Expertise / Proactive Tax Planning
Your return tells a story.
Your strategy shapes what comes next.
Work with a tax strategy team that connects your income, business, real estate and family priorities with projections, opportunities and a plan for implementation.
When to start
Does this sound familiar?
- You file a return every year, but do not have a forward-looking tax plan
- Income or business activity is changing
- You are considering a property investment, business sale or transition
- A plan exists, but implementation needs attention
Service scope
Tax Planning & Strategies
- Tax projections and scenario analysis
- Entity and compensation planning
- Evaluation of applicable real estate, retirement and business strategies
- Implementation coordination and periodic monitoring
What you can expect
A defined engagement. Practical next steps.
A prioritized strategy roadmap, relevant projections, implementation responsibilities and review dates appropriate to the agreed scope.
We confirm scope, fees, timing and responsibilities before work begins.
Strategies to evaluate
The right strategy depends on your circumstances.
- Cost segregation
- Entity & compensation planning
- Retirement contribution planning
- Real estate tax planning
- Estimated tax & cash-flow projections
- Implementation & monitoring
Cost segregation may require a specialist engineering study. We evaluate eligibility, documentation, costs, timing and future implications before recommending a strategy.
Relevant experience
Led by Daysi Jacobson, Tax Strategist & Business Advisor, the DJA team connects tax preparation, proactive planning and implementation. We evaluate opportunities in the context of your goals, documentation, costs and ongoing responsibilities.
Meet the team →How we work
Discover
Understand your goals, priorities and important dates.
Diagnose
Review the situation and identify needs and dependencies.
Design
Agree the scope, priorities and responsibilities.
Implement
Carry out the agreed work and coordinate specialists where needed.
Monitor
Review progress and adjust next steps within the engagement.
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.