Tax Planning and Certified Tax Coach

Discover how to navigate the ever-changing tax landscape with confidence and intelligence.

Cornerstone CPA specializes in proactive tax planning techniques

We help you save money on taxes.

Cornerstone CPA specializes in proactive tax planning techniques for real estate investors, small business owners, entrepreneurs, and high-net-worth individuals.
We’ll show you how to take full advantage of the federal and state-level tax credits, deductions, and loopholes that will legally reduce your tax obligations so you pay less. Our methods, are legal, and ethical, and can save you thousands of dollars. Here’s what we’ll help you do:

The Intelligent Taxpayer

Join us as we delve into the complex world of taxes, demystifying the intricacies and empowering individuals like you to make informed financial decisions.

Our Process

We'll deliver the roadmap to tax reduction

Through our proven tax planning process, we will provide you with effective tax strategies and actionable steps to minimize your taxes and achieve your financial goals.

Meet your Tax Coach
Meet your Tax Coach

First, we’ll set up a convenient time to learn about you and your finances. We’ll ask you about your business, your current financial situation, and your long-term goals.

Complete a Tax Questionnaire
Complete a Tax Questionnaire

Next, you’ll complete a brief questionnaire to provide more detail about your investments and your business entities (S Corporation, LLC, Limited Partnership, etc.). We’ll also ask for copies of some of your past tax returns and any other information you can tell us about where your money goes.

Get Your Tax Strategy
Get Your Tax Strategy

Now we get to work! It typically takes about two weeks to create your tax strategy. During our process we’ll evaluate all of your information and consider a variety of techniques for reducing your taxable revenue and income. When your plan is complete we’ll lay it out in clear language and deliver it to you to review. We also schedule a follow-up call to answer any questions or concerns.

Put Your Tax Plan in Motion
Put Your Tax Plan in Motion

As a Certified Tax Coach, part of service includes help implementing your plan. We want you to see big tax savings as planned so we’ll provide the dependable financial guidance and advice you need to reduce your taxes, grow your wealth, and have continued success with your business.


Tax Planning

Cornerstone CPA specializes in tax planning for real estate investors, small business owners, entrepreneurs, and high-net-worth individuals. We help you save money on taxes by identifying special tax credits, uncovering hidden deductions, and leveraging little-known loopholes to reduce your tax obligations.

tax planning

Our tax planning process is comprehensive and tailored to your individual needs. We start by understanding your business and financial situation, and then we develop a customized plan to help you minimize your taxes. We also stay up-to-date on the latest tax laws and regulations, so you can be confident that your tax plan is always up-to-date.

We offer a variety of tax planning services, including:

  • Tax credit analysis
  • Deduction identification
  • Loophole exploration
  • Tax strategy development
  • Tax compliance support

We are committed to providing our clients with the best possible tax planning services. We are always available to answer your questions and provide you with guidance on how to save money on your taxes. We also offer a free consultation so you can learn more about our services and how we can help you.

Contact Cornerstone CPA today to learn more about our tax planning services and how we can help you save money on your taxes. We look forward to working with you!

How We're Different

When was the last time your CPA came to you with an idea on how to save you money on your taxes?

To reduce your tax burden, you need a qualified tax professional who can find tax savings beyond compliance.
We dig deep into the tax code for maximum savings.

The best tax strategies to maximize your savings


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