Benjamin Dorsey, CPA/PFS, CDFA, MST

Ben Dorsey is the President and Co-Founder of Strategic Tax Planning, LLC, an independent and licensed CPA firm established to provide high-value tax and consulting advice for businesses and their owners.

About

Ben Dorsey is the President and Co-Founder of Strategic Tax Planning, LLC, an independent and licensed CPA firm established to provide high-value tax and consulting advice for businesses and their owners.  Ben uses his background and experience as a holistic financial advisor to aid in ongoing efforts to minimize business tax liabilities, assist with growth and expansion, and advise ownership groups how to best preserve and grow their wealth in a tax-efficient manner.

Ben has worked in local, national, and global tax and wealth management firms.  By age 29, Ben became a partner in a top firm. Within his previous positions, Ben is credited with generating millions of dollars through new client acquisition, monitoring filings and compliance for more than 5,000 tax engagements, as well as leading firm business development initiatives.

Ben’s extensive experience in accounting and comprehensive wealth management firms has involved serving clients throughout the United States and around the globe. He has collaborated and led teams of professionals including dedicated investment management, financial, retirement, & estate planning, tax services experts, legal and business advisory, bringing it all together for clients.

Ben grew up in Maryland and received a Bachelor of Accounting, cum laude, from Towson University as well as a Master of Science in Taxation from the University of Baltimore.  He is licensed as a CPA in Maryland and Virginia and is a Certified Financial Planner™.  When he’s not delivering impactful financial advice to businesses and their owners, he can be found attending sporting events with his daughter, Bailey, at their favorite D.C. and Baltimore sports teams.

Articles from the author

Employee Retention Credit: Restaurants & Bars Receive Cash Aid

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March 18, 2022

Restaurants and other businesses are eligible for up to $26,000 per employee via the Employee Retention Credit (ERC). Learn how the credit works here.

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Articles from the author

Money On The Table—Qualifying for the Employee Retention Credit for Past Quarters

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March 10, 2022

The Employer Retention Credit (ERC) is still available for many businesses and it can provide much needed cash or reduction in payroll taxes. Learn more about how the program works here.

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About Strategic Tax Planning

Business owners who work with us maximize their ERC, R&D, and other
tax credits. Talk with our team of professionals for smarter tax planning.

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