Tax Planning for Business Owners, Investors, and High-Income Professionals
If your income has grown, your business has become more complex, or you’re facing a major financial decision, waiting until tax season may be too late to evaluate many planning opportunities.
Tapia Tax Advisory works with
business owners, investors, and professionals
who want to understand their tax position before year-end and make informed decisions while planning opportunities are still available.
Tax Preparation Reports the Past. Tax Planning Helps You Shape What Happens Next.
Tax preparation looks at what already happened. Tax planning looks ahead. By reviewing your financial and tax situation throughout the year, you can identify planning opportunities, estimate potential tax obligations, and make informed decisions before filing season arrives.
01.
Significant Income Growth or Change
Your business income increased substantially this year, or your overall financial situation has changed significantly.
02.
Business Structure Decisions
You are considering an S Corporation election or another change to your business structure..
03.
Major Transactions or Capital Gains
You expect a large bonus, capital gain, business sale, real estate transaction, or other significant financial event.
04.
High Estimated Tax Payments
You are making substantial estimated tax payments but do not have a year-round tax strategy.
05.
Multiple Businesses or Entities
You own multiple businesses or entities and need a clearer view of your overall tax position.
06.
Unclear Year-End Tax Liability
You are approaching year-end and do not know your projected federal and state tax liability.
Ready to Take a More Proactive Approach to Your Taxes?
Your Tax
Planning Advisor
Meet Alberto Tapia
Alberto Tapia is the owner and operator of three Liberty Tax offices serving clients in Georgia and South Carolina. Through Tapia Tax Advisory, he focuses on proactive tax planning for business owners, self-employed professionals, investors, and individuals with increasingly complex tax situations.
- Year-Round Tax Planning
- Individual and Business Tax Strategies
- Personalized Guidance Based on Your Situation
Alberto Tapia
Tax Advisor | Owner and Operator of Three Liberty Tax Offices
Designed for
More Complex Tax Situations
Who We Work With
Tapia Tax Advisory works with clients whose income, business structure, investments, or financial circumstances create more complex tax planning needs. The goal is to understand your tax position early enough to evaluate planning opportunities before important financial decisions are made.
- Business Owners With Growing or Complex Income
- High-Income Professionals
- Real Estate Investors
- Owners of Multiple Businesses or Entities
- Self-Employed Professionals With Significant Taxable Income
- Individuals Facing Major Financial or Income Changes
Planning for What Comes Next
As income and financial complexity grow, proactive planning can become increasingly important.
How It Works
Our Tax Planning Process
Review
We review prior-year tax returns, current income, business entities, investments, and anticipated transactions.
Analyze
We identify potential planning opportunities, tax exposure, estimated obligations, and structural issues.
Plan
We develop recommendations and establish implementation priorities based on your situation.
Monitor
We revisit the plan during the year as income, business activity, and financial circumstances change.
Client Reviews From Alberto Tapia’s Liberty Tax Practice
Take the Next Step
Plan Before Tax Season—While More Options May Still Be Available
If your income, business, investments, or financial situation has become more complex, schedule a 45-minute consultation with Alberto Tapia to discuss your current tax position and planning priorities.