Strategic tax planning, monthly accounting, and tax preparation services for the modern business, delivered by experienced CPAs.
Our clients love us for our personalized services and innovative tax strategies that help maximize their financial success. We're committed to going above and beyond!
“I'm so impressed with how smoothly our taxes went this year — Shahbaz & Associates made the entire process effortless.”
Apple 1 Enterprises partnered with us for proactive tax support. We guided them through every step of the process, handled filings efficiently, and became their go-to financial partner.
“We saved over $42,000 in one year — and finally had a tax plan built for construction.”
John, a general contractor, had been filing without a clear tax strategy. We restructured his books, leveraged Section 179 depreciation, and maximized job-related deductions. Outcome: $42,000+ saved in his first year with us.
“With Shahbaz & Associates' guidance, we leveraged real estate strategies to reduce our taxes by over $58,000.”
Lauren (a physician) and Ethan (a real estate investor) had rising income and no coordinated tax plan. We helped Ethan qualify as a Real Estate Professional, unlocking over $290,000 in deductions and managing a $45,000 IRA distribution strategically. Tax savings in one year: $58,000+
“Fantastic experience working with Shahzib! He took some complex tax situations and handled them all behind the scenes to make our lives so much easier! Highly recommend for anyone looking for tax support or tax planning!”
Tatiana, a marketing professional and homeowner, had a tax year involving RSU income and the sale of her primary residence. We applied the right home sale exclusions and RSU tax treatment to minimize her burden — saving her over $12,000 in taxes.
“Solo 401(k) + tax planning = $22,000+ in savings.”
Priya, a solo attorney, was earning strong profits but hadn't put a long-term tax strategy in place. We established a Solo 401(k) and developed a compensation structure that maximized retirement contributions while reducing tax exposure. She saved over $22,000 in one year — and positioned herself for long-term security.
“By switching to an S-Corp, I saved $31,000 in taxes — and finally started paying myself right.”
Emily, a cybersecurity consultant, was taxed heavily as a sole proprietor. We helped her elect S-Corp status, implement accountable plans, and optimize her compensation structure. Year-one tax savings: $31,000+
If you are unable to find the information you are looking for, please fill out the "Take the first step" form. A CPA will be happy to answer any further questions you may have.
Proactive tax planning involves strategizing and taking actions throughout the year to minimize tax liabilities. It includes utilizing tax deductions, credits, and deferrals effectively to reduce the amount of taxes owed.
Without proactive tax planning, you might miss out on potential tax-saving opportunities. Studies show that a significant portion of taxpayers overpay due to missed deductions and credits. Effective tax planning can significantly reduce your tax bills and increase your wealth.
Our services are tailored for small business owners, high-net-worth individuals, and real estate investors. These groups often have complex tax situations and can greatly benefit from expert tax planning.
While our services are most beneficial for those with complex tax situations, such as business owners and real estate investors, anyone looking to optimize their tax strategy can benefit from our expertise.
We offer a full range of accounting services including bookkeeping, financial statement preparation, payroll processing, and accounts receivable/payable management.
Yes, we can help set up an accounting system tailored to your business needs. We provide guidance on choosing the right software and establishing procedures for accurate and efficient financial record-keeping.
Outsourcing your accounting can save time, reduce costs, and ensure accuracy. It allows you to focus on core business activities while leaving financial management to experts.
It’s recommended to update your accounting records regularly, ideally monthly. Regular updates help you stay on top of your financial situation and avoid any surprises at tax time.
You can schedule a free consultation by visiting our website and clicking on the "Get Started" button. One of our experts will get in touch with you to discuss your needs and how we can help.