• Skip to primary navigation
  • Skip to main content

  • Home
  • Our Firm
    • Our Approach
    • Our Process
    • Our People
    • Testimonials
  • Industries
    • Agriculture – Farming
    • Contractors
    • Dealerships
    • Engineering
    • Healthcare
    • Manufacturing
    • Medical Staffing and Support
    • Oil and Gas Support
    • Restaurant and Food Services
    • Retail
    • Software – IT
    • Transportation
    • Wholesale – Distribution
  • Practice Areas
    • Accounting and Inventory Methodologies
    • Advanced Planning
    • Asset Protection
    • Business Structuring
    • Estate Planning
    • Executive Compensation
    • Nexus Studies
    • Succession Planning
    • Strategic Tax Planning
  • Valuation
    • Business Services
    • Exit Strategy
    • Individual Services
    • Quickbooks Services
    • Tax & Accounting Services
      • Accounting Methods
      • Record Retention
      • State & Local Tax (SALT)
      • Tax Preparation
      • Tax Problems
    • The Process
      • Business Valuation Purposes
      • Credibility
      • Don’t Bear “The Burden”
      • Industries
      • Knowledge is Power
      • Standard of Value
      • Valuation Issues and Trends
  • Publications
  • Contact Us
  • FAQ
    • FAQ Common Misconceptions
    • Get Your IRS File
  • Smart Vault

Our Approach

It is collaborative.  Because Strategic Tax Planning examines several components concurrently, a team comprised of professionals with extensive education and experience  are engaged to examine a business owners’ position.  Based on area of expertise, each member conducts independent research in his/her area of expertise to outline recommendations to consider for the particular client.   This team then assembles to discuss recommendations in each area.    Because of the interrelation between the business owner and the business, and because of the relationships between different taxes, legal structure, industry, ownership, and employee census, some recommendations will overlap and decisions must be made jointly among the team as to what is optimal for the business owner.  The result of the collaborative effort of all the professionals is a synergistic plan which has considered all aspects of the business owner, including the business, retirement, estate planning wishes, succession wishes, and asset protection.

  • Our Firm
  • Industries
  • Practice Areas
  • Facebook
  • Twitter

Copyright © 2025 · TAVAS, LLC