YEAR-ROUND TAX PLANNING SERVICES TO KEEP YOUR WEALTH GROWING
Most people overpay because they only get a filing, not a plan.
At Proffitt Corner Advisors, our tax strategies are built around your income, business, and investments so you can start controlling your tax bill.
$1.3M+
Client Tax Savings
50+
States Served Nationwide
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- IRS Enrolled Agent
- Integrated Tax & Exit Planning
- Nationwide Client Base
- Confidential Advisory Process
WHAT ARE PROFESSIONAL TAX PLANNING SERVICES?
Tax planning services are a year-round, proactive approach to managing your tax liability.
Rather than reacting to what you owe once the year closes, tax planning shapes the financial decisions you make throughout the year.
At Proffitt Corner Advisors, we coordinate your income, investments, entity structure, retirement contributions, and estate goals into one optimized plan.
Our strategies result in a lower tax bill, better cash flow, and a financial position that compounds in your favor over time.
COMPREHENSIVE TAX PLANNING SOLUTIONS
At Proffitt Corner Advisors, we offer an integrated approach tailored for individuals and businesses at every stage.
High-Income & Complex
ADVANCED TAX PLANNING
1.3M+ Total Client Savings · 2020–2023
High income doesn’t have to mean a high tax rate. We look at how your money is earned, held, and distributed, and find a better way to structure it. The goal isn’t a deduction here or there. It’s a lower rate that holds year over year.
Key Outcomes
- Reduced effective tax rate
- Tax-efficient wealth accumulation
- Lower annual liability
- Multi-year savings roadmap
Individuals & Families
INDIVIDUAL TAX PLANNING SERVICES
10+ Years of Tax Practice
Personalized strategies aligned with your income, investments, and long-term financial goals. Built for people who want to take a proactive role in how much they actually owe each year.
Key Outcomes
- Maximized deductions
- Tax-efficient retirement income
- Reduced taxable income
- Long-term wealth preservation
Businesses & Corporations
SMALL BUSINESS & CORPORATE TAX PLANNING
3M+ Saved via IRS Representation · 2018–2023
Practical, year-round strategies for S-Corps, C-Corps, LLCs, partnerships, and growing businesses. Designed to reduce tax exposure, optimize entity structure, and keep more cash in the business, not just at year-end, but every quarter.
Key Outcomes
- Lower self-employment tax
- Tax-efficient wealth accumulation
- Lower annual liability
- Multi-year savings roadmap
THE BENEFITS OF YEAR-ROUND TAX PLANNING
A single annual filing captures very little of your true savings potential.
At Proffitt Corner Advisors, the decisions that reduce your tax bill most happen during the year, not after it closes.
OUR PROVEN TAX PLANNING PROCESS
Every client who works with Proffitt Corner Advisors goes through a five-step process, built to uncover savings, build a custom strategy, and keep it working all year long.
(Free Consultation)
Discovery & Financial Review
We take a close look at your income sources, business structure, investments, and goals, so we know exactly where savings are hiding and which approach makes the most sense for your situation.
(Multi-Scenario Modeling)
Tax Projection
We model your current-year estimate and run multi-scenario projections so you can see how each strategy actually affects your bill before we commit to anything.
(Custom Strategy)
Strategy Development
We build a personalized plan using the tools that fit your situation best, whether that’s advanced tax planning, business strategies, or individual planning techniques specific to where you are.
(Hands-On Execution)
Implementation
Entity elections, retirement strategies, income timing, every move gets executed before year-end deadlines close the window. Nothing slips through.
(Year-Round Support)
Ongoing Monitoring
We run quarterly reviews, adjust for law changes, and keep your strategy delivering results every year, not just the first one.
TAX PLANNING FOR EVERY STAGE OF GROWTH
Proffitt Corner Advisors is built for clients whose financial situations need a real strategy, not just a filing.
- High-Income Individuals
Executives and professionals earning $150K+ who need advanced tax planning to minimize bracket exposure and protect accumulated wealth.
- Self-Employed Professionals
Consultants and freelancers who need individual tax planning to stay on top of estimated taxes and capture every eligible deduction available.
- Small Business Owners
Growing businesses that need year-round planning to lower self-employment tax, optimize distributions, and improve cash flow, all before year-end deadlines hit.
- Investors & Real Estate Owners
Asset holders looking to leverage depreciation, 1031 exchanges, and capital gains strategies as part of a coordinated, year-round tax plan.
- Corporations & Partnerships
Multi-member entities that need corporate tax planning to manage retained earnings, structure compensation, and lower overall exposure year-round.
- Pre-Retirees & Retirees
Individuals planning for retirement who need individual tax planning around Roth conversions, RMDs, and tax-efficient income distribution.
WHY CLIENTS CHOOSE OUR TAX PLANNING FIRM
At Proffitt Corner Advsiors, we treat tax planning as a year-round commitment, not a once-a-year service.
Every strategy is built around a proactive approach by experienced professionals.
We're With You All Year
Most tax professionals are only available at filing time. Our tax strategy services run continuously, reviewing your position quarterly and acting before deadlines close. By the time April arrives, the work is already done.
Your Personal & Business
Finances, Together
We combine individual tax planning and small business strategies under one plan, so your personal and business finances work together, not in separate silos with no coordination between them.
We Handle the Complex Stuff
Multi-entity structures, high-income scenarios, digital assets, succession planning, we specialize in the situations where most firms refer you elsewhere. Nothing is too complex for our team.
Clear, Fixed-Fee Pricing
No billing surprises. Our corporate tax planning and advisory services are priced upfront, so you always know exactly what you're paying and what you're getting for it.
You Work Directly with Amber
You're not handed off to a junior associate rotating through files. Amber Proffitt, IRS Enrolled Agent, is personally involved in every client strategy from the first conversation to year-end delivery.
Confidential & Secure
All client data is stored on a secure, encrypted gateway. Your financial information is handled with the same discretion and care applied to every aspect of our advisory work.
IRS Certified Enrolled Agent
Amber Proffitt holds a Certified Enrolled Agent license, the highest IRS credential for tax practitioners.
Nationwide Client Base
Based in Maryland, Proffitt Corner Advisors delivers tax planning services across all 50 states, with the same personalized, advisor-led approach for every single client.
FREQUENTLY ASKED QUESTIONS
Tax preparation files what has already happened. Tax planning changes what will happen. Proffitt Corner Advisors works with you year-round, structuring your income, entity, and investments so your tax bill is reduced before you ever file. One is reactive. The other is a strategy.
If you're earning $150,000 or more, own a business, or hold investments, you need it. The right time to start is now, not year-end. Most advanced tax planning strategies carry hard year-end deadlines. The earlier you begin, the more options stay on the table.
Small business tax planning is often where the biggest savings live. Business owners, especially LLCs and S-Corps, face self-employment tax, quarterly payments, and entity-level decisions with massive tax implications. Without proactive planning, most owners significantly overpay every single year.
No, but the complexity of your situation determines which type you need. Individual tax planning is valuable at many income levels, especially for people with investments, real estate, or retirement accounts to optimize. Our services are always built around your specific situation, not a one-size-fits-all formula.
At a minimum, quarterly. Tax laws change, income fluctuates, and business decisions — such as hiring, purchasing equipment, and changing your entity — all affect your tax position in real time. We include quarterly reviews as standard, with a year-end check-in to lock in any remaining savings before the window closes.
EXPLORE MORE SERVICES
START YOUR TAX PLANNING STRATEGY TODAY
Stop overpaying. Stop guessing.
Proffitt Corner Advisors gives you a clear path to reducing your tax bill, improving cash flow, and building long-term financial wealth, starting this year.
- 100% Confidential
- No Obligation
- Serving Clients Nationwide
- Response Within 24 Hours
