Difference 1
Reactive filing
Decisions made without tax context
Proactive planning
Strategy reviewed before major moves
High-Net-Worth Entrepreneurs, Contractors, and Real Estate Investors
Filing is not a strategy.
Keep more of your hard-earned money. We legally exploit the tax code to architect savings that flow straight to your bottom line.
- Year-round
- strategy
- EA-led
- advisory
- Proactive
- tax decisions
Built for the work ahead
Is Tax Planning Consulting Services right for you?
A focused fit review confirms whether Tax Planning Consulting Services matches your current needs and next decisions.
- The business is consistently profitable
- You make hiring, equipment, compensation, or investment decisions during the year
- Your entity or estimated payments need regular review
- You want implementation support, not a year-end list of ideas
The compliance trap
The cost of waiting until filing season
Once the tax year closes, many legal planning opportunities are no longer available.
Difference 2
Reactive filing
Deductions discovered after year-end
Proactive planning
Opportunities evaluated while action is possible
Difference 3
Reactive filing
Entity structure left on autopilot
Proactive planning
Structure reviewed as profit and operations change
Difference 4
Reactive filing
Estimated payments based on guesswork
Proactive planning
Forward-looking projections guide payments
How it works
A strategy that keeps pace with the business
A defined sequence keeps the work organized, visible, and connected to the decisions that follow.
- 1
Strategy audit
Step 1
Review the entity, income, prior returns, and current tax position.
- 2
Planning map
Step 2
Prioritize strategies and define implementation requirements.
- 3
Implementation
Ongoing
Coordinate elections, documentation, timing, and operating changes.
- 4
Quarterly review
Quarterly
Update projections and adjust the plan as the business changes.
What's included
Your year-round planning system
The core work and deliverables included with Tax Planning Consulting Services.
- Entity Optimization (S-Corp, LLC, C-Corp structuring)
- Cost Segregation & Real Estate Tax Strategy
- Executive Compensation & Retirement Structuring
- Quarterly Proactive Strategy Sessions
- R&D Tax Credit Utilization
- State & Local Tax Nexus Optimization
Desde $1,800
Your consultation confirms the appropriate scope before work begins.
Our approach
Results you can act on
“The most valuable tax decisions happen before the transaction, not after the return is prepared.”
Union National Tax Tax Planning Consulting Services methodology
Discuss your situationQuestions answered
Tax Planning Consulting Services FAQs
La preparación de impuestos estándar es reactiva: registra lo que ya sucedió en el año anterior. Nuestros servicios de consultoría de planificación fiscal son proactivos; nos reunimos con usted durante todo el año para implementar estrategias avanzadas...
Ready to make tax strategy a year-round advantage?
Never dread a tax bill again. Pay the legal minimum, guaranteed
Book a Strategy Audit