Tax Planning Services

We offer tax saving strategies and consultations through our tax planning service offerings. Work with Flatiron Advisors for proactive, year-round tax planning as part of your overall financial strategy.

Active tax planning is a critical strategy for tax minimization. Our process begins with a thorough review and understanding of your current tax and financial situation. We then discuss upcoming issues and changes and prepare a tax projection, sometimes projecting different scenarios. Then we make and discuss different tax savings strategies and help with the implementation when necessary.

Tax planning

How does tax planning help?

Our tax planning services include

  • Annual and multi-year tax projections
  • Tax alternatives and tax savings strategies
  • Choice of entity in tax planning
  • New tax law analysis and scenarios
  • Payroll and compensation planning
  • Real estate tax planning including like-kind exchanges
  • Alternative minimum tax planning


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