Tax Planning
Your Blueprint for Smarter Returns
What Is Tax Planning?
Who Needs Tax Planning?
Individuals & Families
Life changes—marriage, a child, inheritance, side hustles—can shift your tax picture. Early planning ensures you tap every available break.
Small Businesses (Under $5M)
LLCs, S-Corps, Schedule C ops, and rental enterprises need quarterly estimates, equipment deductions, and entity-specific strategies.
Pass-Through Entities
Partnerships and S-Corps pass deductions through to owners—coordinate personal and business planning to avoid missed opportunities.
High-Net-Worth & Retirees
Estate, trust, and retirement-account moves have big tax ramifications. We help you shelter gains and optimize timing.
Growing Companies
Planning for expansions, equipment purchases, or M&A? We model tax impacts so you make decisions with full visibility.
Our Tax Planning Services
Individual Tax Planning
Timing investment sales, optimizing retirement-account moves, and leveraging education or home-office breaks.
Corporate Tax Planning
Entity-level strategies—choosing pass-through vs. C-Corp, structuring payroll, and credit harvesting.
Schedule C & E Support
Self-employment quarterly estimates, rental-property depreciation, and passive-activity loss management.
Foreign & International Income
Navigating PFICs, foreign-tax credits, and reporting under FATCA and FBAR.
Investment & Capital Gains
Timing stock sales, 1031 exchanges, and loss-harvesting to offset gains.
Retirement & Estate Planning
Roth conversions, trust distributions, and succession strategies to protect your legacy.
Inheritance & Succession
Structuring inheritances, gifting, and generational transitions to minimize gift and estate taxes.
Our Five-Step Planning Process
Benefits You’ll Feel Immediately
Know if you’ll owe—or get a refund—so you can budget (or celebrate) all year.
From R&D credits and Section 179 expensing on equipment to child-tax and energy breaks, we leave no deduction unturned.
Accurate projections prevent under-payment penalties and cash-flow shocks.
Documented strategies and proactive compliance slash audit risk—and stress.
Why TriLedger?
Zoraiz’s custom dashboards give you real-time visibility into how every decision affects your tax position.
Ahmed’s seven years in finance and our deep expertise across credits, deductions, and IRS rules translate into smarter strategies.
Safian’s U.S. Army-honed rigor means deadlines are met, details are spotless, and surprises are rare.
One predictable price for planning, projections, and quarterly check-ins—no hidden costs.
