tax-planning-services

Did You Know the Right Tax Planning Services Could Save $10K to $1M in Taxes This Year?

Our world class tax planning services are unmatched in the industry, helping you minimize your tax burden and increase your profits.

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Small Business Accountant Oceanside
Case Study

How We Helped a Business Grow & Exit for $1.7M

Does this sound like your
current tax situation?

I'm so TIRED of seeing all this money going to the IRS!!
But I see how "the rich" are protecting their assets.
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My accountant says "it's just how it is."
AND I KNOW there's something better we can be doing!

“Our tax planning services go far beyond what most accountants offer. As your seasoned tax strategist, we’re here to develop proactive strategies that maximize your savings, ensure full compliance, and help you achieve your long-term financial goals.”

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Trusted by Business Owners

 
Lauren Thompson | CEO

Rae Ost Accountants in Toronto
"Accountant Partners have been helping me file my taxes for the last several years, including my complex business taxes for a multi-state business. I'm extremely happy with their services and they have worked hard to find ways to save my money. I highly recommend them!"
 

Will Elroy | Business Owner
Jen Sietsma
"One of my business partners referred me to Accountant Partners a couple of years ago. They've been filing my business taxes as well as providing me with some financial growth and CFO services. They are a small team yet extremely knowledgeable on small business taxes. They were immediately able to identify ways for me to save money, via some deductions I hadn't been taking advantage of and some other general recommendations. I highly recommend them to any small business owner looking to take their business to the next level."
 
Georgine Correa | President

Jenna
"Doing my own business taxes was getting complicated, messy, and stressful. Mine became even more complicated during the pandemic and I was going crazy dealing with the IRS. Then I found Accountant Partners and they have been a tremendous help! Their CPAs are very personable and give high-quality service I haven't seen anywhere else. I highly recommend them for other struggling business owners!"

Your Financial Partners

With 27 years of experience, we specialize in best-in-class tax minimization strategies, personalized advisory, and technology-driven efficiency.

We formed Accountant Partners so business owners like yourself would receive partner-level value in accounting, reporting, and strategic advisory, providing real-time insights that help minimize your tax burden and maximize profitability.

Our holistic approach ensures quality-consistency, efficiency, and peace of mind communication, allowing you to focus on what you do best.

As your trusted partner, we aim to build a strong, long-lasting relationship to grow your business profitably and create a long lasting advantage towards continuous success.

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Allan Bayer | Accountant Partners
Partner

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Expert Small Business
Tax Planning Services

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Custom Action Plan

We’ll guide you through our unique client assessment process to fully understand your specific needs. Then, we’ll create a customized action plan to ensure all your accounting requirements are expertly handled.

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Reduced Tax Liability

Our tax planning strategies are designed to minimize your tax liability, so you can rest assured you’re not leaving any money on the table. You’ll keep more of your hard-earned income with our expert guidance.

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Proactive Planning

We don’t just focus on the present—our approach includes long-term financial planning that aligns with your future goals, helping you achieve lasting financial security and peace of mind.

We Strive for World Class Service

Call/Email Response Within 24 Hrs

Call/Email Response Within 24 Hrs

Schedule of Service Delivery

Schedule of Service Delivery

Upfront Fixed Fee

Upfront Fixed Fee

Small Business Experts

Small Business Experts

Multiple Points of Firm Contact

Multiple Points of Firm Contact

Proactive CPAs

Proactive CPAs

Constantly Innovating!

Constantly Innovating!

Three Reasons to Work With Us

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A Focus on Owner-Managers

Our practice is organized to serve private companies and their Owners. We offer exceptional service that is focused on increasing profitability, preserving wealth from tax and increasing your net worth.

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Proven Track Record

We’ve been consulting Business Owners for over 15 years. Small Business Accountant is dedicated to your success and treats your business as if it were our own.

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Expert Solutions to Your Problems

New problems arise every day for Business Owners. We offer Partner-level attention and implement tailored solutions to your tax, accounting, and other business problems.

Your Comprehensive
Tax Planning Services

Minimize Taxes

Tax Prep & Filing

Financial Planning

Maximize Savings

Claim All Deductions

Recordkeeping Setup

Year-Round Strategies

Withholding Guidance

Deferred Tax Planning

Pension Contributions

Tax-Exempt Investment Advice

Exit & Capital Gains

Retirement Planning

Switching Accountants Is Easier Than You Think

Switching accountants only seems like a major pain in the butt…
But in reality, it’s a brief communication with your current accountant:

“It’s time for a new direction. Please send my books over to Accountant Partners. Thank you for your service.”

Your accountant is professionally mandated to provide your books to whomever you request they go to. It’s really that easy.

We’ll Integrate with Your Cloud Accounting Software

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The Only CPA Firm with a Pricing Guarantee

Our pricing guarantee is simple: If we don’t quote you upfront for the work, we don’t expect you to pay. Whether that’s in our first engagement with you, or it’s in 20 years from now.

You’ll never receive an unpleasant surprise in our invoicing.

Our guarantee makes it a no-brainer to work with Accountant Partners – a small business accountant.

Book Your Free Consultation

If you’re looking to grow your business and willing to listen to new and better ideas, then we’re the trusted Small Business Accountant for you.

During our initial consultation, we’ll review your immediate needs and provide a course of action with a fixed-fee quote (no surprise bills here).

Book your free consultation now by calling 1 (844) 703-0880 or book online.

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