Proactive CPA-Led Strategies That Save You Money

If you only talk to your tax preparer once a year, you're probably leaving money on the table. Strategic tax planning helps you:

  • Minimize your tax liability legally
  • Plan cash flow around estimated payments
  • Avoid surprises from underpayment penalties
  • Build a long-term tax strategy around your goals

At Boulanger CPA and Consulting PC, we help Oklahoma clients implement year-round tax planning to stay ahead of the IRS — and aligned with their personal and business goals.

Who We Work With

  • Self-employed professionals and contractors
  • S Corp and partnership owners
  • Real estate investors and landlords
  • High-income individuals with equity comp or 1099 income
  • Clients transitioning into or out of tax resolution cases

What Our Tax Planning Covers

Entity + Structure Optimization

  • S Corp salary vs. distribution strategy
  • LLC vs. partnership analysis
  • Multi-entity planning (holdings + ops)

Personal + Business Planning

  • Quarterly estimated tax strategies
  • Safe harbor and underpayment avoidance
  • Retirement plan analysis (Solo 401k, SEP, SIMPLE)

How We Work

We offer flexible options based on your goals, return complexity, and planning needs. All planning services are flat-fee and scoped before work begins.

Annual Tax Planning Packages Include:

  • Initial strategy consult
  • Mid-year review and projections
  • Year-end tax savings moves
  • Access for questions throughout the year

Need a one-time planning session or S Corp salary review? We offer that too.

Why Tax Planning Matters in Oklahoma

Oklahoma small business owners often miss out on major deductions, elections, and income timing strategies just because no one ever showed them what to do.

  • We apply IRS and state-specific strategies that are built for Oklahoma's tax code
  • We help coordinate timing with your business, real estate, or investment moves
  • We prepare you for a clean filing season so you don’t get hit with surprises

Let’s Build Your Tax Strategy

If you’re ready to be proactive about your tax bill — and stop overpaying because of poor planning — we can help.

Schedule a tax planning consultation or call (405) 384-4900.

Prefer to speak directly with the CPA? Just ask for Marc when you book.

🧠 FAQ – Tax Planning in Oklahoma City

What’s the difference between tax prep and tax planning?

Tax preparation is about reporting what already happened. Tax planning is about making smart, legal moves to reduce what you owe before the year ends.

Who should use tax planning services?

We recommend tax planning for self-employed professionals, business owners, real estate investors, and high-income individuals who want to avoid surprises and optimize their results.

When is the best time to start tax planning?

Now. The earlier we begin in the year, the more strategies are available. But we also offer year-end planning for late movers.

Is tax planning expensive?

Not at all. Most planning sessions are flat-fee and typically save clients far more than they cost.