Tax Planning Year-Round, Because Surprises in Business Aren’t Always Fun

Throughout the year, we meet with clients for tax planning and strategize ways to minimize tax liability. We monitor financial statements throughout the year to make sure officer salaries are reasonable and maximize profit sharing. We start tax prep and planning strategies in the fall to make the best decisions for minimizing tax liabilities and consequences.

Part of the strategy includes asking questions like"

  • Do you need equipment?
  • Are you in a position to hire or need to downsize?

No one can predict the future, but we can all benefit from planning for it. Essentially, we work year-round to help our clients prepare for their tax liabilities.  Tax & Financial Strategists, LLC combines expertise and experience with a gained understanding of your business to help you manage your business plan and spending through significant changes like company mergers or just getting through the year. Forecasting for the future is imperative to your company's success, so we make it a point to keep current with market trends and updates so that your business can be prepared for what is to come.

Other Businesses Services

Whether you’re looking to buy or grow a new or existing company or are looking to sell your company, Tax & Financial Strategists’ tax professionals will work with you during set-up, restructuring, and tax planning and preparation. Learn more about each of our tax services for businesses by following the links below.

Acquisitions & Business Valuation
Entity Set-up, Selection, and Restructuring
Tax Preparation Services for Businesses

“Tom Wanderon has been my accountant for more than forty years. During that time he has counseled me on everything from personal and company tax returns to mergers and acquisitions. Whatever success I have had in business, Tom has played an important role as my financial advisor.”

Clark Jensen, Owner – Hickory Holdings

“Tax and Financial Strategists, LLC has been instrumental in helping us establish our business. All of our matters and concerns are met with the highest degree of professionalism and always in a timely manner. Our tax strategist, Lyn Schantz, collaborates with us to fully understand the unique aspects of our business and our income tax needs. Lyn helps to significantly reduce the tremendous burden tax preparation can be and we wouldn’t be where we are today without her expertise and guidance!”

Carrie Doxsee, Owner – Doxsee Seafood Inc.

“I have been using Tax & Financial Strategists for over 25 years. I am always impressed with their kindness and professionalism. The entire office is very helpful from the minute they answer the phone. Lisa is the best! She is always there for me and able to answer my questions.”

Marcia Smith

“I have been using Tax & Financial Strategists for all of my accounting needs personally & professionally for the past 12+ years and Lyn and her staff are remarkable. They provide great service and their efforts are unmatched. I highly recommend them.”

Mario Doria, Owner – Vanderbilt Insurance

“Lisa Zahorian and her team have guided me through everything in terms of tax preparation and planning for the past 5 years. They take care of all of my bookkeeping so there are no surprises come tax time. Thank you!”

Kimberly Collins, Owner – Blue Tomato LLC

“Tax & Financial Strategists have been taking care of my personal and business taxes for 10 years. They also handle all of my bookkeeping. They are the BEST! I highly recommend them.”

Scott Janson, Owner – Scotty's Automotive Inc.