Tax Planning Services for Business Owners & Individuals
Paying taxes is inevitable—but overpaying doesn’t have to be. At The Consortium, we provide proactive tax planning strategies that help individuals and businesses minimize liabilities, optimize deductions, and stay compliant—year after year.
What Is Tax Planning?
Proactive Strategies to Reduce Your Tax Burden
Tax planning is more than filing once a year—it’s the year-round process of reviewing income, expenses, investments, and legal structures to minimize what you owe and maximize what you keep.
Who Needs Tax Planning?
From high-earning professionals and retirees to small business owners and contractors, anyone with taxable income or assets can benefit from a thoughtful, forward-looking tax plan.
Our Tax Planning Services
Individual Tax Planning
We help clients across all income levels reduce taxable income through retirement contributions, tax-loss harvesting, charitable giving, and optimized filing strategies.
Small Business Tax Strategy
Whether you operate as an LLC, S-Corp, or sole proprietor, we’ll identify ways to reduce your business tax burden, track deductible expenses, and take advantage of credits and depreciation.
Year-End & Quarterly Tax Projections
We provide planning check-ins throughout the year so there are no surprises at tax time—just confidence and control.
Retirement Tax Optimization
We structure your retirement contributions and withdrawals to reduce taxes now and later—including Roth conversions, RMD timing, and income phaseouts.
Tax-Efficient Investment Planning
We align your investment strategies with tax goals, using techniques like asset location, tax-loss harvesting, and capital gains management.
Coordination With CPAs & Legal Advisors
Already working with a CPA or attorney? We coordinate with your tax team to ensure strategies are executed cleanly and consistently across your entire financial picture.
A successful business isn’t built by chance—it’s built by strategy, clarity, and the right financial foundation.
Why Choose The Consortium Advice?
We help clients reduce tax stress and keep more of their income with proactive, personalized tax planning rooted in strategy—not shortcuts.
For Business and Personal Needs
Whether it’s your household income or your company’s cash flow, we provide tax strategies for every part of your financial life.
Local Expertise With a National Perspective
Serving Texas clients in Houston, Dallas, and Austin, and beyond, we blend deep local knowledge with broad financial expertise.
Transparent, Fiduciary-First Advice
You can trust that every recommendation is in your family’s best interest—no commissions, no hidden agendas.You can trust that every recommendation is in your family’s best interest—no commissions, no hidden agendas.
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Our Planning Process
Step 1: Tax Review & Opportunity Assessment
We assess your current tax situation, income sources, and opportunities for savings.
Step 2: Strategic Tax Plan Development
We create a personalized plan that aligns with your income, entity structure, and long-term financial goals.
Step 3: Ongoing Support & Adjustments
Tax laws change—and so do your needs. We update your plan as your business or personal life evolves.
Tax Planning FAQs
Do I need tax planning if I already use a CPA?
Yes. Tax planning focuses on reducing your future tax burden, while a CPA typically focuses on compliance and filing. We work hand-in-hand with your CPA.
Can you help if I don’t have employees?
Yes. Solo business owners and independent contractors can still benefit from tax strategies, retirement planning, and insurance.
What’s the difference between tax prep and tax planning?
Tax prep is reactive—reporting what already happened. Tax planning is proactive—strategizing before tax events occur.
Can you help with both business and personal taxes?
Absolutely. We offer integrated strategies for individuals, families, and business owners to help optimize taxes across all entities.
How early should I start tax planning?
The sooner the better. Starting early in the tax year provides the most flexibility and opportunity for savings.
1000 Caruso Blvd. Ste 425
Slidell, LA 70461
833-320-0010