The Help You Need, Before Tax Time
Tax planning is one of the most powerful (and most misunderstood) tools for building wealth and reducing your tax burden. Done correctly, it’s not just a year-end checklist — it’s a proactive, year-round strategy. In fact, our clients have legally saved tens to hundreds of thousands of dollars each year with the right planning in place.
Our Focus
According to the U.S. government, every year American taxpayers overpay their taxes by $1 billion due to missed tax credit opportunities. This is our focus. We treat your taxes like our own, personally becoming involved to help you keep the money you earned by using our high-level knowledge of tax codes to help you plan strategies that might be totally missed otherwise.
Tax Planning for Law Firms and Physicians
Our tax planning approach is especially effective for high-income professionals like attorneys and physicians. Whether you’re managing multi-state law firm revenue or balancing income from a busy medical practice, we tailor our strategies to your unique situation — and make sure every decision is working for your bottom line.
Led by Kim Bey, the first Certified Tax Coach in Washington, D.C., our team belongs to elite tax strategist networks dedicated to legally lowering tax burdens for successful business owners. We don’t just prepare returns — we engineer outcomes.
Let’s create a custom plan that works as hard as you do.
Tax planning is not tax evasion. It’s not about loopholes, grey areas, or playing audit roulette. It’s about using the tax code as it was designed — legally and strategically — to your advantage. The IRS expects proactive tax planning. So should you.
At our firm, we don’t wait until the return is due to figure out what you owe. We work with you throughout the year to design and implement personalized strategies that help you:
- Reduce taxable income
- Optimize business structure
- Time deductions and income wisely
- Take advantage of credits and incentives
- Build long-term financial strength
Our approach also includes advanced tax strategies such as leveraging equipment leasing arrangements, real estate investments with cost segregation studies, and other proven tools that create meaningful tax savings while aligning with your long-term goals.
For more information, call us at (202) 483-0404 or fill out our online form.
As a Certified Tax Coach, Kim Bey is one of an elite group of 200 CPAs nationwide who seek to work proactively instead of reactively. They view taxes as a challenge to embrace, not a headache to avoid. Because their approach differs so drastically from many CPAs, tax planning isn’t widely known to the broad population yet.
Often, accountants can be only compliance-oriented, focused on historical data rather than creating proactive strategies. Tax planning requires an in-depth knowledge of tax codes, including recent changes and legal interpretations from recent judicial decisions. As a Certified Tax Coach, Kim has access to a nationwide network of tax researchers. These provide her with current information on any number of extremely niche tax issues, enabling her to accurately address any situation that comes up.
Additionally, rather than simply attending a yearly convention for continuing education, Kim stays on top of it constantly throughout the year with regular case studies and and tax updates.
Knowledge is power and when you really understand the tax code you’re able to help people determine their own fate, structuring their life to greatly lower their tax liability.
And that’s the whole goal of tax planning: to put you in the driver’s seat.
Get Started with Our Expert Accounting Solutions Today
Lessen Your Tax Load
Get Started with Our Expert Accounting Solutions Today
From outsourced bookkeeping to advanced tax planning strategies, we do whatever it takes to help make your business succeed.