Tax Planning

What is It?

Our holistic Tax Planning Services go beyond traditional tax preparation. We deliver proactive, year-round strategies that align your financial goals, business operations, and investment decisions with optimal tax efficiency. Holistic tax planning takes a comprehensive approach—evaluating every aspect of your financial life to legally minimize taxes over the short and long term. We consider your business structure, real estate holdings, investment portfolio, retirement plan, and succession goals to create a customized strategy designed for sustainable growth and tax savings.

What Services are Included?

Who Qualifies?

Our holistic tax planning approach supports:

High-income professionals and entrepreneurs
Real estate investors and developers
Business owners and partnerships
Family offices and high-net-worth individuals
CPA firms and financial advisors seeking a white-label solution

What are the Benefits?

Strategic year-round guidance – We don’t just look at your taxes in April. We partner with you all year to unlock long-term savings.
Multidisciplinary expertise – Our team includes CPAs, engineers, attorneys, and credentialed tax experts.
Audit-ready documentation – Every strategy we deliver is defensible and documented to withstand IRS scrutiny.
Personalized planning – No two clients are alike. Your tax strategy is custom-built to reflect your assets, risks, and goals.
Reduce tax liability – We use current tax regulations to maximize tax incentive reducing your overall taxes.

What are the Savings?

Tax planning can generate considerable savings for individuals and businesses. Specialty Tax Advisors offers multiple strategies and products to help our clients maximize their tax incentives.

What are the Services?

Business Entity Structuring - Maximize flexibility and reduce liability through the right choice of entity (LLC, S-Corp, C-Corp, Partnership) aligned with your income, goals, and jurisdiction.
Cost Segregation Studies - Accelerate depreciation on your commercial and investment properties to reduce current tax liabilities and increase cash flow.
Energy-Efficient Tax Incentives - Claim powerful deductions under 179D and 45L for qualified energy-efficient building improvements or developments.
Retirement and Exit Planning - Design a tax-advantaged exit strategy—whether you’re planning to retire, sell your business, or pass on wealth to the next generation.
R&D and Specialty Credits - Leverage credits such as the Research & Development Tax Credit, Work Opportunity Credit, and Employee Retention Credit (ERC) to offset your tax burden.
Passive Income & Real Estate Planning - Integrate real estate tax strategies including 1031 exchanges, opportunity zones, and short-term rental tax treatments.
IRS Audit Defense and Risk Mitigation - Benefit from full audit protection and compliance guidance backed by engineering, legal, and CPA support.