Accounting &
Tax Planning
Accounting and tax planning for business owners and legacies.
We provide strategic guidance in asset protection, IRS negotiation, tax strategy, and exit and estate planning—helping you reduce liabilities, protect what you’ve built, and prepare for what’s next.
Our Strategy
How
We Solve Problems®
Asset Protection
We analyze your current business structure and recommend alternatives that limit liability and protect personal assets. We coordinate with your legal team, ensure proper documentation, and monitor risk areas through regular financial reviews.
IRS Negotiation
If you’re dealing with IRS notices, audits, or back taxes, we act as your authorized representative. We review your records, respond directly to IRS agents, negotiate settlements or payment plans, and ensure you’re in compliance moving forward.
Tax Strategy and Preparation
We don’t just file—we plan. We review your past returns, evaluate deductions, optimize entity selection, and structure your income for tax efficiency. Then we prepare and file your returns accurately and on time, so you’re always in control.
Exit and Estate Planning
We work with you and your advisors to value your business, create succession plans, and model tax outcomes for a sale, transfer, or estate event. Our team prepares the financials, helps minimize tax burdens, and ensures the transition is smooth and well-documented.
Where We Make
The Greatest Impact
Keep More of What You Earn
We design tax strategies that go beyond basic compliance. By analyzing your business structure, income sources, and deductions, we help reduce your tax burden legally and efficiently—so more of your hard-earned money stays in your hands.
Avoid Surprises
Our year-round approach to tax planning means you’re never caught off guard. We proactively review your financials, estimate your tax exposure, and prepare you for what’s ahead—no last-minute scrambling, no unexpected bills.
Build with Confidence
Whether you’re expanding, restructuring, or planning for a sale, we give you clear, CPA-backed insights into the financial impact of each move. With solid planning in place, you can make decisions that support long-term growth and stability.
The Bankler Partners Difference
At Bankler Partners, every part of your accounting and tax planning is handled by a highly qualified CPA—not passed off to junior staff or outsourced teams. From strategy to execution, you’ll get direct access to experienced professionals who understand your business, anticipate challenges, and handle every detail with precision.
Frequently Asked Questions
How can a CPA help my family-owned business reduce tax liability?
Reducing tax liability isn’t just about year-end filing; it’s proactive tax planning. We analyze your business structure (LLC, S-Corp, or C-Corp) to ensure it’s the most tax-efficient for your specific goals. By identifying often-overlooked deductions, utilizing R&D tax credits, and implementing income-shifting strategies, we help keep more capital within the family business.
What is the difference between tax preparation and strategic tax planning?
Tax preparation is reactive—reporting what has already happened. Strategic tax planning is proactive; we look at where your business is headed and assist in planning for what’s next. This includes timing large capital expenditures, managing depreciation, and structuring transactions to minimize the impact of federal and state taxes.
What should I do if my business is facing an IRS audit?
First, do not panic, but do not go it alone. IRS representation by a qualified CPA is critical. We manage all communications with the IRS, ensuring your rights are protected and that the “financial side of the story” is told accurately. Our goal is to resolve IRS audits efficiently while minimizing potential penalties and interest.
How do you solve complex tax problems for business owners?
At Bankler Partners, “We Solve Problems®” is our guiding principle. Whether it’s unfiled returns, payroll tax issues, or disputed tax debts, we dig deep into the numbers to find creative, legal solutions. We can assist with Offers in Compromise, installment agreements, and penalty abatement to provide a path forward.
Our Work Speaks Volumes
Client Spotlight
Real stories, from real clients.
Now Accepting New Clients
Let’s Start the Conversation
Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.
