top of page

Tax Planning

Reducing the amount you owe

Popular
Recipes

Tax Advisory Services at T&V: Maximize Your Tax Savings with Expert Guidance

​

At T&V (Tehrani & Velez, LLP), we understand that the tax code can feel overwhelming but also full of opportunities. That’s where we come in. Our Tax Advisory Services (TAS) are built to help you navigate and leverage the tax code in ways that align with your short-term and long-term goals. Whether you’re a business owner, real estate investor, or looking to optimize your finances, our tailored services ensure you’re making the smartest decisions for your financial future.

Our comprehensive TAS offerings are divided into four main categories:

  1. Tax Planning – A customized, big-picture approach to saving you money.

  2. Tax Strategies – Focused, actionable steps for specific tax benefits.

  3. Tax Projections – Accurate forecasting to avoid surprises and plan.

  4. TAS Tracker – Ongoing implementation and monitoring to keep you on track.

Below, we’ll explore these services in greater detail, breaking down the value they bring and how they can be applied to your unique situation.

What Is Tax Planning?

At T&V, we believe that tax planning is more than just reducing your tax bill—it’s about aligning your financial strategy with your life goals. Our tax planning process starts with an intake survey, where we assess your financial priorities, goals, and the level of complexity you’d like in your plan. Whether you’re planning for business expansion, growing your real estate portfolio, or securing your family’s legacy, we create a roadmap designed to maximize your tax savings.

Once we gather your information—tax returns, accounting data, and projections—we categorize your financial activities into three key areas:

1. Business Activities

Business tax planning is where the most opportunities lie. The tax code is structured to reward businesses, and we help you uncover those incentives. From entity structuring to timing and accounting methods, we focus on:

  • Structuring your entity or transactions for tax efficiency.

  • Maximizing deductions, including special incentives like Section 199A (Qualified Business Income).

  • Leveraging tax credits such as research and development credits.

  • Planning for exits or successions to minimize tax impacts.

​​

2. Real Estate Investments

Real estate offers unique tax-saving opportunities, especially for rental properties.

Here, we focus on:​ 

  • 1031 Like-Kind Exchanges to defer capital gains taxes.

  • Accelerated depreciation through cost segregation studies.

  • Overcoming passive activity loss limitations with strategic income generators.

 

3. Individual Tax Situations

Personal tax planning may include managing income taxes, minimizing estate taxes, or planning Roth IRA conversions. Our goal is to optimize your financial health while ensuring compliance with tax laws. 

We break tax planning into manageable steps, educating you about strategy effectiveness, cash flow requirements, and prioritization. Whether you need a multi-year roadmap or a short-term plan, we tailor everything to meet your needs.

Statistic calculating

Tax Strategies: Actionable, Targeted Solutions
While comprehensive tax planning is ideal, sometimes you need specific, quick wins. That’s where our Tax Strategies service comes in. This option lets us cherry-pick the best strategies that fit your immediate needs. Whether it’s a cost segregation study for a real estate property or applying for the R&D tax credit, we help you implement impactful solutions without a full discovery process.
This service is perfect for clients who:

  • Have specific strategies in mind that they’d like to explore.

  • Need quick implementation without the broader scope of a full tax plan.

Tax Projections: Stay Ahead of the Curve

Tax projections are a vital part of staying compliant and avoiding surprises. Our team works with you to forecast your tax obligations based on last year’s returns and anticipated changes in your business or personal income.

Here’s what tax projections can do for you:

  • Help you calculate accurate quarterly tax payments.

  • Avoid penalties by meeting safe harbor rules.

  • Prevent cash flow surprises, especially for growing businesses.

  • Spark meaningful tax planning conversations.

By planning ahead, you not only stay compliant but also position yourself to take advantage of additional tax-saving opportunities.

TAS Tracker: Keeping You Accountable and Organized

Our TAS Tracker Implementation service brings all the moving parts together into one seamless system. Tax planning is not just about creating strategies—it’s about ensuring they’re implemented and monitored effectively. TAS Tracker does just that by tracking:

  • Action Items – Assigning responsibilities and timelines for strategy execution.

  • Estimated Tax Payments – Keeping you on schedule and penalty-free.

  • Compliance Items – Ensuring your business filings, like BOIR or Statement of Information, are always current.

  • Informational Updates – Keeping you informed about tax code changes and future opportunities.

  • This service acts as a central hub for all your tax planning needs, keeping you and any third parties accountable while ensuring nothing falls through the cracks.

bottom of page