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 legal entities 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 Difference
At Bankler, 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.
Our Work Speaks Volumes
Client Spotlight
Real stories, from real clients.
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Let’s Start the Conversation
We’re ready to listen, understand your goals, and provide clarity. Schedule your consultation today to discover how Bankler Partners can support your business.
