Skip to main content
Contact Us

Strategic Tax Planning
With an Eye to the Future

We specialize in helping you not just plan for next tax season, but for the next two to three years.

Start Your Journey

Drive Better Tax Outcomes

We require all of our clients that own businesses or real estate to have a tax plan, because the cost of not having one is simply too high.
icon-1

Future-Focused Outlook

Strategy is our specialty. We build multi-year tax plans that give our clients an opportunity to act 2-3 years ahead of time.

icon-2

Unmatched Communication

We don't assume that you know everything about income tax. We ensure that our clients are educated on the actions they need to take to reduce their tax liability.

icon-3

Avoid Surprises in April

We require our clients to enroll in tax planning not only so they can reduce their tax liability,  but also so they can avoid surprises and improve cash flow planning.

The Compound Process

Infinity loop showing Compound’s process: Discover, Plan, Execute, Review, with a central hub labeled Compound & Expand.

The Result: A synchronized flywheel of insight and execution—all coordinated by one partner.

  • Discover
    & Diagnose
  • Integrate
    & Plan
  • Execute
    & Automate
  • Review
    & Optimize
  • Compound
    & Expand
  • Discover
    & Diagnose

    • Deep-dive intake on goals, entities, cash flow, risk, and lifestyle priorities.
    • AI-powered bookkeeping clean-up so we’re working from accurate, near-real-time data.

  • Integrate
    & Plan

    • One interdisciplinary team (tax, wealth, accounting) builds a single, multi-year plan.
    • Entity structuring, tax maps, investment policy, estate roadmap—all aligned on day one.

  • Execute
    & Automate

    • AI handles reconciliations, data pulls, and rule-based alerts; experts oversee and adjust.
    • 48-hour close target gives the leadership team “live” numbers for faster decisions.

  • Review
    & Optimize

    • Quarterly strategy checkpoints + always-on chat/video access.
    • Scenario modeling for new ventures, liquidity events, or family changes.

  • Compound
    & Expand

    • Savings roll into investments; investments generate new planning opportunities.
    • Trust & estate, philanthropy, and advanced strategies layer in as wealth scales.

icon-compoundapproach

Why Compound?

When it comes to tax planning, strategy and communication are everything.

We help you plan for your future 2-3 years in advance, and aren't just concerned about next April.

We understand that you likely aren't a tax expert. We ensure our clients don't receive a simple summary of the latest tax laws, but a tangible plan of action for reducing their liability.

The result? Better outcomes.

FAQs

At Compound, strategic tax planning means looking beyond the current year to design a multi‑year approach that aligns with your business and personal goals. We analyze your full financial picture, anticipate changes in tax law, and coordinate with your broader wealth strategy to help you make informed decisions today that create flexibility and efficiency for the future.

Compound engages in multi-year tax planning to ensure that our clients have solid plans for the future. Our clients work with our team to create a multi-year tax plan that is updated each year prior to tax season. The result? Our clients have no surprises around tax time, and have an opportunity to act 2-3 years ahead of time.

Because the best tax strategies aren’t built one year at a time. Multi‑year planning allows us to anticipate future income, investments, and life events — and structure decisions today with those in mind. This forward view helps smooth out tax liabilities, capture opportunities early, and avoid surprises when circumstances change.

We believe that tax planning is more complex than simply providing a client with an update on the latest tax laws. We help you understand your tax savings when you make certain business decisions, whether those be buying real estate, selling your business, buying equipment, or making accounting method changes.

Ready for Better Tax Planning?

Reach out to our team today to learn how you can take your tax planning to the next level with Compound.

Start Your Journey