Strategic Tax Planning to Keep More of What You Earn

Gain clarity, confidence, and control over your taxes. We proactively optimize your tax strategies to fit your financial goals.

Schedule Your Tax Strategy Session

Talley Tax Solutions, a specialized division of Talley Financial, LLC.

A Proactive Approach for Real Tax Savings

At Talley Tax Solutions, we don’t just react to tax season—we proactively plan throughout the year. Our dual-licensed financial expertise allows us to see your full financial picture, ensuring each decision is tax-efficient, aligned with your financial strategy, and continuously optimized.

  • Proactive, Year-Round Strategy: Regular strategy sessions, not just annual filing.
  • Integrated Financial & Tax Expertise: Seamlessly aligns your tax strategy with your broader financial plan.
  • Tailored to Your Goals: Flexible strategies designed around your unique financial objectives.

Tax Strategies Built Around Your Goals

Business Owners & Entrepreneurs

Strategically optimize your business structure, deductions, retirement accounts, and distributions—maximizing profits and reducing taxes.

Learn more

Executives & Professionals

Advanced strategies for high-income earners to optimize compensation, retirement plans, and investment taxes—preserving more of your income.

Pre-Retirees & Retirees

Efficiently plan retirement income, reduce Social Security taxation, and protect wealth through strategic distributions and charitable giving.

Learn more

Your Strategic Tax Plan Includes:

Business Entity & Income Optimization

Clearly structure your business to maximize tax savings, optimize income distribution, and protect your profits.

Learn More

Strategic Deduction & Retirement Account Planning

Leverage retirement accounts and strategic deductions to effectively reduce your taxes and enhance your long-term savings.

Learn More

Integrated Tax & Financial Advice

Your tax strategy seamlessly coordinates with your broader financial plan, ensuring each decision is optimized.

Learn More

Multi-Year Tax Roadmap

Gain clarity through proactive, forward-looking strategies designed to continuously reduce your tax burden over multiple years.

Learn More

Your Partner for Strategic, Year-Round Tax Guidance

Proactive, Year-Round Guidance

Regular, continuous updates ensure you’re capturing tax-saving opportunities all year, not just at tax time.

Dual-Licensed Financial & Tax Expertise

As both a CFP® professional and an Enrolled Agent, David uniquely integrates proactive tax planning directly into your financial strategy—beyond the capabilities of typical financial advisors or tax preparers.

Fully Integrated Financial Strategies

Your tax strategy isn’t isolated—it’s strategically coordinated with your overall financial plan, ensuring every decision supports your broader goals.

How Strategic Tax Planning Transformed One Entrepreneur's Growth Trajectory

The Challenge

John, a successful local business owner, was consistently profitable but felt he was paying more in taxes than necessary. He realized that his previous strategy was too reactive, lacking integration between his personal and business financial goals.

What We Did

  • Optimized Business Expense Strategy: Conducted a detailed analysis of overlooked deductions and expenses, ensuring John wasn’t leaving valuable tax savings on the table.
  • Strategic Income Allocation: Adjusted how business income was structured—between salary, distributions, and profit-sharing—to substantially reduce unnecessary taxes.
  • Proactive Tax Projections: Implemented frequent tax projection meetings, offering clarity and actionable insights throughout the year, rather than reacting to tax bills after they occurred.

The Result

Significant tax reduction: effectively freeing capital for strategic reinvestment in business growth.

Enhanced Cash Flow Management: Improved clarity on tax obligations, allowing better forecasting and strategic reinvestment.

Sustainable Tax Efficiency: Established ongoing strategies for long-term financial benefits and consistent tax savings.

Frequently Asked Tax Planning Questions

  • What’s the difference between tax preparation and tax planning?

    Tax preparation looks backward, organizing and filing taxes based on past actions, while tax planning looks forward, strategically arranging your finances to minimize future tax liabilities.

  • How much income should I be making before tax planning becomes valuable?

    Tax planning can add value at nearly any income level, but becomes especially impactful once you surpass around $100,000 annually—particularly when your financial life becomes more complex.

  • Can tax planning really save me money, or is it just about deferring taxes?

    Strategic tax planning doesn’t just defer taxes—it identifies deductions, credits, and strategies you may not even know about, potentially reducing your lifetime tax bill substantially.

  • How often should my tax plan be reviewed or updated?

    Your tax plan should be reviewed at least annually, with adjustments throughout the year whenever there are significant changes in income, business structure, or tax laws.

  • Why can’t my CPA handle all of my tax planning needs?

    Most CPAs specialize in compliance and tax preparation—not strategic, forward-looking tax advice. Working with an EA or tax-focused financial planner ensures proactive, year-round tax strategies tailored to your broader financial situation.

  • Can tax planning significantly impact my retirement strategy?

    Absolutely. Effective tax planning can enhance retirement income by strategically managing withdrawals, leveraging tax-efficient investments, and optimizing Roth conversions to minimize lifetime taxes.

Take Charge of Your Tax Strategy

Proactive tax planning can transform your financial trajectory. Connect with us today to start optimizing your strategy.

Schedule Your Tax Strategy Session Today
Share by: