Daperis CPA-CPA SERVICES
Tax Planning & Strategy
Smart Tax Moves, All Year Round
Big business decisions usually come with tax surprises. In fact, all financial transactions involve your taxes in one way or another. Before you make a move that might cost you later, let's talk. We use our experience to guide you toward the choices that make the most sense for your wallet and long-term goals.
Tax laws change constantly, so we stay on top of the new rules for you. We don't just react to tax season; we take proactive steps to protect your profits and keep your tax bill as low as possible.
A good tax strategy from your advisor involves:
- Income & expense timing: We time income recognition and expenses to improve cash flow and lower your annual tax bill.
- Tax projections before tax season: We model your liability mid-year so you know what's coming — and can act before December 31.
- Transaction-level analysis: Before you sign the lease, sell the asset, or hire the contractor — we run the tax math.
- Maximum legal deductions: We claim everything the code allows. Not aggressive — thorough.
- Retirement & Roth strategy: Traditional vs. Roth contributions, Roth conversions, backdoor and mega-backdoor Roth, RMD planning.
- Tax-loss harvesting & asset location: Coordinate your portfolio so the right investments live in the right accounts.
- Education planning: 529 accounts, AOTC, Lifetime Learning Credit, and how to layer them.
- Business-specific strategies: QBI optimization, entity structure analysis, reasonable S-Corp comp, Section 179 / bonus depreciation, PTE elections.
We pick the levers that fit your situation - not a generic checklist.
-CPA SERVICES
Tax Preparation & Compliance
Stay Compliant & Stress Free
Tax season shouldn't keep you up at night. Between the confusing forms and the constant "did I miss a deduction?" anxiety, it's a lot to take on by yourself.
Let us take that weight off your shoulders. We'll handle your personal and business returns with total accuracy — making sure you keep more of what you earn while staying 100% compliant with the IRS.
What we handle:
- Individual returns: Form 1040, Schedule C, Schedule E
- Business returns: LLC's, Partnerships & S-Corporations
- Multi-State Filings: For businesses operating across state lines
- Quarterly Estimates: Tax projections so you know what to pay and what to expect
- E-Filing: For faster refunds and confirmation tracking
A few places to start
If quarterly estimates are new to you, our guide to quarterly estimated taxes covers the safe-harbor math so you're never guessing. Every fall we publish a year-end tax planning checklist worth running through before December 31, and if you run a pass-through business, the QBI deduction is usually the single biggest lever we pull. Want to see what proactive planning actually catches? Here's a case study on catching a costly retirement account mistake before it compounded.
Let's find the right fit for your situation
Free strategy session — no obligations