Welcome to HT&A, LLC!! 📞706.662.8881

Strategic Tax Planning Services

Proactive tax planning services designed to help individuals and businesses evaluate financial decisions, improve long-term tax efficiency, and navigate tax-related matters with greater clarity and confidence.

Note: For services billed using our hourly rate, the following rates apply:

Accountant - $150/hr.
CPA - $300/hr.

How Our Tax Planning Process Works

Our process is structured to deliver clear, actionable strategies—not guesswork.

1. Schedule Your Consultation
Start by booking your tax planning consultation. This session allows us to evaluate your current situation and determine the right strategy.

Note: The consultation fee is applied toward your overall service.

2. Discovery & Strategy Discussion
We review your income, tax position, and upcoming changes while identifying opportunities to reduce your liability.

3. Strategic Analysis
We perform a detailed analysis, evaluate multiple scenarios, and develop a customized tax plan tailored to your goals.

4. Plan Review
We meet with you to walk through your strategy, explain the projected impact, and answer any questions.

5. Implementation
You will receive clear next steps to implement the recommended strategies. Additional support or follow-up services can be provided separately if needed.

Why This Matters?

Tax planning is proactive. The earlier we plan, the more opportunities we can capture!!

Common Planning Areas

Estimated tax planning
Business owner tax coordination
Entity structure considerations
Retirement planning considerations
Multi-state tax matters
Rental property and investment activity
Capital gains planning
Income timing considerations
Withholding evaluations
Growth and expansion planning
Restricted Stock Units

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Individual & Family Strategic Tax Planning

Designed for individuals and families seeking proactive tax guidance beyond standard tax preparation.

Best suited for:

W-2 employees
individuals with basic investment activity
families seeking proactive guidance
taxpayers with limited complexity

Services May Include:

review of prior-year tax return information
withholding and estimated tax evaluations
identification of basic tax-saving opportunities
retirement contribution considerations
education-related tax considerations
general tax planning recommendations

This package focuses on helping clients better understand their tax situation.

Designed for individuals and business owners seeking more proactive and strategic tax guidance related to growing income, business activity, investments, or multiple financial considerations.

Best suited for:

self-employed individuals
business owners
investors
individuals with multiple income sources
clients with moderate tax complexity

Services May Include:

review of current and prior-year tax positions
estimated tax planning
deduction and credit evaluations
retirement planning considerations
business deduction planning
entity structure discussions
income and withholding evaluations
proactive tax strategy recommendations

Designed for clients with complex financial, business, investment, or multi-entity considerations requiring deeper strategic analysis and ongoing coordination.

Best suited for:

multi-entity business owners
franchise owners
high-income taxpayers
real estate investors
clients with significant investment activity
clients requiring integrated business and individual tax coordination

Services May Include:

advanced multi-year tax strategy discussions
coordination of business and individual tax matters
entity restructuring evaluations
scenario modeling and tax impact analysis
real estate and investment tax strategy coordination
compensation and distribution planning considerations
long-term tax minimization strategy discussions
coordination with financial and legal professionals, as needed

Business Entity Tax Planning

For businesses with separate tax filings, including partnerships, S-Corps, C-Corps, and multi-member LLCs.

Designed for growing businesses seeking proactive tax planning and operational tax guidance beyond standard tax preparation.

Best suited for:

established small businesses
S corporations
partnerships
growing service-based businesses
businesses with increasing profitability
owners seeking proactive planning support

Services May Include:

estimated tax planning
business deduction evaluations
reasonable compensation considerations
retirement planning considerations
entity structure discussions
operational tax planning
cash flow and profitability discussions
proactive tax strategy recommendations

Designed for businesses with complex operational, ownership, or multi-entity considerations requiring deeper strategic analysis and ongoing coordination.

Best suited for: