Tax Planning & Advisory Services
Year-round strategies to lower your tax bill, optimize entity structure, and avoid surprises at filing time.
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Tell us about your tax planning & advisory needs.
Year-round strategies to lower your tax bill, optimize entity structure, and avoid surprises at filing time.
Overview
What it is
Quarterly and annual tax planning sessions where we model your income, deductions, and entity structure to project — and reduce — your federal and state tax liability.
Who needs it
High-earning W-2 employees, business owners, real estate investors, equity-compensated employees, and anyone facing a major life or business event.
Key benefits
- Eliminate April surprises with quarterly projections
- Lower your effective tax rate with proactive moves
- Optimize retirement, HSA, and equity-comp decisions
- Get a written tax-plan you can act on
What's Included
Every engagement is fixed-fee. No surprises, no hourly billing.
- Quarterly tax projection and estimated-payment plan
- Entity structure review (Sole Prop vs. LLC vs. S-Corp)
- Retirement plan strategy (Solo 401(k), SEP, Defined Benefit)
- Equity comp planning (ISO, NSO, RSU, ESPP)
- Real estate, depreciation, and 1031 exchange guidance
- Roth conversion and tax-loss harvesting analysis
- Year-end tax-moves checklist tailored to your situation
- Unlimited email and scheduled phone access to your advisor
Why Choose PP NRI Advisory
Led by a Senior Tax Analyst with deep IRS and multi-state expertise across individual, business, and international filings.
Every return follows current IRS procedures, security standards, and documentation requirements — no shortcuts.
Authorized to prepare and e-file federal and state returns for clients in all 50 U.S. states and abroad.
Encrypted client portal for uploads, signatures, and delivery — your sensitive data is never sent through email.
Frequently Asked Questions
Schedule a Free Consultation
Speak directly with a tax professional about your tax planning & advisory needs. Get a clear plan and fixed-fee quote before you commit to anything.