Fractional CFO

Tax Planning & Optimization

Move from reactive filing to proactive planning. Strategic tax planning (not just filing), advance tax optimization, entity structuring for tax efficiency, ESOP tax planning, capital gains optimization, and angel tax advisory. This bridges compliance with strategic advisory — from "we file your taxes" to "we save you taxes."

What you get

Proactive tax planning saves 15-30% on average

Entity structuring for optimal tax efficiency

ESOP tax planning for equity compensation

Capital gains optimization on exits and investments

Angel tax compliance and planning for funded startups

How it works

01

Tax Health Check

Comprehensive review of your current tax position and structure.

02

Strategy Design

Develop a tax-efficient structure considering your growth plans.

03

Implementation

Execute the plan with proper documentation and compliance.

04

Ongoing Review

Quarterly reviews to adapt strategy based on business changes and new regulations.

Frequently asked questions

How much can tax planning actually save?
Typical savings range from 15-30% depending on your structure, revenue, and industry. We model scenarios to show exact impact.
Do you help with ESOP structuring?
Yes. We handle ESOP pool design, grant documentation, vesting schedules, and the complete tax implications for both company and employees.

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Ready to get started?

Book a free consultation to discuss Tax Planning for your business.

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