Integrated Tax & Advisory Services for Real Estate and Construction
Our Services
Our Expertise
We offer a wide range of services to meet your tax filling needs
Tax Planning and Strategy
Minimize tax liabilities with custom strategies for your portfolio.Optimize depreciation, deductions, and credits.
Tax Preparation and Compliance
Tax planning and tax preparation for individuals, partnerships, S-Corp, C-Corp, LLCs. Ensure accurate filings for federal, state, and local taxes. Avoid costly penalties and audits with our meticulous review process.
We can assist with addressing your tax issues. This can include any IRS taxpayer correspondence or an IRS audit.
Comprehensive Tax Resolution Services Tailored to Your Needs
Unfiled returns, IRS audit reprsentation, Offers in Compromise, Penalty Abatement, Innocent Spouse, Injured Spouse Relief
Business Accounting
We offer a variety of small business accounting services.
Cost Segregation Studies
Accelerate depreciation to increase cash flow.
Maximize tax benefits for your properties.
1031 Exchange Advisory
Defer capital gains taxes with confidence.
Navigate complex regulations with our expert guidance.
Comprehensive Accounting and Tax Services for Individuals and Businesses
We take a fresh and innovative approach to providing tax and accounting services to help businesses manage their financials. With our expertise and cutting-edge methodologies, we strive to deliver exceptional results for our clients.
We are here to support your business's success
Together, we provide both technical knowledge and practical, real-world guidance to help clients succeed in a complex tax environment.
Comprehensive Services
We don’t just prepare tax returns—we deliver strategies that strengthen your financial foundation and position you for growth.
Real Estate Tax Strategies — 1031 exchanges, cost segregation studies, real estate professional status (REPS), energy credits (179D/45L), entity capitalization, and estate transfers.
Construction & Contractor Advisory — WIP reporting, ratio analysis, compliance, and tax planning tailored for contractors.
Family & Investor Solutions — income tax, partnerships, trusts, estates, and generational wealth strategies.
From tax compliance to strategic planning, our solutions are designed to minimize taxes, strengthen financials, and build long-term wealth.
Client-Centric Approach
Every client’s situation is unique. Many of our clients—whether investors, contractors, or family business owners—don’t have an in-house accounting team. That’s where we step in.
We bridge the gap between day-to-day bookkeeping and high-level tax planning, providing clarity, proactive guidance, and actionable strategies.
Get Started for Free Today!
Have questions about how Strategic Planning Advisors LLC can help you achieve your goals?
Reach out today.
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
Menu
Links
Disclaimer:
Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services.
Information provided on this site is for educational purposes only and does not constitute formal tax, legal, or investment advice. Please consult your advisor before making financial decisions.
© 2025. Strategic Planning Advisors LLC. All rights reserved.