Integrated Tax & Advisory Services for Real Estate and Construction

Expertise and Services to Fit Your Needs

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Entrepreneurs & High-Net-Worth Clients

You need proactive tax and advisory guidance, not just compliance.

Entity Structuring and Estate Strategies

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Real Estate Investors

Syndicators, developers, REITs, and landlords. From entity structuring to exit planning, we’ve done it ourselves.

Cost Segregation, 1031s, REPS, STR Planning

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Construction Contractors

General contractors, subcontractors, and specialty trades. We understand job costing, retainage, cash flow crunches, and backlog risk.

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Contractors

Backlog, retainage, job costing, bonding compliance

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

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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.

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Have questions about how Strategic Planning Advisors LLC can help you achieve your goals?

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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.

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