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Tax Planning
At VTS, we create strategies that minimize taxes year-round and position you for long-term financial
We help individuals, retirees, and small business owners make smarter financial moves all year long.
Whether you’re preparing for a major life event, optimizing deductions, or exploring Roth conversions, our proactive tax strategies are designed to lower your tax bill and protect your wealth.
Why Tax Planning Matters
Taxes are often your largest ongoing expense — yet most people only think about them once a year.
Our proactive planning approach focuses on legally minimizing taxes before they happen.
By strategically coordinating income, deductions, investments, and entity structure, we help you keep more of what you earn while staying 100% compliant with IRS rules.
Our clients typically save thousands each year through customized planning — and those savings compound over time.
Who We Serve
Our tax planning strategies are designed for:
- High-income individuals & families seeking smarter ways to reduce taxable income.
- Small business owners looking to optimize deductions, structure, and retirement contributions.
- Retirees & pre-retirees managing Social Security, RMDs, and Roth conversions.
- Investors & real estate owners who need capital gains and passive income planning.
Whether you earn W-2 income, own a growing business, or manage multiple income streams — we create a plan that fits your life and goals.
What's Included in your Plan
Our tax planning engagements include:
- Income and deduction analysis — finding missed deductions and deferral opportunities
- Roth conversion and retirement modeling
- Entity structure review for LLCs, S-Corps, and partnerships
- Capital gains and investment tax strategy
- Multi-year tax projection to forecast savings
- Customized year-end planning checklist
Every plan is delivered with actionable recommendations you can immediately apply.
Why Choose Valhalla Tax Services
The best time to start tax planning isn’t in April, it’s before the year ends.
- IRS-Enrolled Agent & Chartered Financial Consultant (ChFC) (TPCP)
- Holistic, year-round tax planning — not just tax prep
- Personalized, data-driven strategy using advanced planning tools
- Transparent pricing and flat-fee packages
We don’t sell products — we deliver clarity, strategy, and peace of mind.