Comprehensive Tax Planning

Keep More of the Money You’ve Earned

Are you paying more than your fair share in taxes? Reducing your tax burden requires being proactive & planning throughout the tax year.

Our Certified Tax Coach is a tax planning expert who work with small and medium-sized business owners and understands how you can reduce your taxes.

Being proactive & choosing the right strategies can reduce your taxes and provide long-term savings. Our experts will review your tax returns to identify deductions, credits, & strategies to maximize your savings. .

Plus, you will receive direct, focused attention and detailed communication from a Certified Tax Coach (who is also a CPA).

Want to learn more?

Are We a Good Fit for You?

We might be a good fit if:

  • You value high-quality work, excellent customer service, and want more one-on-one time with your CPA.
  • You are looking for a firm that is selective, and focuses more on the quality of relationships than the quantity of clients.
  • You earn at least $150,000 annually.

Kyle Beltle, CPA, CTC

Kyle leads the Tax Planning team at Kauffman CPA.

“Kauffman and his team members have been professional, prompt with communication, and helpful throughout the process of establishing a small business and working through tax processes. Working with Doug, I have felt confident that I’m getting good information from a trustworthy source. I would highly recommend Doug and his team.”

Rochelle Matthews Stoltzfus

Google review

How Tax Prep Is Different From Tax Planning

Tax Prep
Tax Planning
Goal
Goal
Compliance
Goal
Maximum Tax Savings
Preparation of quarterly estimated payments
Preparation of quarterly estimated payments
1
Preparation of quarterly estimated payments
Up to 4
Updated tax projection?
Updated tax projection?
Updated tax projection?
Updates to Initial Estimated Payments?
Updates to Initial Estimated Payments?
Updates to Initial Estimated Payments?
Access to Additional Tax Strategies in ITA Tax Planning Software?
Access to Additional Tax Strategies in ITA Tax Planning Software?
Access to Additional Tax Strategies in ITA Tax Planning Software?
Available for Phone Calls/Emails Outside of Tax Season?
Available for Phone Calls/Emails Outside of Tax Season?
Available for Phone Calls/Emails Outside of Tax Season?

What You Get as a Kauffman Tax Planning Client

  • Personalized service and tax strategies designed around your unique situation, not a cookie-cutter plan.
  • An annual meeting (organized and hosted by our team) with your wealth manager, estate planner, attorney, and other professionals on your advisory team.
  • Comprehensive review of all areas of your net worth to ensure everything is working in unison together.
  • Year-round concierge support from your personal CPA, including emails, phone calls, and video calls. Plus, we come to you for meetings.

See if we're a good fit for you.

Set up an initial meeting with Kyle.

FAQ

What is a Certified Tax Coach?

The Certified Tax Coach (CTC) credentials are offered by the American Institute of Certified Tax Planners (AICTP). To qualify an individual must already be a Certified Public Accountant (CPA) or Enrolled Agent (EA), and they must complete a comprehensive training that focuses on implementing long-term, high-impact, proactive tax planning strategies. Once licensed CTC’s are required to complete ongoing professional education each year on the latest proactive tax-savings strategies, and changes to the tax code. They also must adhere to the AICTP’s Code of Ethics which provides assurance that the strategies and ideas used are in compliance with the latest tax code changes and within the boundaries of the law.

Why should I choose a Certified Tax Coach to assist me with my tax planning?

Many tax preparers approach a tax return as a historical exercise. They take the numbers from the year, plug them in, and report that to the IRS. It is a reactive posture. We take a proactive posture. We start by thoroughly examining your business & personal tax returns to see which deductions, tax advantages, and credits you could take advantage of. We don’t just accept the return that was filed last year, we look for every savings you can actively and legally take advantage of so when you file your tax return you feel confident you are minimizing your tax liability as much as legally possible. We then follow that up with year-round proactive tax planning meetings to ensure that you can plan for & utilize every available legal loophole and savings opportunity available to you. If you are worried you are one of the many Americans overpaying the IRS and overlooking deductions year after year, then a Certified Tax Coach can help provide peace of mind.

Our Tax Planning Process

You will receive direct, focused attention and detailed communication from a Certified Tax Coach (who is also a CPA) throughout the year.

1

Learn About Your Business

We’ll review two years of tax returns and then host a discovery meeting (in person or virtual) to learn about you & your challenges. We then provide you with a no obligation quote showing you exactly how much you can save.

2

Create & Implement a Plan

We’ll work with you to create and implement a custom tax plan for your business.

3

Monitor, Meet, and Adjust

We’ll continue meeting with you on a regular basis, will prepare your tax return, and will continuously work to maximize your tax savings.

Explore Your Options

Contact us to schedule a free initial consultation and begin a conversation about how we help your business lower its tax burden.

Request a Consultation