Tax planning is a key component of ROI Financial Plans. Done right, tax planning actually creates opportunities for you to build wealth more effectively. Your ROI Plan will provide recommendations for reducing your tax burden, now and in the future, freeing up cash for other purposes. We’ll also detail strategies to use tax savings to reach financial freedom faster. With proactive, year-round guidance, we’ll help you keep more of what you earn and build the future you want.
of companies outsourced
tax planning in 2024
of small business owners think
their CPA could do more to reduce their taxes
of financial advisory firms
offer tax planning
Sources: BusinessDasher, DocuClipper, Cerulli
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Frequently asked questions about tax planning
Tax preparation looks backward, filing last year’s return as accurately as possible. Tax planning looks forward, proactively using deductions, credits, and strategies to reduce future tax liability and improve cash flow.
Not at all! Individuals, small business owners, and estates of all sizes can benefit from proactive planning. Even modest tax savings can make a big difference when compounded over time.
Tax planning can reduce your tax burden, improve cash flow, and free up resources to reinvest in your business. It also helps ensure that your business decisions—like hiring, expansion, or purchasing—align with the most tax-efficient strategies available.
One of the most underrated values of tax planning for small businesses is how much you can save by avoiding fines and penalties on estimated taxes.
At ROI Financial, our teams work together to integrate tax strategies with your overall financial plan. That way, every decision supports your larger goals.
It is recommended to review your tax plan at least once a year, ideally mid-year, so there’s still time to implement strategies. Many clients also schedule check-ins after major life or business events, such as selling property, expanding a business, or retirement planning.
Proactive planning often saves clients far more in taxes than they spend on services, while also reducing stress and giving confidence that opportunities aren’t being missed.
Proactive planning often saves clients far more in taxes than they spend on services, while also reducing stress and giving confidence that opportunities aren’t being missed.
Our advisors are credentialed professionals with experience in individual, estate, and business taxation. They stay current with changing tax laws to provide you with accurate, forward-looking strategies.