Strategic Tax Planning

Tax strategy doesn’t start in April—it starts now. We create custom plans to reduce your liability and increase financial efficiency.

Taxes are one of your largest recurring expenses—but with the right strategy, they don’t have to be. At Ajazi Tax, our Strategic Tax Planning service is designed to help you minimize your tax liability legally and proactively, not reactively.

We don’t wait for deadlines—we build strategies that work year-round. Whether you’re a high-earning individual, a growing small business, or managing multiple income sources, we take a detailed look at your financial picture and apply the tax code to your advantage. From income shifting to entity structuring, retirement contributions to real estate planning, we explore every legal avenue to help you keep more of what you earn.

We tailor every tax plan to your specific situation. That includes adjusting for your industry, state tax laws, risk tolerance, and short- and long-term financial goals. You’ll get not only a customized strategy, but clear, actionable steps to implement it—and ongoing support to adjust it as your situation evolves.

Tax laws are constantly changing. Our job is to stay ahead of them so you don’t have to. We’ll identify opportunities, anticipate risks, and help you make tax-efficient decisions around compensation, investments, deductions, and more.

What’s Included:

  • In-depth review of current and projected income, entity structure, and deductions

  • Customized strategies for minimizing federal and state tax exposure

  • Planning for estimated taxes, retirement contributions, and timing of income/expenses

  • Advice on asset purchases, compensation plans, and entity restructuring

  • Annual or quarterly check-ins to adjust your plan as needed

  • Ongoing access to your tax advisor for planning-related questions

Tax planning is part of your long-term financial growth—not just a once-a-year task.

  • Personalized Strategy

    Every service is tailored to your specific financial goals, not a one-size-fits-all solution.

  • Year-Round Support

    We work with you beyond tax season to ensure long-term savings and compliance.

  • Data-Driven Results

    Strategies that are backed by numbers; helping you make smarter financial decisions.