Expert Tax Planning & Strategy for small businesses and High Net-Worth Individuals
-Your Path to Financial Success
I Save My Clients An Average of $23,876 per year. Book a Free Consultation to see how much I can save you!
Curious about how you can maximize your tax savings?
Get instant access to my exclusive tax strategy guide by filling out the form below!
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Curious about how you can maximize your tax savings?
Get instant access to my exclusive tax strategy guide by filling out the form below!
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from TaxPro Solutions. More details on this are in our Privacy Policy and Terms and Conditions. Message frequency varies. Message & data rates may apply. Text HELP to (732) 808-2641 for assistance. You can reply STOP to unsubscribe at any time.
The Ultimate Game-Changer for your Taxes
Initial Consultation
We start with a one-on-one consultation to understand your financial goals and tax situation. This helps me get a clear picture of where you stand and sets the stage for building a tailored plan that aligns with your needs.
In-Depth Financial Review
I then conduct a thorough review of your finances, analyzing income, expenses, investments, and existing tax strategies. This step reveals opportunities for savings and improvement, forming the foundation for a successful tax plan.
Tailored Tax Strategy
Next, I design a personalized tax strategy that maximizes deductions, minimizes tax liabilities, and ensures compliance with the latest tax laws. My goal is to help you save as much as possible while reducing stress around tax planning.
Full Implementation
Once the strategy is crafted, I will take care of the entire implementation process. You can trust me to handle the complexities, allowing you to focus on what matters most while I execute your tax plan seamlessly.
Quarterly Reviews
I provide quarterly reviews to track progress, make adjustments, and ensure that your strategy remains effective. This proactive approach keeps you ahead of any changes and ensures that your financial plan stays on track.
Ongoing Year-Round Support
My support doesn’t stop there! I offer year-round guidance, alerting you to any tax law changes and refining your strategy as needed. With my ongoing support, you'll always be informed and ready for any tax challenges ahead.
What you get with TaxPro Solutions
Unlimited Expert Support: When you work with TaxPro Solutions, you work directly with me, and only me. I provide unlimited expert support, so you’ll always have direct access to the professional handling your tax needs—no middlemen, no team handoffs.
Stress-Free Tax Planning: I take care of all your tax-related needs, so you don’t have to worry about a thing. Your only time commitment is our quarterly reviews, where we’ll ensure everything is on track and explore new opportunities for savings.
Tailored Tax Advisory: You’ll receive customized strategies and one-on-one advice to maximize savings and ensure complete compliance with tax regulations.
TaxPro Strategy Success Stories
'I can’t recommend Jacob and TaxPro Solutions highly enough! After working with Jacob, my entire perspective on tax planning has changed. He took the time to understand my business and walked me through each strategy step-by-step. Thanks to his expertise, we were able to implement several advanced strategies that resulted in a $128,368 tax savings for 2024. I never imagined we could save that much. Jacob’s knowledge, professionalism, and commitment to helping business owners like myself succeed are unmatched. If you’re looking for a tax advisor who can deliver real results, look no further than Jacob at TaxPro Solutions!'
'As the co-founder of SkyeAI, a growing SaaS company, we needed someone who could help us navigate the complexities of tax planning and strategy while maximizing savings. Jacob delivered beyond our expectations.
Thanks to his expertise, we were able to reduce our tax burden by $25,490, which we’ve reinvested into growing my business. What I appreciated most was the personalized attention—Jacob was always available to answer our questions and guide us every step of the way.
His strategic tax planning ensured we were taking advantage of every opportunity to optimize our cash flow.'
'This past year I was so fed up that I decided to reach out to a tax consultant and I am so happy I did. I worked with Jacob from TaxPro Solutions and what once felt like a nightmare became a dream. In just this year alone, he helped me save $34,910. Throughout the entire time, Jacob answered all my questions in a timely manner and just made the entire process feel stress free. If you're like me and struggle with doing your taxes, I highly recommended checking out TaxPro Solutions. I'm now looking forward to filing my taxes to see how much I'm able to save and get back. My only regret is not reaching out to someone like Jacob sooner!
Samantha Carney
Prep For Success Tutors, COO
$128,368 saved
Terry Oliver
SkyeAI, CoFounder
$25,490 saved
Rahul Malhotra
Independent Tech Consultant
$34,910 saved
TaxPro Strategy Success Stories
'I can’t recommend Jacob and TaxPro Solutions highly enough! After working with Jacob, my entire perspective on tax planning has changed. He took the time to understand my business and walked me through each strategy step-by-step.
Thanks to his expertise, we were able to implement several advanced strategies that resulted in a $128,368 tax savings for 2024. I never imagined we could save that much. Jacob’s knowledge, professionalism, and commitment to helping business owners like myself succeed are unmatched. If you’re looking for a tax advisor who can deliver real results, look no further than Jacob at TaxPro Solutions!'
Samantha Carney
Prep For Success Tutors, COO
$128,368 saved
'As the co-founder of SkyeAI, a growing SaaS company, we needed someone who could help us navigate the complexities of tax planning and strategy while maximizing savings. Jacob delivered beyond our expectations.
Thanks to his expertise, we were able to reduce our tax burden by $25,490, which we’ve reinvested into growing my business. What I appreciated most was the personalized attention—Jacob was always available to answer our questions and guide us every step of the way.
His strategic tax planning ensured we were taking advantage of every opportunity to optimize our cash flow.'
Terry Oliver
SkyeAI, CoFounder
$25,490 saved
'This past year I was so fed up that I decided to reach out to a tax consultant and I am so happy I did. I worked with Jacob from TaxPro Solutions and what once felt like a nightmare became a dream. In just this year alone, he helped me save $34,910. Throughout the entire time, Jacob answered all my questions in a timely manner and just made the entire process feel stress free. If you're like me and struggle with doing your taxes, I highly recommended checking out TaxPro Solutions. I'm now looking forward to filing my taxes to see how much I'm able to save and get back. My only regret is not reaching out to someone like Jacob sooner!
Rahul Malhotra
Independent Tech Consultant
$34,910 saved
Exclusive Tax Strategies for High-Performing Clients
At TaxPro Solutions, I partner with a select group of businesses and individuals who are serious about optimizing their tax strategy and financial future. My focus is on delivering unparalleled results and maximizing savings for clients who demand excellence.
Join the Elite Group at TaxPro Solutions.
Only a limited number of clients are accepted each year. If you're ready to experience transformative tax savings and elevate your financial future, join the select 76 clients who trust me with their financial strategies.
Custom Tax Plans
Comprehensive Tax Strategy
Year-Round Support
Complete Audit Protection
76
Carefully Chosen Clients: I work with a select group of businesses and individuals. Each of my clients receives tailored strategies designed to maximize their tax savings.
$23,876
Average Tax Savings per Client: On average, my clients save $23,876 annually through my personalized tax strategies
100%
Client Satisfaction: 100% of my clients report higher satisfaction and financial confidence after working with me.
$1.8M
Total Client Savings: I've helped my exclusive clients save over $1.8 million in taxes, driving long-term success.
MEET THE FOUNDER & CEO
Hey, I'm Jacob!
I started TaxPro Solutions to help individuals and businesses maximize their tax savings while staying compliant with ever-changing tax laws. Before launching my own firm, I worked for one of the biggest accounting firms in the world, gaining invaluable experience in high-level tax strategy and planning. Since then, I’ve had the privilege of working with numerous clients, helping them navigate complex tax strategies.
Here are a few highlights of my journey so far:
I’m a certified Enrolled Agent with 8 years of experience in tax planning and strategy
I’ve helped my small group of clients save thousands of dollars annually, with an average tax savings of $23,876 per year.
100% Client Satisfaction: My tailored tax strategies have consistently minimized tax liabilities while providing peace of mind for my clients.
Industries Thriving with My Tax Strategies
Service-Based Businesses
Retail Shops
E-Commerce Businesses
Independent Contractors
Small Business Owners
Real estate investors
Legal and Financial firms
SAASPRENEURS
Startups
What's Next:
-Ready for a Custom Plan?
The strategies in the guide are a great starting point, but every business is unique. Let’s talk about how I can tailor these strategies specifically for your business. Book a free consultation, and I’ll provide an estimate of how much you could save on your 2024 taxes with personalized strategies.
Book a free consultation, and I’ll provide an estimate of how much you could save on your 2024 taxes with personalized strategies.
If you don’t see a day or time that works for you or you want a specific day/time that is not listed, text me at 732-910-2534
and I can find an appointment time that works with your availability!
Frequently Asked Questions
How will your tax strategies help my business save money?
I specialize in creating customized tax strategies tailored specifically to your business. By reviewing your financials, I can identify opportunities to maximize deductions, take advantage of credits, and minimize your overall tax liabilities. On average, my clients save around $23,876 per year. I focus on strategies that ensure your business is compliant, but also thriving financially.
What's the difference between your service and working with a traditional tax preparer?
A traditional tax preparer typically focuses on filing your taxes at the end of the year, but the key difference with my service is the emphasis on planning. I take a proactive, year-round approach, identifying tax-saving opportunities well before tax season. Planning is essential because it allows us to minimize your tax liabilities by making strategic decisions throughout the year—not just after the fact. My goal is to ensure that every deduction and credit is maximized, giving you long-term financial benefits, not just a one-time tax filing.
How involved will I need to be in the process?
I handle the majority of the heavy lifting for you. After our initial consultation, I review your financials and create a personalized strategy. From there, I implement the plan and conduct quarterly reviews to ensure everything stays on track. You’ll only need to provide key information up front, and I’ll take care of the rest.
How soon can I expect to see results?
Many clients start seeing results as soon as their next tax return. Depending on your financial situation and the strategies we implement, you could begin saving immediately. I ensure the tax plan is optimized for both short-term and long-term benefits.
What if my business grows or my financial situation changes?
I offer ongoing support and quarterly reviews to adjust your tax strategy as your business evolves. Whether you expand, hire more employees, or your revenue changes, I’ll make sure your strategy adapts to new opportunities or challenges, keeping your tax plan optimized for growth.
What if I have tax-related questions throughout the year?
You’ll have direct access to me 7 days a week. Whether it’s a quick question or a more detailed discussion, I’m here to provide support whenever you need it. My goal is to ensure that you’re never left in the dark when it comes to your tax strategy.
On the Fence?
Grab my Guide to Learn More!
No worries! I know it’s a big decision—download my guide to get a sneak peek into the tax strategies I can use to save you money!
Tailored tax strategies designed to help you save more and achieve financial success. Your future is our priority—let’s build it together.