Tax Planning & Strategies
Understand your tax position, evaluate opportunities and turn your plan into action before important decisions are made.
Explore tax strategies →Our expertise
Precision in the details. Perspective for your future.
Tax strategy at the forefront, supported by preparation, accounting and compliance. Start with your goals; we will define the right service and scope.
Accounting & Financial Reporting
For business owners who need a dependable financial foundation, clearer reporting and fewer surprises.
Explore this service →Tax Preparation & Business Compliance
For individuals, families and businesses navigating U.S. tax filings and recurring compliance obligations.
Explore this service →Tax Resolution & IRS Representation
For individuals and businesses facing IRS notices, unresolved filings or collection concerns.
Explore this service →Financial Strategies & Education
For families and business owners looking to understand the financial implications of tax and business decisions.
Explore this service →Advanced Tax Planning & Strategy
A personalized review of your income, business, real estate and goals. We identify suitable strategies, estimate their impact and define a clear implementation path.
Cost Segregation & Real Estate Tax Planning
Evaluate whether a cost segregation study fits your property, tax position and ownership plans. We coordinate study findings with depreciation reporting and implementation.
Discuss this strategyS-Corporation & Entity Planning
Review entity tax treatment, elections and owner compensation together, including reasonable compensation requirements for S-corporations.
Discuss this strategyAccountable Plans & Business Reimbursements
Build a documented approach to reimbursing eligible business expenses, with clear policies, substantiation and ongoing records.
Discuss this strategyFamily Employment & Payroll Planning
Evaluate legitimate family roles, appropriate compensation, payroll obligations and documentation as part of your business tax plan.
Discuss this strategyRetirement Plan Design & Tax Coordination
Compare retirement plan options, including profit-sharing and defined-benefit plans where appropriate, with specialist coordination for plan design and administration.
Discuss this strategyCharitable Giving & Tax Planning
Connect your charitable goals with contribution timing, eligible organizations, deduction considerations and the records your tax return requires.
Discuss this strategyEach strategy is evaluated against your circumstances, eligibility, documentation and applicable tax rules.
Request a Personalized Tax Strategy AssessmentConnected expertise
Tax expertise. A wider business perspective.
For business strategy, partnerships, international expansion and nonprofit advisory, explore Alignment Global Partners. Accounting and tax work is scoped separately through DJA.
Explore Alignment Global Partners →Let’s begin
Let’s make your next decision clearer.
Tell us what you want to achieve. We’ll identify the right team and agree the scope before work begins.