Tax Planning Services
Maximize Savings & Minimize Liabilities
Smart Tax Strategies for Individuals & Businesses
Effective tax planning is essential for both individuals and businesses to minimize tax liabilities, maximize deductions, and stay compliant with IRS regulations. Whether you’re a high-income earner, freelancer, real estate investor, or business owner, strategic tax planning helps reduce tax burdens while aligning with long-term financial goals.
At Kewal Krishan & Co., we provide customized tax planning solutions to ensure year-round tax efficiency. Our team specializes in income tax reduction strategies, business tax structuring, investment tax planning, and IRS compliance, helping you keep more of your earnings while avoiding penalties.
Our Tax Planning Services
For Individuals
Retirement Tax Planning (401(k), IRA & Roth IRA Strategies)
- Maximizing pre-tax and Roth contributions for long-term tax savings.
- Converting traditional IRAs to Roth IRAs for future tax-free withdrawals.
Capital Gains Tax & Investment Tax Planning
Tax-efficient strategies for selling stocks, real estate, and other investments.
Utilizing tax-loss harvesting to offset capital gains.
Estate & Gift Tax Planning
Structuring estate plans to reduce inheritance and estate tax liabilities.
Utilizing annual gift tax exclusions and trusts for wealth transfer.
Tax Deductions & Credits Optimization
- Maximizing deductions for mortgage interest, student loans, and medical expenses.
- Claiming available tax credits such as the Child Tax Credit and EV Tax Credit.
Tax Strategies for High-Income Earners
- Reducing taxable income through income deferral, HSAs, and strategic investments.
- Charitable giving strategies to optimize tax benefits.
Foreign Income & Expat Tax Planning
- Utilizing the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC).
- FATCA and FBAR compliance for individuals with offshore accounts.
For Businesses
Business Tax Structuring & Entity Optimization
- Choosing the right tax structure (LLC, S-Corp, or C-Corp) to minimize tax burdens.
- Filing IRS Form 8832 for tax classification changes.
Business Tax Credits & Deductions Planning
Maximizing deductions for depreciation, employee benefits, and business expenses.
Utilizing tax credits such as the R&D Credit, WOTC, and ERTC.
Asset Depreciation & Cost Segregation Planning
Accelerating depreciation through cost segregation for real estate investors.
Maximizing Section 179 and Bonus Depreciation deductions.
Industry-Specific
Tax Planning Solutions
Real Estate Investors &
Property Owners
- 1031 exchanges for tax-free real estate reinvestment.
- Rental property depreciation and passive income tax strategies.
E-Commerce &
Online Businesses
- Sales tax planning for multi-state eCommerce sellers.
- Deducting inventory, advertising, and operational costs.
Technology &
SaaS Companies
- R&D Tax Credits for software development and innovation.
- International tax planning for cross-border SaaS revenue.
Healthcare &
Medical Professionals
- Retirement and pension plan tax strategies for doctors and clinic owners.
- Medical expense deductions and HSA planning.
Freelancers &
Independent Contractors
- Self-employed tax deductions, including home office and business travel.
- Quarterly estimated tax planning to avoid penalties.
Manufacturing &
Wholesale Distributors
- Tax credits for energy efficiency and industrial equipment depreciation.
- Inventory and supply chain tax planning for cost reduction.
Hospitality &
Restaurants
- Tip income tax planning and employer tax credits for staffing.
- Meal and entertainment deductions for business growth.
Import &
Export Businesses
- Duty drawback and cross-border tax incentives.
- Foreign tax credit utilization for global operations.
Nonprofits &
Charitable Organizations
- 501(c)(3) compliance and tax-exempt planning.
- Donor contribution tax strategies to maximize funding.
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