Tax Planning & Advisory

Build Wealth with Better Tax Decisions

Tampa tax accountant Arlesha Battle working on S-corp tax strategy for business owner

As a former IRS Revenue Agent, we approach tax planning differently.

We don’t start with strategies. We start with:

  • Your actual financial data

  • Your entity structure

  • Your income sources

  • Your goals

  • The tax law that applies to you

Then we build a plan that:

  • Minimizes tax legally

  • Holds up under audit

  • Prevents future issues

Because a strategy only works if it can be defended.

Work With Us

How We Plan

  • If there are compliance issues, inaccurate books, or prior-year problems we address those first.

  • Accurate bookkeeping and reporting so decisions are based on real numbers.

  • We evaluate:

    • Entity structure (S-Corp, partnership, etc.)

    • Compensation strategy

    • Deductions and timing

    • Multi-state exposure

    • Investment and pass-through income

  • We don’t just recommend, we help you execute.

  • Tax planning isn’t once a year. We monitor throughout the year and adjust as your situation changes.

What Success Looks Like

You make decisions with confidence because you know the tax impact before you act:

✓ A projected tax bill before year-end

✓ A strategy for major purchases and investments

✓ The right entity structure

✓ Estimated taxes that are based on real numbers

✓ A tax strategy that evolves as your business grows

Who This Is For

This Is a Fit If You:

  • Own an S-Corporation or partnership

  • Earn income through multiple entities or investments

  • Expect six- or seven-figure income

  • Want proactive tax planning throughout the year

  • Need strategies that are supported by tax law

  • Want your CPA involved before major financial decisions

This Is NOT a Fit If You:

  • Want aggressive write-offs without documentation

  • Only want to meet once a year

  • Want someone to “make taxes disappear”

  • Aren’t willing to maintain accurate books

Planning Works Best When It’s Ongoing

The most effective tax strategies come from:

  • Clean books

  • Ongoing monitoring

  • And proactive decision-making

The best tax strategies aren't built in March. They're built through decisions made all year long.

A silver metallic pen resting on a blank white paper surface.

Common Planning Areas

Planning May Include

• Entity structure evaluations

• Reasonable compensation planning

• Retirement contribution strategies

• Accountable plans

• Employee benefit planning

• Partnership guaranteed payments

• Cost segregation coordination

• Multi-state tax planning

• Charitable giving strategies

• Estimated tax planning

• Real estate investments

ABOUT

AB Accounting Group is a boutique CPA firm specializing in tax planning, tax resolution, and accounting for S-Corporations, partnerships, investors, athletes, and high-income individuals. As a former IRS Revenue Agent, we build tax strategies grounded in documentation, compliance, and tax law. Based in Tampa, Florida, we serve clients nationwide.