AccountingTax PlanningTax PreparationTax Resolution

Our Tax Planning Strategies Help Business Owners Save
$20,000–$30,000+ in Taxes Every Year.

We uncover tax saving opportunities your CPA may have missed, fix your LLC’s structure, maximize legal deductions, and work with you year round, not just at tax time.

Talk to a CPA - 15 Min Free Evaluation Calculate your tax savings (free)

5.0/5.0 on Google Reviews (12 reviews)

Team of Experts

Client Focused

Technology driven

Dallas, TX

$24K+

Average Annual Savings

CPA

Led

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

Full-Service Tax & Accounting

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

Tax Planning

Year-round strategy to shrink your tax bill.

Tax Preparation

Returns that capture every legitimate deduction.

Accounting & Payroll

Clean books, QuickBooks, and payroll done right.

Business Formation

Entity selection and S-Corp setup, done right.

Tax Resolution

IRS negotiation, back taxes, and penalty relief.

Our Tax Saving Strategies

Ways to Reduce Your Next Tax Bill

Entity Optimization

Make sure your business is structured in a tax-efficient way.

Deduction Optimization

Identify legitimate deductions you're entitled to but may be missing.

Accountable Plans & Reimbursements

Structure business reimbursements properly to maximize available tax benefits.

Owner Compensation Strategy

Optimize the way you pay yourself through salary, distributions, and benefits.

Retirement & Benefit Planning

Use retirement plans, health benefits, and other strategies to reduce taxes while building wealth.

Family Employment Strategies

When appropriate, structure legitimate family employment opportunities tax-efficiently.

Asset & Depreciation Planning

Strategically plan equipment, vehicle, and other business asset purchases.

Advanced Tax Strategies

Evaluate opportunities such as the Augusta Rule, real estate strategies, charitable planning, and applicable tax credits.

How It Works

Your Year-Round Tax Partner

Plan

Free Strategy Call

A 30-minute call to find real tax-saving opportunities.

Plan

Personalized Tax Strategy

$2,500

A custom blueprint built for your business.

Implement

Accounting & Implementation

$350–$750 / mo

We run your strategy all year.

File & Protect

Tax Preparation

$750+ / $850+

CPA-reviewed returns that reflect the strategy.

Also included

Payroll setup$0

Year-round implementation$0

IRS notice support$0

CPA advice$0

See the full process

Side by Side

Tax Square vs. a Typical CPA

Typical CPA

Tax Square

Proactive planning

Year-round support

Entity structure optimization

Avg. annual savings

$20K–$30K

IRS notices

$200/hr–$500/hr

Included

Response time

3–5 days

Same day

Comparison reflects typical compliance-only preparers. Savings vary by income, entity structure, and individual situation.

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, CPA

Tax Strategist

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

Shafen Khan

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

Take the Next Step

Don't Overpay the IRS Another $20K–$30K This Year

Schedule your free Tax Savings Analysis and discover the strategies you're currently missing. Most clients find 4-7 opportunities in the first 30 minutes.

Calculate Your Tax Savings (Free)Book Free Consultation