Strategic tax planning built around a multi-year plan, not a single filing.
A tax return records history. A tax plan changes it. We model your entity structure, compensation mix, timing of income and gains, and retirement vehicles across several years so that each December decision is made deliberately — and each April is simply the confirmation of work already done.
Strategic Tax Planning for clients with real complexity.
- Owners of S corporations, partnerships, and closely held C corporations
- Executives with equity compensation, RSUs, and concentrated positions
- High-net-worth families coordinating investment, estate, and charitable goals
- Real estate investors managing depreciation, 1031 exchanges, and passive loss rules
Entity and compensation modeling
We quantify the reasonable-salary and distribution mix that minimizes total federal, state, and payroll tax across the entity and the owner together.
Multi-year projections
Bracket management, loss harvesting, and gain timing modeled over a rolling three-to-five-year horizon rather than one filing season.
Quarterly estimate discipline
Estimates recalculated as your year develops, so you neither overfund the IRS nor face an April surprise with penalties.
Legislative monitoring
When federal or California law changes, we identify who on our roster is affected and reach out before the window closes.
How a strategic tax planning engagement runs.
Discovery
A private consultation covering your entities, income sources, prior returns, and where you want the business in five years.
Diagnostic
We review three years of returns and current-year books to quantify what has been left on the table and what exposure exists.
Strategy memo
A written plan with each strategy, its estimated savings, its authority, and its implementation deadline.
Implementation and review
We coordinate with your attorney and advisor to execute, then revisit each quarter as facts change.
What clients ask before engaging.
How is tax planning different from tax preparation?
Preparation reports what already happened. Planning changes the facts before year-end — entity elections, retirement contributions, asset purchases, and income timing — so that the return you eventually file reflects deliberate decisions.
When is the best time to start?
Any time, though the highest-value window runs from mid-year through November while elections and timing decisions are still open. Clients who engage in Q3 typically capture more than those who wait for filing season.
Do you work with clients outside California?
Yes. Selim Hanna, CPA holds licenses in California, Colorado, and Tennessee, and we handle federal and multi-state planning for clients across all 50 states.
Ready to work with a CPA firm that treats your finances like their own?
Schedule a complimentary consultation with Selim Hanna, CPA, and see how strategic advisory can protect and grow your business.