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Strategic Tax Planning for Business Owners in Cary, NC, Wake County & The Triangle

How Tax Planning Should Look

Stress-free tax planning and optimization designed to keep more money in your pocket

Tax Strategy
More Money In Your Pocket

Build Wealth By Protecting, Preserving, & Directing Your Money To Capture All of the Many Tax Benefits Available to You As A Business Owner

Most business owners pay more in taxes than they should and are totally blind to the simple legal tax strategies available to them that can instantly put more money in their pockets every year — which means more money for your family, more freedom and a bigger opportunity to build a lasting legacy.

Got questions?

Frequently Asked Questions

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What is a Certified Tax Coach?

A Certified Tax Coach designation provided by the American Institute of Certified Tax Planners. Certified Tax Coaches complete comprehensive education focusing on long-term, high-impact proactive tax planning strategies.

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Don’t I receive tax planning through my current tax preparer?

Likely not. You should ask yourself, when was the last time my tax preparer brought me an idea that saved me money on tax? Most tax preparers are focused on tax compliance when filing your return and generally are not in a position during tax season to give you proactive tax advice. At Cary Tax Planning, we work with you to create a customized Tax Plan designed to reduce your taxes going forward. Proactive planning is the key to saving money on your taxes.

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Do I need to own a business to benefit from tax planning?

Technically, no. Individual taxpayers can benefit from tax planning. However, there are more opportunities for business owners, independent contractors, real estate investors, and long-term investors.

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Is this legal?

Cary Tax Planning is a law firm and we focus on legal strategies to reduce your tax bill.

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How do I get started?

First step is to schedule a consultation. We offer a no-cost initial consultation so we can learn more about your tax situation.

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How long does it tax to create a tax plan?

In most cases, it takes about 30 days to put together a comprehensive tax plan.

Serving clients throughout the Triangle area.

  • Apex
  • Holly Springs
  • Rolesville
  • Cary
  • Knightdale
  • Wake Forest
  • Fuquay Varina
  • Morrisville
  • Wendell
  • Garner
  • Raleigh
  • Zebulon
  • Chapel Hill