Strategic year-round tax planning and expert preparation that minimizes your tax liability while keeping you 100% compliant.
Why?
They wait until tax season instead of planning year-round.
They miss valuable deductions and credits.
They don't optimize their entity structure.
They lack a proactive tax strategy.
Their accountant is reactive, not strategic.
The FIG Difference: We combine strategic tax planning throughout the year with expert preparation to minimize your tax burden legally and ethically.

Tax planning isn't something you do once a year, it's an ongoing strategy to minimize your tax liability and maximize your wealth.
Quarterly tax planning sessions.
Estimated tax payment calculations.
Entity structure optimization.
Deduction maximization strategies.
Tax law change updates and impact analysis.
Retirement account strategy (401k, IRA, SEP).
Equipment and asset purchase timing.
Income and expense timing strategies.
Multi-state tax planning.
Real estate tax strategies (1031 exchanges, cost segregation).
Result: Pay the minimum legal amount of taxes with complete confidence.

C-Corporation (Form 1120).
S-Corporation (Form 1120S).
Partnership (Form 1065).
Sole Proprietor/LLC (Schedule C).
Multi-member LLC.
Non-profit (Form 990).

Personal returns (Form 1040).
High-income earner strategies.
Multi-state returns.
Investment income reporting.
Rental property income.
Self-employment tax optimization.

Amended returns (1040X).
Extension filing.
Prior year returns.
State and local tax returns.
Sales tax returns.
Quarterly estimated payments.
Reduce business taxes through strategic planning, entity optimization, and deduction maximization.
Sophisticated strategies for W-2 employees earning $200K+ annually.
Specialized planning for rental properties, flips, 1031 exchanges, and cost segregation.
Optimize self-employment tax and maximize home office, vehicle, and business deductions.
Navigate complex multi-state tax requirements and nexus issues.
If you feel like you're paying too much in taxes, you probably are. Let's fix that.
Are you set up as the right entity type? We analyze if an S-Corp, C-Corp, LLC, or partnership minimizes your taxes.
Strategic timing of income recognition and expense deductions to minimize tax liability in high-income years.
Maximize tax-deferred savings through 401(k)s, SEP-IRAs, defined benefit plans, and cash balance plans.
Leverage Section 179, bonus depreciation, and strategic purchase timing for maximum deductions.
1031 exchanges, cost segregation studies, rental property optimization, and real estate professional status.
Hire family members strategically to shift income and reduce overall tax burden.
Calculate and optimize quarterly payments to avoid penalties while maximizing cash flow.
Minimize tax exposure in multiple states through proper sourcing, apportionment, and planning.
Maximize deductions through strategic charitable contributions, donor-advised funds, and qualified distributions.
Q1 (Jan-Mar): Year-End Review
Prepare and file prior year returns
Review year-end results
Develop current year strategy
Q2 (Apr-Jun): Mid-Year Check-In
Review Q1 financials
Adjust estimated payments
Identify planning opportunities
Q3 (Jul-Sep): Strategy Refinement
Analyze year-to-date performance
Project year-end tax liability
Implement mid-year strategies
Q4 (Oct-Dec): Year-End Execution
Finalize year-end tax moves
Execute equipment purchases
Make retirement contributions
Prepare for tax season
Now! The best time for tax planning is before the year starts, but we can implement strategies anytime during the year.
Tax preparation looks backward (reporting what happened). Tax planning looks forward (strategizing to minimize future taxes).
Yes! If you're audited, we provide full IRS representation and support (see our IRS Resolution services).
Absolutely. We prepare prior year returns and amended returns regularly.
Yes, we handle all 50 states.
Most clients save 2-5x our fee in tax reductions, but results vary based on your situation.
We can work alongside your CPA for planning or become your primary tax advisor.
Clean books = accurate tax returns and better planning.
Combine tax strategy with overall financial planning.
Already have a tax problem? We can help.