Tax Strategist

Industry-Specific Tax Plan – One-Time Project

Project Overview:
We are seeking an experienced tax strategist to develop a comprehensive tax plan tailored to our industry-specific needs. The objective is to optimize tax savings, ensure compliance with federal and state tax regulations, and identify strategic opportunities to reduce tax liability. This is a one-time project requiring an in-depth review of our business structure, financials, and industry-specific tax benefits.

Scope of Work:
Conduct a detailed review of the client’s current financial and tax situation.
Identify industry-specific tax credits, deductions, and incentives.
Develop a strategic tax plan that aligns with the client's business model.
Provide recommendations for entity structuring or restructuring if applicable.
Offer guidance on tax-efficient expense management and income allocation.
Outline compliance requirements and potential red flags to avoid penalties.
Deliver a comprehensive tax strategy report with actionable steps.
Provide a one-time consultation call to discuss findings and answer questions.

Qualifications:
CPA, EA, or tax strategist with experience in industry-specific tax planning.
Strong knowledge of federal, state, and industry tax regulations.
Experience working with businesses in [specific industry, e.g., healthcare, real estate, coaching, consulting, etc.].
Ability to create clear, actionable tax planning documents.
Strong analytical and problem-solving skills.