough
We provide a clear overview of your completed tax return, explaining key details, outcomes, and any areas that may need future planning or improvement. This review can be completed via call, video meeting, or written summary.
Tax Preparation & Thorough Review
Once all documents are received, we prepare your tax return with careful attention to detail. Each return goes through multiple review stages to ensure accuracy, compliance, and optimization. We’ll contact you if clarification or additional information is required.
Authorization & Electronic Filing
After your approval and signature, we electronically file your return with the IRS and applicable state agencies, ensuring timely and compliant submission.
Industries we serve
Industry Highlights
Service Based Businesses
Whether you operate as a consultant, legal professional, engineer, creative, or online service provider, we customize tax and accounting strategies to fit your business model, helping you remain compliant while improving overall tax efficiency.
Dental & Healthcare Practices
We support dental offices, physicians, and healthcare providers with industry-specific tax planning. Our approach focuses on accurate reporting and maximizing eligible deductions, including equipment purchases, supplies, depreciation, and operational expenses.
Real Estate Professionals
From realtors and investors to developers and property managers, we provide specialized tax planning for real estate businesses. Our expertise includes capital gains strategies, depreciation planning, and identifying overlooked deductions common in real estate filings.
Retail & E-Commerce
Retail businesses face unique accounting challenges, from inventory tracking to sales tax compliance. We provide structured financial support to help ensure accurate reporting and smooth day-to-day operations.
Franchise Businesses
Whether you operate a single franchise or manage multiple locations, we customize tax and accounting strategies to address franchise requirements, helping you remain compliant while improving overall financial efficiency.
Cannabis Industry
Whether you operate a licensed cannabis business or related operation, we customize tax and accounting strategies to navigate regulatory requirements, helping you remain compliant while improving overall tax efficiency.
Pricing
Choose the Right Tax Solution for Your Needs
We offer flexible tax preparation and advisory options designed to support individuals, business owners, and growing companies. Whether you need one-time tax filing or ongoing support, our plans are built to match your level of complexity and goals.
Choose the Right Tax Solution for Your Needs
Individual Tax Preparation
For individuals & business owners with tax filing needs.
Starting at $750
Business Tax Preparation
For LLCs, partnerships, S corporations, and C corporations.
Starting at $1,500
Ongoing Monthly Tax & Advisory Plans
Basic Plan
Starting at
$250 / month
Standard Plan
Starting at
$400 / month
Premium Plan
Starting at
$700 / month
Dedicated Account Manager
Business Tax Preparation
Individual Tax Preparation
Secure Client Portal
Extension Filing Support
Periodic Check-Ins & Tax Estimates
IRS Notices & Correspondence Assistance
Quarterly Estimated Tax Projections
Strategic Tax Planning & Advisory
Personal Property Tax Filing
Trust Returns and Gift Tax Returns
Dedicated Support
Pricing
Choose the Right Tax Solution for Your Needs
We offer flexible tax preparation and advisory options designed to support individuals, business owners, and growing companies. Whether you need one-time tax filing or ongoing support, our plans are built to match your level of complexity and goals.
Choose the Right Tax Solution for Your Needs
Individual Tax Preparation
For individuals & business owners with tax filing needs.
Starting at $750
Business Tax Preparation
For LLCs, partnerships, S corporations, and C corporations.
Starting at $1,500
Ongoing Monthly Tax & Advisory Plans
Basic Plan
Starting at
$250 / month
Dedicated Account Manager
Business Tax Preparation
Individual Tax Preparation
Secure Client Portal
Extension Filing Support
Periodic Check-Ins & Tax Estimates
IRS Notices & Correspondence Assistance
Quarterly Estimated Tax Projections
Personal Property Tax Filing
Trust Returns and Gift Tax Return
Strategic Tax Planning & Advisory
Dedicated Support
Standard Plan
Starting at
$400 / month
Dedicated Account Manager
Business Tax Preparation
Individual Tax Preparation
Secure Client Portal
Extension Filing Support
Periodic Check-Ins & Tax Estimates
IRS Notices & Correspondence Assistance
Quarterly Estimated Tax Projections
Personal Property Tax Filing
Trust Returns and Gift Tax Returns
Strategic Tax Planning & Advisory
Dedicated Support
Premium Plan
Starting at
$700 / month
Dedicated Account Manager
Business Tax Preparation
Individual Tax Preparation
Secure Client Portal
Extension Filing Support
Periodic Check-Ins & Tax Estimates
IRS Notices & Correspondence Assistance
Quarterly Estimated Tax Projections
Personal Property Tax Filing
Trust Returns and Gift Tax Returns
Strategic Tax Planning & Advisory
Dedicated Support
Our Team
The Professionals Dedicated to Your Success
Salman Jafri - MST, CPA
President & Founder
Salman Jafri is a Certified Public Accountant (CPA) and the President & Founder of the firm. He brings extensive experience working with high-performing organizations and diverse client portfolios. Salman leads the firm’s strategic direction and oversees all accounting and tax operations, ensuring the highest standards of professionalism, regulatory compliance, and client service. The firm offers comprehensive services, including bookkeeping, payroll, tax preparation, tax planning, and financial advisory.
Mehaq Jafri
Senior Tax Accountant
Mehek Jafri is a senior tax accountant responsible for overseeing bookkeeping, payroll processing, financial reporting, and account reconciliations. She ensures accuracy, consistency, and timely reporting across client accounts. Mehek’s strong understanding of accounting standards and operational processes makes her a trusted point of contact for ongoing financial management.
Nayab Jafri
Tax Manager
Nayab Jafri is a Tax Manager with strong expertise in federal and state tax compliance for individuals and businesses. He works closely with clients to develop effective tax strategies, manage filings, and address regulatory requirements. His proactive approach and thorough analysis support risk management and long-term tax efficiency.
Asra Jafri
Tax Manager
Asra Jafri serves as Tax Manager and specializes in individual and business tax compliance, planning, and advisory services. She is responsible for managing complex tax matters, monitoring regulatory changes, and ensuring accurate and timely filings. Her structured and detail-oriented approach helps clients remain compliant while optimizing their overall tax position.
Reliable Accounting Support for Confident Financial Decisions
Let our experienced team handle your accounting and tax needs so you can focus on growing your business. Complete the form below to request a free quote, and a member of our team will reach out within one business day.