Straight Talk Business Tax Planning & Advisory Services

Reduce Taxes. Boost Profits. Grow With Confidence.


Smart business owners know: tax savings aren’t found once a year—they’re engineered year-round. That’s why our Business Tax Planning & Advisory Services go beyond compliance. We design forward-looking strategies that reduce taxes legally, free up cash for growth, and keep you one step ahead of the IRS.


Whether you’re building momentum or scaling past $5M, our tiered service packages deliver proactive, stage-specific tax strategies that protect today’s profits and fuel tomorrow’s growth. Most CPAs file. We strategize.

Not Just Tax Prep—Real Strategy That Pays for Itself 

Our core strategies include: 

Entity Structure Optimization

The wrong structure quietly bleeds money. The right one accelerates growth.


  • A consulting firm paying high self-employment tax restructured into an S-Corp—saving $42K per year. That’s two new hires funded by tax strategy alone.


  • A $5M company preparing for exit pivoted to a C-Corp strategy that cut their capital gains exposure and increased buyer appeal. 

Tax Credit & Incentive Maximization


Billions in tax credits go unclaimed each year—because most CPAs don’t look for them.


  • A manufacturing client recovered $62K in R&D credits.


  • A tech firm secured $40K in energy-efficiency incentives—cash they put right back into product development. 


Retirement Plans That Work for You

The wrong retirement plan is a line item. The right one is a dual engine of tax savings and wealth creation. 


  • We designed a Cash Balance Plan that reduced a client’s taxable income by $110K while turbocharging the owner’s retirement fund.

  • A small firm with 6 employees implemented a SIMPLE IRA that lowered taxes and boosted retention.

Expense Management & Deduction Strategy

Most owners believe they’re deducting everything. Most are wrong.


  • One client had $28K in missed deductions—buried in software, contractor, and travel categories their prior CPA overlooked.


  • Another cut $84K in waste within 90 days by tightening vendor terms and realigning expenses. 



Tax prep tells you what happened. Tax planning designs what happens next.

Why Straight Talk?

  • Expertise + Perspective 
    We’re CPAs who live in the tax code—but we’re also business strategists. That means we see the bigger picture: your cash flow, growth trajectory, and exit goals—not just your Form 1040. 


  • Strategy That’s Yours, Not Cookie-Cutter 
    A SaaS startup doesn’t need the same plan as a construction company. We build tax strategies around your revenue model, margins, and industry quirks—so your plan works in the real world, not just on paper. 


  • Forward-Looking, Always Updating 
    Tax planning isn’t “set and forget.” As laws evolve and your business scales, we continuously refine the plan. That’s how our clients stay ahead instead of reacting after the fact. 



  • We talk straight. Always. 
    No jargon. No guesswork. Just clarity, action, and measurable results. 

Why Straight Talk?

Free Consultation

We start with a discovery call to understand your goals, challenges, and current tax setup. You’ll walk away knowing if we’re the right partner—and exactly what comes next.

Deep-Dive Tax Review & Strategy

We analyze your structure, financials, and past returns to uncover missed opportunities and hidden risks. Then we design a proactive plan—quantified and prioritized—so you see the value clearly.

Implementation & Ongoing Optimization

We don’t drop a binder on your desk. We implement side-by-side with your team, monitor results, and adapt as laws change and your business evolves—so your tax plan never drifts off course.

FAQ

  • How is this different from my current CPA?

    How can business tax planning benefit me? 

    It helps you legally reduce taxes, improve cash flow, and avoid costly surprises. Our proactive approach keeps you ahead—not just compliant. 

  • Do I need this if my business is small?

    We help identify deductions for business expenses, depreciation, home offices, R&D credits, employee retention credits, and more.

  • What if my business is complex or multi-state?

    No. Tax planning is part of your ongoing advisory package. We provide strategic updates and reviews throughout the year.

  • Are you available year-round?

    Tax planning focuses on strategy to reduce what you owe. Tax advisory includes deeper support, like audit preparation, IRS correspondence, and complex compliance.

  • How do fees work?

    Tax planning is included in our flat-fee advisory packages. No hourly billing. No surprises. 

What Our Clients Say

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“They don’t just file returns—they show us where money is leaking and how to keep it. The savings more than pay for their services.” 

Paul Appel, Esq.

PPaul Appel PC

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“Their proactive approach saved us from a $19K banking error. That’s the kind of diligence you don’t find everywhere.”

Erin Garmont, 

Woodrows Management LLC

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“Salim challenged me to rethink my tax and pricing strategy—and it’s changed my bottom line. A real partner.”

Michael Bellina

Migman Media LLC

Let’s Create Your Tax-Saving Game Plan 

Every dollar you save is fuel for growth, security, and freedom. Let’s make sure you’re not leaving money on the table. 



Schedule Your Free Strategy Call

Let’s Create Your Tax Saving Game Plan

Let’s talk about how we can reduce your taxes—this year and every year.

Schedule Your Free Strategy Call