Strategic Tax Planning

Tax Savings Need Tax Planning

When it comes time to file your tax return, there are limited options at your disposal to reduce your taxes. When you're really looking to save significant tax dollars, you need to be executing on a tax planning strategy during the year. This is because much of what gets reported on the forms that go to the IRS is a record of the transaction that occurred during the year.

Unlike most CPA firms that just prepare tax returns and don't talk to their clients again until next year, we've assembled a comprehensive list of tax planning strategies that we actively work on with our clients to achieve unparalleled tax savings. If you're tired of feeling like you're giving away too much of your money to Uncle Sam, we're here to help.

Our Tax Planning Process

Step One

We'll gather all of your previous years tax returns, and your year-to-date paystubs and other relevant statements.

Step Two

We'll setup a meeting to go over everything and provide our recommendations.

Step Three

We'll help you implement the recommended strategies so you can begin reducing your taxes.

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Industries We Serve

While your business is unique, it's unlikely that you're in an industry we haven't served. Below are a few of the industries we have deep experience with.

Real Estate
Lisa R.
Suzi Drennen is the most knowledgeable, conscientious, and responsive CPA I have ever known—which is why I’ve stayed with her for more than 10 years. She is honest, has always gotten back to me quickly even at the height of tax season, and has saved me thousands of dollars over the years. The icing on the cake is that Suzi’s easy to work with and on top of that, a great person! She and her firm are tops!

Find Your Dark Horse CPA

When you work with Dark Horse, you're actually working with your very own Dark Horse CPA, instead of a rotating roster of staff like you get with the traditional CPA firm. Select a specialty below to get matched with the right CPA.


Because we're entirely cloud-based, we can work with you from anywhere. If you prefer to work with a local CPA, check out our quickly growing list of locations.

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Get a personable & experienced CPA who will partner with you to achieve unparalleled results.

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The Dark Horse Advisor's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Dark Horse Advisors, LLC, an Investment Advisor registered with the State of Nevada. Registration does not imply a certain level of skill or training. 

Certain Investment Adviser Representatives of Dark Horse Advisors, LLC are dually registered with DFPG Investments, LLC as Registered Representatives of the broker-dealer and Investment Adviser Representatives of the Registered Investment Adviser. Securities offered through DFPG Investments, LLC member FINRA/SIPC.