Strategic Tax Planning & Advisory
Financial Health Starts with Strategic Planning.
Strategic tax planning for business owners, healthcare professionals, real estate investors and athletes. We help you understand where you are today, identify meaningful planning opportunities, model the potential impact and build a clear plan for what comes next.
Planning Built Around Your Financial Life
Business Owners
Entity structure, compensation, retirement planning, deductions and changing business complexity.
Healthcare Professionals
High-income compensation, business ownership, retirement accounts, investments and tax-efficient wealth planning.
Real Estate Investors
Rental activity, depreciation, property transactions, entity considerations and long-term planning.
Athletes
NIL income, professional sports income, business activity, multi-state considerations and international complexity.
From Tax Information to an Actionable Plan
- 01
Understand
We organize the relevant tax information, returns, income sources, businesses, investments and planning priorities into a clear picture of where you stand.
- 02
Identify
Your circumstances are reviewed for meaningful planning opportunities and areas requiring deeper analysis.
- 03
Model
Where appropriate, potential strategies are modeled to understand their projected impact individually and together.
- 04
Plan
The strategies you and your advisor decide to pursue are organized into a prioritized tax plan with clear next steps.
- 05
Implement
If you engage us for implementation advisory, approved strategies are coordinated through defined tasks, documents, responsibilities and deadlines.
- 06
Verify
Planning outcomes can be reviewed against what was actually implemented and reflected in the relevant tax results.
Your Private Tax Planning Workspace
Your Plan Doesn't Disappear Into a PDF
Clients of The Tax Essentials can use a secure TaxVeriq-powered workspace to keep the planning process organized from initial information through implementation and review.
Tax Profile
A clear view of the tax facts and planning information relevant to your engagement.
Planning Opportunities
See the opportunities being evaluated and what information may still be needed.
Tax Plan
Review the strategies included in your advisor-approved plan and understand the modeled impact.
Action Plan
Keep implementation responsibilities, next steps and supporting documents organized.
Secure Documents
Keep relevant tax documents connected to the planning process.
Results
Review what was implemented and, where available, compare planning expectations with actual outcomes.
Powered by TaxVeriq
TaxVeriq is the secure tax intelligence platform used by The Tax Essentials to organize planning information, evaluate opportunities, model tax strategies and manage the planning lifecycle. TaxVeriq does not provide tax advice.
Three Services. Clearly Separated.
Tax Planning
Identify, evaluate and model planning strategies based on your circumstances, then organize selected recommendations into a clear written plan.
Explore Tax PlanningImplementation Advisory
Ongoing advisory support for coordinating and completing strategies approved after the planning engagement.
Explore ImplementationTax Preparation
Preparation and filing of agreed tax returns under a separate tax preparation engagement.
Explore Tax PreparationEach service is separately scoped, priced and agreed in writing. Tax planning does not automatically include implementation or tax preparation.
View Services & PricingTax Strategy With Professional Oversight
David Chandler, EA
Founder, The Tax Essentials
Your planning engagement is overseen by an Enrolled Agent and built around your actual tax circumstances, financial activity and planning objectives.
Ready to Take a More Strategic Approach to Taxes?
Start with your Tax Assessment so we can understand your situation, identify the areas that deserve attention and determine the appropriate next step.