Maximize Profits. Minimize Taxes. Sleep Better at Night.
Your business deserves more than just compliance. Our strategic tax planning services help high-growth service-based businesses reduce liability, increase cash flow, and build long-term financial freedom without surprises come tax season.
Over $105M in tax savings generated. Trusted by 100+ founders across SaaS, healthcare, legal, and agency businesses.
Tax Planning
Why Traditional Tax Prep Isn’t Enough
Most accountants look backward. We look ahead.
If you’re working with a CPA who only files returns, you’re missing the most valuable part of tax strategy planning. At Bennett Financials, we proactively structure your finances to legally reduce your tax bill while keeping your business on track for scalable growth.
Predict and avoid surprise tax bills
Optimize your entity structure for your growth goals
Integrate retirement, insurance, and fringe benefits for smart savings
“We scaled from $0 to $300K MRR—and knew exactly what was driving margin. That’s what Aaron brought as our CFO.”
Taylor Hersom
Eden Data, Chairman
Tax Planning
Strategic Tax Planning That Aligns with Your Business Goals
Tax planning shouldn’t be reactive it should be integrated into your business’s broader financial strategy.
We help you look at the full picture, from how your business is structured to how you pay yourself and plan for future growth. Our approach ensures every dollar is working smarter:
Quarterly forecasting to eliminate surprises
Proactive identification of deductions and credits
Guidance on the best entity structure for your next five years
Seamless collaboration with your financial reporting and growth plans
This isn’t just about lowering your tax bill it’s about fueling your profitability and positioning your business for scale and exit.
“Working with Bennett Financials fills the gap we had – a team we can rely on, with rapid-fire responses and consistent support."
Daniel Goodrich
CEO & Founder, VirtualCounsel
Trusted by Top Financial Media
Frequently Asked Questions
I already have a CPA. Do I still need tax planning?
Absolutely. Most CPAs focus on preparation, not strategy. Tax planning ensures you pay the least amount legally possible while positioning your business for growth.
What kind of tax savings should I expect?
While savings vary, we’ve helped clients recapture over $125,000 in past overpayments and reduce future liability by tens of thousands annually through strategic planning.
Is this only for certain types of businesses?
We specialize in service-based businesses—law firms, cybersecurity companies, agencies, coaches—typically generating $1M to $8M annually.
Do I have to change who does my tax return?
Not necessarily. We can work alongside your existing preparer or offer integrated tax prep services if you want a unified strategy.
Case Studies
How NuSpine Chiropractor Used Strategic Finance to Scale, Exit, and Reinvest
Why Veterans Fleet Management Chose Bennett Financials
Chimney Scientist’s Tax Transformation with Bennett Financials
How Virtual Counsel Saved Over $220K in Taxes—and Took Control of Their Financials
How Optmyzr Saved $185K+ in Taxes While Scaling Global Operations
How Motiv Marketing Eliminated $402K in Tax Liability—and Got a Refund
“He’s more than just a CFO—he brings creative ideas, deep experience, and valuable insights from different industries that have transformed our business.”
Daniel Passarelli
Co-Founder, RHFL
Take Control of Your Tax Strategy Today
Avoid costly mistakes and start building a tax plan that supports your business goals not just your next return.