Business Planning

We help successful business owners like you and your families do three critical things with your wealth and your businesses:

KEEP MORE – a LOT more by reducing annual income tax.


SAVE MORE – optimize your retirement planning and business value for exit by legally avoiding higher than necessary capital gains taxes.


LEAVE MORE – optimize your estate so that your beneficiaries are not left with tax consequences on things like inherited IRAs.

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We help you create structures by which you pay as little in tax as legally, morally, and ethically possible and keep as much control of your wealth working for you to accomplish the goals and objectives that are unique and important to you and your family. On average, Tax Strategy Pro Clients reduce their annual tax liability by over 40%.  Click the audio file above to dispel some of the common MYTHS of Tax Planning.

How Can We Best Help You Right Now?

Income Tax & Estate Tax Reduction

I'm paying far more tax than I legally should be and need help to legally, morally and ethically pay less.
We Can Help

Tax Advantaged Retirement

I do think taxes will be higher in the future (not the same or lower) and so I need help.
We Can Help

Business Exit Planning

I'm too busy running my business to even think about an exit I definitely need help.
We Can Help

Why Choose Us?

Tax Reduction Pros


We have been designing and planning for businesses like yours for years.  We will design a plan that will align with your goals and objectives to help you reduce your overall tax burden. Through the years we have helped thousands of business owners pay less taxes by implementing legal, ethical and moral strategies.

Retirement Optimization


If you’ve accumulated a significant amount in tax deferred accounts such as IRA’s, 401(k)’s, 457’s, and 403(b)’s, you’re likely going to have a problem in retirement if tax rates increase.  These savings vehicles might not be the right fit for you the business owner but most accountants recommend them.  Most business owners are using the wrong strategies to plan for retirement.  Tax Strategy Pro’s Advanced team will not only help you get on the right path but allow you to utilize plans only available to business owners.

Business Exit Planning


Tax Strategy Pro helps business owners buy and sell about thirty million in assets each and every month. A vast majority of business owners have no clear succession or exit strategy and this leads to losing thirty percent or more to taxes. Do you know how you are going to exit your business? Have you calculated the capitol gains tax, Net Investment Income Tax, the depreciation recapture?  You should be doing this planning no later than five years before you pull this trigger.  Contact us for a free analysis of your taxes before you sign any sales documents.

maximizing exit revenue

Let’s See if we’re a good fit

Schedule Your Business Planning  call Today!

Click on the button to learn how much more you could expect to earn by having a well thought out plan and working with one of our advisors.

Don't take our word for it, read what our Clients have to say!

I was skeptical at first.  I had what I thought was a good CPA and Financial Advisor.  I have now worked with TSP for three seasons and I tell everyone who owns a business or has real estate investments, Call Matt at TSP and just do a Discovery Call.  You will learn more in the Discovery Call than hours on the internet or years with your CPA.”


I was working with a Tax Attorney who had someone in his office do my taxes.  I thought I was getting all the strategies.  Within fifteen minutes, Tax Strategy Team found a major mistake that was costing me $30,000 a year in taxes.  They helped me through the pandemic,  getting my business over $100,000 in Tax Credits.  I am now working with the Advance Planning department for my retirement and exiting my business. Never would have thought I would sell my business much less retire.  All thanks to a forty-five minute Discovery Call.

Mellisa-Real Estate Investor

​Here are some FAQ that might interest you

According to a 2018 Forbes Article, 93% of business owners are overpaying in taxes each year!

At Tax Strategy Pro we start with a very simple, non threatening Discovery Call.  It takes forty-five minutes and we can tell you if your are in the 93% or not.

73% of Business Owners think their current CPA is not getting it done!

This statistic is simply unfair for the CPA.  Most CPAs are trained in Tax Preparation and maybe cross trained in Life Insurance or Retirement Plans.