Don't leave money on the table. Talk smarter tax planning today.

Strategic Tax Planning offers tax credit and planning advice for individuals and businesses. Get in touch with our team of tax specialists today to learn about simplifying your end-of-year tax planning with our smarter tax planning approach.

Tax Credits Made Simple

Maximize your tax savings while simplifying the paperwork and administrative requirements.


Employee Retention Credit

Learn how your business may qualify for the Employee Retention Credit (ERC).

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R&D Credits

Learn about R&D tax credits and deductions that are available to most organizations.

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Cost Segregation & More

Make use of cost segregation and other strategies for smarter tax savings this year.


Counting down to April 15th, 2024

Don't wait! The countdown is on to claim your 2020 Employee Retention Credit (ERC). Our team is here to simplify the ERC complexities and ensure you secure the tax benefits you deserve before the deadline slips away!

Learn More About The Corporate Transparency Act (CTA)

Make sure your business is compliant with the CTA and the new reporting requirements for beneficial owners.

In January 2024, the Corporate Transparency Act (CTA) will go into effect and require millions of businesses to file a Beneficial Ownership Information (BOI) report.

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More After-Tax Dollars in Your Pocket

Take advantage of tax credits and other incentives available to keep more money in your pockets after taxes.

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Opportunity Analysis

Learn more about tax credits, incentives, and other stimulus programs available through smarter tax planning.

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End of Year Tax Review

Close out your year with a review of tax planning opportunities available to you. and your business.

We Are More Than Just Accountants

Most tax professionals are focused on tax preparation. Our team focuses on maximizing tax credits and adding value for our clients personally and for their businesses.


Simpler to Get Started

Smarter tax credits should not mean more administrative paperwork. We keep things as simple as possible.

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Faster Analysis

Our team specializes in proactive tax planning, meaning we can efficiently find tax-saving opportunities.

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Smarter Tax Planning

Once you are working with our team you can stay ahead with new tax incentives and changes in the tax code.


Groups Who Benefit

Art Galleries

Bowling Alleys, Arcades & Pool Halls

Breweries, Distilleries & Wineries

Cannabis Industry


Childcare & Behavioral Centers

Construction Companies

Doctors & Medical Industry


Gyms & Fitness

Law Firms

Leisure, Hospitality & Tourism

Non Profit Organizations

Portfolio Companies

Private & Parochial Schools

Restaurants & Bars

Retail Stores

Spas, Salons & Beauty Schools

Startup Businesses

Vending Machine Industry

Ways To Get Started

Start working with our team today. Choose the option that best suits your tax planning needs.

Free Consult


15 minute conversation

ERC Analysis


Determine your eligibility

Comprehensive Planning

Contact Our Team

Custom pricing on request

Free Tax Credit Resources

Download, print, use and share the resources below.


We have saved business owners millions of dollars, and we’re just getting started.

Get Smarter Tax Answers Today

Talk with our team of tax professionals to learn about the tax incentive programs & other opportunities available to you.