An Actionable Road Map to Tax Savings

A little planning goes a long way! Our tax planning service provides a future-looking road map that helps you make decisions today that will reduce your tax liability in coming years. It's easy to get caught up in the day-to-day tasks of life without thinking about the impact on the future. Our team provides you with an easy-to-follow road map that will set the foundation for years of tax savings. 

How Tax Planning Works

  • We develop a personalized tax savings road map to help guide you through current tax decisions.
  • We look years ahead to make sure that the decisions you make today position you in the best way possible in future years.

Try Us Risk-Free

  • Free Consultation
    We'll discuss your specific tax planning needs to develop the best system for you or your business. 

Why others choose Tobin Patel as their Tax Planning Partner

  • Big-Firm Experience
    We've spent our professional careers at Big 4 and large corporate tax and consulting firms. We know what works and what doesn't . 
  • Small-Firm Cost and Client Experience
    Depending on your needs, our services start as low as $200/month. We don't charge absurd monthly fees for simple tax or bookkeeping tasks. And we'll never forget about you. We keep in touch regularly to make sure your tax and consulting needs are met. 
  • Transparent, Flat-Fee Pricing
    Depending on your needs, our services start as low as $200/month. When we quote a price, that's the price you'll pay. We don't take advantage of unclear or hourly-based pricing models. You'll have a clear understanding of your monthly fee and peace of mind knowing what you'll be charged each month.

Schedule Your Free Tax Planning Consultation

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Why You Should Work with our Tax Planning Experts

  • We eat, sleep, and breathe tax law and stay current on all new laws and regulations so you don't have to.