Tax Planning & Advisory
Proactive strategies designed to help you keep more of what you earn.
Tax planning and advisory is a year-round CPA service that develops proactive strategies to reduce tax obligations legally. Monaco CPA provides quarterly estimated tax calculations, entity structure optimization (LLC vs. S-Corp), NJ BAIT election analysis, and multi-year tax projections starting at $500/year.
Tax planning isn't something that should happen only in April. Year-round proactive strategies help identify opportunities to reduce tax obligations legally.
Whether you're navigating a major life event, growing a business, or simply want to be more intentional with your finances, informed decisions made early prevent costly surprises.
Every client receives a personalized tax plan tailored to their unique situation - not a cookie-cutter approach.
What's Included
How It Works
Tax Situation Assessment
I review your current financial picture, goals, and upcoming life events or business changes.
Strategy Development
I develop a personalized tax plan with specific, actionable strategies for your situation.
Implementation Support
Execute the plan - whether that's adjusting withholdings, restructuring entity types, or timing income and deductions.
Ongoing Monitoring
Quarterly check-ins to review progress, adjust for changes, and help keep you on track.
Frequently Asked Questions
How is tax planning different from tax preparation?
Is tax planning only for high-income earners?
How often should I meet with my CPA for tax planning?
"5-star experience with Monaco CPA. Highly recommend."
Bhupendra S.
These testimonials reflect individual client experiences and do not guarantee similar outcomes. Results vary based on each client's specific facts and circumstances. No client was compensated for providing a review. Tax savings and outcomes depend on individual tax situations and are not typical of all client experiences.
Tax Tips & Insights from Greg Monaco, CPA
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Start your tax return or send a message to discuss how I can help.
Use of this website does not create a CPA-client relationship.
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. federal tax advice contained herein is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.