Who We Serve

tax reduction planning

Tax Planning IQ is dedicated to saving our clients the most money on taxes. As a Certified Tax Coach with special training in high net worth tax planning, our Mount Prospect, IL CPA firm has years of experience creating personal tax solutions for business owners and high net worth individuals.

Get Your Tax Strategy

When you work with us, we'll deliver the roadmap to tax reduction: your proactive Tax Strategy. First, we’ll schedule a time to discuss your financial situation. Next, you’ll complete a brief questionnaire and provide the documentation we need to see the full scope of your finances. After exploring every avenue available to save you money on taxes, we deliver your tax strategy and help you implement your plan.

Our tax services are best suited for people making $250,000 or more so we typically work with:

Business Owners and Entrepreneurs

Instead of fighting the system we show business owners how to take advantage of legal tax loopholes and deductions that dramatically reduce taxes.

High Net Worth Individuals

We empower individuals to decrease taxable income, minimize risk of an audit, and achieve long-term financial goals.

Medical Professionals

Our proven methods for minimizing taxes enable doctors and dentists to pay the lowest amount of tax possible and increase personal wealth.

Real Estate Businesses

Our CPA firm designs tax strategies that help accomplished real estate professionals like property managers, developers, and investors increase wealth.