Tax Planning

Strategic Tax Review

A full review of your current tax position to find what you are missing, fix what is costing you, and build a forward-looking strategy that works.

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Florida Bar Member | LLM in Taxation | Serving All of Florida | Free Discovery Call

The Foundation

What Is a Strategic Tax Review?

A strategic tax review is a comprehensive analysis of your current tax situation across all the key variables: entity structure, income sources, deductions, elections, retirement contributions, and compliance gaps. Unlike a tax return, which looks backward at what already happened, a strategic tax review looks forward.

It answers the question every business owner should be asking: given where I am right now, what should I do differently going forward?

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Watch: What a Real Tax Strategy Looks Like

The Core Problem

Most Business Owners Have Never Had a Real Tax Strategy. Most CPAs Have Never Given Them One.

Filing a return and building a tax strategy are two completely different things. A return tells the IRS what happened. A strategy determines what should happen next.

Many business owners have worked with the same CPA for years and have never had a conversation about entity elections, income timing, compensation structure, or the long-term tax impact of how they are holding their assets. A strategic tax review starts that conversation and identifies exactly where the money is going and where it does not have to.

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Most tax savings come from decisions made before the year ends, not on the return

Entity elections, retirement plan selection, and income timing are planning decisions, not filing decisions

A strategic review identifies gaps in your current structure before they cost you more

We provide a written summary of findings and recommended actions

One review often pays for itself in the first year

What You Get

How We Help

Complete Tax Position Analysis

We review your entities, your returns for the past two to three years, your income sources, and your current elections to understand exactly where you stand.

Identified Savings Opportunities

We flag specific, actionable changes that would reduce your tax bill, from entity elections to retirement plan contributions to timing shifts.

Compliance Gap Review

We identify areas where your current structure may create compliance exposure and recommend corrections before the IRS does.

Written Summary of Findings

You receive a written summary of what we found, what we recommend, and the estimated impact of each recommendation.

Coordinated Implementation

If you decide to act on the recommendations, we handle the filings, elections, and amendments required to put the strategy in place.

Flat Fee, No Surprises

The strategic review is priced as a flat fee. You know the cost before we begin and what you will receive when we are done.

Natalia Ouellette-Grice, Tax Planning Attorney

Why LCO Law

Written Findings. Actionable Recommendations. Graduate-Level Tax Knowledge.

We do not give you a verbal rundown you have to remember. Every strategic review ends with written findings you can share with your CPA and act on with confidence.

We review multiple years of returns to identify patterns and missed opportunities
We coordinate with your CPA so any changes integrate cleanly with your annual filing
We provide written findings you can act on, not verbal suggestions you have to remember
We flag time-sensitive elections that need action before year end
LLM in Taxation means we bring graduate-level federal tax knowledge to every review

Common Questions

Strategic Tax Review FAQ

How is a strategic tax review different from what my CPA already does?

CPAs are primarily compliance professionals. They file accurate returns. A strategic tax review is a planning engagement: we look at your structure and ask whether it is the right one and what changes would save you money going forward. Most CPAs do not offer this as a separate service.

What do I need to provide for the review?

Typically your last two to three years of business and personal tax returns, your current entity documents, and a summary of your income and major expenses. We will tell you exactly what we need when we schedule.

How long does the review take?

Most strategic reviews are completed within two to three weeks of receiving your documents. We then schedule a meeting to walk through the findings.

Do I have to implement any of the recommendations?

No. The review is a deliverable in itself. You receive the findings and decide which, if any, actions you want to take. There is no obligation to hire us for implementation.

How often should I have a strategic tax review?

Annually is ideal, or whenever you have a significant change in your business: new revenue milestone, new entity, major asset purchase or sale, change in ownership, or a planned exit.

Ready to Get Started?

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Meet with our team to discuss your tax situation and find out what a strategic review would uncover for you. No pressure, no obligation.

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