Smart Tax Strategies to Reduce Liability & Plan with Confidence
Tax planning is more than filing a return — it’s about making informed decisions year-round. Our Tax Planning Services help individuals and business owners proactively reduce tax liability, avoid surprises, and create a strategy that supports long-term financial success.
How the Process Works
We provide a clear and strategic approach.
Step 1:
Book Your Appointment
Choose your preferred date and time using the calendar on this page.
Step 2:
Financial & Tax Review
We review your income, expenses, and prior tax history.
Step 3:
Strategy Development
We identify opportunities to reduce liability and improve tax efficiency.
Step 4:
Action Plan & Ongoing Support
You receive a clear plan and guidance to implement strategies throughout the year.
What This Service Includes
Proactive, year-round strategies to legally minimize your tax liability and preserve your wealth by leveraging available deductions, credits, and tax-advantaged accounts.
Personalized tax strategy based on income and goals
Review of current and prior-year tax returns
Guidance on deductions, credits, and tax-saving opportunities
Business and self-employment tax planning
Estimated tax payment planning
Estate and Gift Planning
Projections and Analysis
We help you plan ahead- not just react at tax time.
Book Your Slot here!
Why Choose Our Tax Planning Services
Effective tax planning requires expertise and foresight.
Personalized, goal-based tax strategies
Clear explanations without technical jargon
Experience with individuals and small businesses
Proactive planning - not last-minute filing
Ongoing support throughout the year
Providing guidance on the tax implications of major life changes such as marriage, divorce, having children, receiving an inheritance, or selling a major asset.
TESTIMONIALS
What others are saying
"We love it here! Star is fast and efficient. She goes over everything so you are able to know what your best options are financially and taught us how to save money."
- Lexi & Matt
"BEEN WITH STAR FOR 14 YEARS" Service here gets better and better each year! She helped with my college-age children as well. I love the service."
- Tosha
"Her place of business is like home! Star has been great to us for over 19 years. We can drop our documents off and know she will get us done on time. Very friendly and knowledgeable on tax breaks and laws."
- Pj and Tiff
FAQs
Your Guide to Stress-Free Taxes:
Common Questions Solved
Is tax planning the same as tax preparation?
No. Tax planning focuses on future strategies, while tax preparation is filing past returns.
When should I schedule tax planning?
Any time of year- especially before major financial changes.
Is this service for businesses only?
No. Individuals, self-employed professionals, and businesses can benefit.
Are virtual appointments available?
Yes, virtual appointments may be available upon request.
At Star Shonny Tax Prep,
We’re committed to making taxes simple, stress-free, and accurate. Whether you're filing personal or business taxes, we’ve got your back—because your peace of mind is our priority.
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