AccountingTax PlanningTax PreparationTax Resolution

You Overpaid $22,000 in Taxes Last Year. This Year, We Stop That.

Proactive tax strategy for business owners earning $150K+. We find the deductions your CPA missed, restructure your entity to pay less, and keep working for you all year -- not just in April.

Calculate Your Tax Savings (Free)Or talk to a tax strategist -- 15 min, no cost

5.0/5.0 on Google Reviews (12 reviews)

12 Years of Experience

5,000+ Returns Filed

Plano, TX

$22K+

Average Annual Savings

5000+

Returns Filed

Years Experience

IRS Authorized e-File|QuickBooks Integrated|Gusto Payroll Partner|Circular 230 Compliant

Who We Serve

Is Tax Square Right For You?

We work best with business owners and professionals earning $150K+ who suspect they're overpaying but don't know where to start.

Business Owners

LLCs, S-Corps, partnerships earning $150K-$5M+ who want proactive tax strategy, not just compliance.

High-Income Professionals

Physicians, attorneys, consultants, and executives who need sophisticated tax planning beyond a standard return.

Real Estate Investors

Multi-property owners who need entity structuring, cost segregation, and 1031 exchange strategy.

Our Services

Six Ways We Legally Cut Your Tax Bill

From entity formation to tax strategy, we provide the full spectrum of accounting and tax services that growing businesses need.

Tax Planning

Proactive strategies that typically save business owners $15K-$40K annually in tax liability*

Year-round planning helps you stay ahead of tax law changes
Entity structure optimization (S-Corp, LLC, partnership analysis)
Advanced deduction strategies: Augusta Rule, home office, vehicle expenses, and more

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Tax Preparation

Thorough preparation that maximizes legitimate deductions while minimizing audit exposure

Comprehensive deduction analysis often identifies $5K-$15K+ in overlooked write-offs*
Income tax related notices handled at no additional cost
Federal and state returns prepared by experienced tax professionals

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Accounting & Bookkeeping

Professional bookkeeping that ensures accurate records, maximizes deductions, and provides financial clarity

Expert QuickBooks setup and optimization for proper expense categorization
Monthly reconciliation typically identifies $3K-$5K in deductible expenses*
Financial reports that reveal tax-saving opportunities and business insights

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Business Formation & Entity Optimization

Strategic entity selection and setup that can save $10K-$30K+ annually in taxes*

Comprehensive entity analysis: S-Corp, LLC, partnership, or sole proprietorship
S-Corp election often saves $15K-$25K yearly for businesses with $100K+ net income*
Complete formation: state registration, EIN, operating agreements, and compliance setup

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Payroll Setup & Optimization (Powered by Gusto)

Automated payroll processing with strategic salary optimization to minimize self-employment taxes

Strategic salary/distribution split for S-Corp owners (typically saves $8K-$22K annually)*
Automated tax calculations and filings to avoid penalties and interest
W-2/1099 preparation, direct deposit, and employee self-service portal

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Tax Resolution & IRS Negotiation

Expert representation to resolve tax debt and negotiate favorable outcomes with the IRS

Offer in Compromise: settle for pennies on the dollar when you qualify*
Payment plan negotiation and penalty abatement (we've eliminated $125K+ in penalties)
Stop wage garnishments, bank levies, and collection actions

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Our Process

How We Help You Save on Taxes

A proven 4-step process that has saved our clients an average of $22,000+ annually

Free Tax Savings Analysis

Start with our calculator or book a free 15-minute strategy call. We analyze your income, expenses, and business structure to identify immediate opportunities.

15 minutes

Discover your potential savings range

Custom Tax Strategy Blueprint

We create a personalized plan detailing every strategy that applies to your situation: entity optimization, retirement accounts, expense maximization, and advanced deductions.

3-5 business days

Clear roadmap with timeline and savings projections

Implementation & Setup

We handle the heavy lifting: forming entities, setting up payroll, implementing retirement plans, and ensuring proper documentation. You approve each step.

1-4 Weeks

Fully optimized tax structure in place

Ongoing Optimization & Support

Year-round monitoring for new opportunities, quarterly tax planning sessions, and proactive adjustments as tax laws change or your business grows.

Ongoing

Continuous savings and strategic guidance

Start Your Free Tax Analysis

No credit card required • 15-minute call • $0 upfront cost

Side-by-Side Comparison

Why Your Current CPA Costs You $15,000 a Year

(Without You Knowing It)

See exactly how strategic tax planning differs from standard compliance-only services

Feature

Compliance-Only Preparer

Compliance-Focused

Tax Square

Strategy-Focused

Primary FocusKEY

Tax compliance (filing returns correctly)

Tax strategy (minimizing what you owe legally)

Proactive Planning

Yes

Year-Round Support

Yes

Entity Structure Optimization

Rarely recommended

Core service - S-Corp, LLC analysis included

Average Annual Savings (for $150K+ income)KEY

$3,000 - $8,000

$15,000 - $40,000

Advanced Deduction Strategies

Standard deductions only

Cost segregation, R&D credits, etc.

Retirement Plan Optimization

Basic IRA/401(k) advice

Solo 401(k), SEP-IRA, Cash Balance Plan

Payroll Optimization for S-Corp Owners

Yes

Quarterly Tax Planning Sessions

Yes

IRS Notices

Extra fee ($200-$500/hour)

Included at no extra cost

Response Time

3-5 business days

Same or next business day

Bookkeeping & Monthly Reconciliation

Extra service ($300-$500/month)

Included in comprehensive packages

Primary FocusKEY

Compliance-Only Preparer

Tax compliance (filing returns correctly)

Tax Square

Tax strategy (minimizing what you owe legally)

Proactive Planning

Compliance-Only Preparer

Tax Square

Yes

Year-Round Support

Compliance-Only Preparer

Tax Square

Yes

Entity Structure Optimization

Compliance-Only Preparer

Rarely recommended

Tax Square

Core service - S-Corp, LLC analysis included

Average Annual Savings (for $150K+ income)KEY

Compliance-Only Preparer

$3,000 - $8,000

Tax Square

$15,000 - $40,000

Advanced Deduction Strategies

Compliance-Only Preparer

Standard deductions only

Tax Square

Cost segregation, R&D credits, etc.

Retirement Plan Optimization

Compliance-Only Preparer

Basic IRA/401(k) advice

Tax Square

Solo 401(k), SEP-IRA, Cash Balance Plan

Payroll Optimization for S-Corp Owners

Compliance-Only Preparer

Tax Square

Yes

Quarterly Tax Planning Sessions

Compliance-Only Preparer

Tax Square

Yes

IRS Notices

Compliance-Only Preparer

Extra fee ($200-$500/hour)

Tax Square

Included at no extra cost

Response Time

Compliance-Only Preparer

3-5 business days

Tax Square

Same or next business day

Bookkeeping & Monthly Reconciliation

Compliance-Only Preparer

Extra service ($300-$500/month)

Tax Square

Included in comprehensive packages

Ready to switch to strategic tax planning?

See your potential savings in under 5 minutes

Calculate Your Tax Savings (Free)

*Savings vary based on income, business structure, and individual circumstances. Figures represent average results from 100+ active clients with $150K+ annual income. We can work alongside your existing CPA or handle everything directly.

Many CPA firms offer strategic services. This comparison targets compliance-only preparers.

About Tax Square

Over $2 Million Saved for Business Owners

We've helped 100+ professionals and entrepreneurs keep an extra $22,000+ per year on average. Our approach is simple: find every legal strategy to minimize your tax bill, then implement it with thorough attention to detail. Comprehensive deduction analysis. Minimized audit exposure. Measurable results.

$2.4M+

Total Client Savings

5000+

Returns Filed

12 Years

Combined Experience

Custom Tax Roadmaps

A physician needs different strategies than a real estate investor or IT consultant. We analyze your specific situation and build a multi-year tax plan. Our clients typically implement 4-7 strategies in year one alone.

Local Plano Firm + National Strategies

We're your neighbors in Plano, but we leverage strategies from all 50 states. Augusta Rule in Georgia? Cost segregation for Texas real estate? We use every legal strategy from every state to minimize your federal tax bill.

ROI-Focused Pricing (6X Return Typical)

Our average client pays us $2,200-$4,500 annually and saves $22,000+ in taxes. That's a 5-10X return on investment. If we can't save you at least 10X our fee, we'll tell you upfront during the free consultation.

“Most CPAs are trained to keep you compliant, not to minimize your taxes. That's not their fault - it's how the industry works. We're different. We're the tax strategists you call when you want to pay the legal minimum, not a penny more.”

Mohsin Ali, Founder & Chief Tax Strategist

Watch: How We Help Clients Save Thousands

Results

Client Success Stories

Real results from business owners who discovered their hidden tax savings

I own two businesses and was frustrated with poor service and overpaying on taxes. Tax Square reviewed my returns, implemented proactive strategies, and delivered significant savings with a clear multi-year plan.

Brent Thompson

Owner @ Construction & Design Firm

Construction

I was filing as self-employed with high SE taxes. Tax Square restructured my entity and implemented monthly accounting management. Result: $21,000 tax reduction in 2024.

$21,000 Saved

Amanda J.

Marketing Consultant

Marketing

As an IT services owner, I had missed deductions and inefficient prior filings. Tax Square's proactive tax planning and optimized preparation turned my $23K tax bill into a $3K refund.

$26,000 Saved

Aaron Stransky

Owner @ Magic Unicorn

Technology

As a medical practice owner, I needed comprehensive tax support. Tax Square restructured my entity, implemented compliant payroll, and maximized my deductions including health insurance, Solo 401k, and home office.

$34,000 Saved

Dr. Tazeen

Owner @ Medical Practice

Healthcare

I had an inefficient entity structure for my IT firm. Tax Square's simple restructuring saved me $22,500 in year one. Now I'm continuing with their ongoing accounting and tax planning.

$22,500 Saved

Arshad Khan

Owner @ IT Firm

Technology

Our Team

Meet the People Behind Your Tax Savings

Tax planning specialists committed to maximizing your savings

Mohsin Ali

Founder & Tax Strategist

S-Corp conversions, entity optimization, and multi-year tax planning for business owners earning $150K+

Shafen Khan

Co-Founder & CTO

Technology infrastructure, AI-powered systems, and building the tools that keep Tax Square running efficiently

Haseeb-ur-Rahman

Operations Head

Tax preparation, bookkeeping accuracy, and ensuring every deduction is documented and audit-ready

FAQ

Frequently Asked Questions

Get answers to common tax planning questions

What tax services does Tax Square offer?

How much do tax planning services cost in Plano?

How does the QBI deduction work?

Take the Next Step

Don't Overpay the IRS Another $20K This Year

Schedule your free Tax Savings Analysis and discover the $15K-$40K in strategies you're currently missing. Most clients find 5-8 opportunities in the first 30 minutes.

Calculate Your Tax Savings (Free)Book Free Consultation

5,000+

Returns Filed

100%

Secure & Private

12+

Years Experience

100+

Active Clients

Over $2 Million Saved for Business Owners