Tax Planning Service

Tax planning services focus on proactive tax strategies versus just tax preparation - analyzing clients' tax situations, identifying opportunities to reduce taxes, implementing strategies throughout the year, and coordinating with CPAs on execution.

You work with high-income earners, business owners, real estate investors, and anyone with complex tax situations.

Fees range from $2,000-$10,000 annually or hourly at $200-$400.

Serving 30-60 tax planning clients generates $100,000-$280,000 annually with 75-90% margins.

Services include comprehensive tax analysis, tax reduction strategies, entity structure planning, retirement account optimization, charitable giving strategies, and tax-loss harvesting.

Success requires deep tax code knowledge, understanding of tax planning strategies, ability to analyze complex situations, relationships with CPAs for execution, and staying current with tax law changes.

Many tax planners are CPAs or EAs (Enrolled Agents), specialize in business owner or real estate investor tax planning, charge annual fees for ongoing planning, work closely with financial advisors and attorneys, and potentially offer tax preparation alongside planning.