Tax Strategists Dealing with Tax Reduction Planning and Tax Preparation
We help you reduce your business and personal tax bills
Tax Law compliant tax planning strategies and tax preparation
Tax Reduction Planning — Decisions Early Enough to Matter
Lower taxes are the outcome of good decisions made on time. At Take Flight Business Solutions, we bring year-round tax strategy to owner-led companies so you can act while options are still on the table. Led by Brian Dela Cruz, CPA (MA), our planning integrates with bookkeeping and payroll—turning clean monthly numbers into practical moves that reduce tax and strengthen cash.
What our planning actually includes
- Entity strategy & timing: LLC vs. S-corp, election timing, and owner-pay alignment that fits your growth and cash needs
- Depreciation & Section 179: Schedule purchases and place-in-service dates to match revenue cycles and financing plans
- Retirement & HSA planning: Choose vehicles you’ll actually fund—not just theoretical deductions
- Quarterly estimates: Adjusted during the year as results change, so surprises don’t
- State & local exposure: Sales/use tax and multistate questions addressed before notices arrive
- Documentation discipline: Basis, depreciation, and support files kept bank- & tax-agency–ready in one place
Who benefits most (local + nationwide)
We serve clients nationwide from our Florida base, with extra attention to the Gulf Coast: Pensacola, Cantonment, Pace, Gulf Breeze, Milton, Navarre, Perdido, Fort Walton Beach, Niceville, and Gulf Shores/Orange Beach, AL. Fits include:
- Contractors & trades moving from “busy” to durable profit
- Real-estate investors (BRRRR, rentals, flips) where basis and depreciation drive outcomes
- Healthcare & med-spa practices balancing inventory, retail sales tax, and multi-provider compensation
- E-commerce & online services navigating platform fees, revenue recognition, and multistate sales tax
- Professional services & agencies optimizing owner comp, utilization, and distributions
Our cadence (how planning happens)
- Baseline & goals — Map profit drivers, cash needs, hiring plans; review entity/estimate history; identify quick wins
- Mid-year & Q3 checkpoints — Adjust estimates, time purchases or retirement moves, confirm elections, plan distributions
- Year-end alignment — Finalize moves with documentation so filing season is straightforward—not a scramble
- Next-year preview — Targets, calendar, and checkpoints so planning starts in January, not December
Common pains we solve (and our fix)
- Unexpected balances due → Rolling quarterly estimates tied to actual results
- Missed deductions → Purchases/elections timed during the year, not after
- Entity confusion → Clear “why” behind LLC vs. S-corp with owner-pay and payroll aligned
- Notice anxiety → Multistate and sales/use tax addressed early; registrations & filings scheduled
- “Paper pile” stress → Basis, depreciation, and support organized and shareable
What you get from Take Flight
- Actionable, plain-English ideas—not lists you can’t use
- CPA (MA) oversight integrated with your bookkeeping and payroll cadence
- A calendar you can see—deadlines and estimates with room to adjust
- Fixed, transparent fees for the ongoing cadence; special projects scoped separately
Pricing that respects your time
We price planning by the drivers that actually affect work: number of entities, states, payroll complexity, and reporting needs. Changes in your business trigger a documented scope update—no surprise add-ons.
Your next step
Book a 15-minute fit call. We’ll review your goals, confirm planning priorities, and give you a written roadmap with timelines. If cleanup is needed first, we’ll quote it as a stand-alone project. Then we keep you on a cadence where lower taxes are the result of good decisions—not last-minute scrambling.
Preparing and planning for taxes is often a stressful and complicated endeavor for most people. We do it better, and make it easier on you.
Tax Preparation
Preparing your own tax return can be extremely difficult with today's complex tax code and may often leave you with more questions than answers. That's why most people look for a quality tax preparer.
Nowadays, many individuals and small businesses opt for professional tax preparers for assistance with tax preparation. This choice is prudent considering the dynamic nature of tax laws and forms, which can change annually. Even for seemingly straightforward returns, DIY efforts may lead to errors and missed deductions or credits, and trouble with the IRS or your State. Consequently, there's a risk of receiving an IRS or State notice indicating owed taxes.
At Take Flight Business Solutions LLC, we have the expertise needed to conduct tax research, prepare your ITR, and file your returns in compliance with the tax laws. Tax preparation is also a good way of assessing how your tax plans are working.
Tax Planning
Tax planning involves looking at your past (your most recent tax return and perhaps tax liabilities), where you are today, and looking at your goals and what you are trying to achieve going forward. From there, we find ways to minimize your tax expense or your tax liability. This can involve ongoing life and tax discussions and ongoing action taking.
Perhaps you're a small business owner who would like more visibility into what taxes will cost. Our expertise spans small business tax planning strategies that mitigate such risks as owing a surprising amount of taxes, plus penalties and interest expenses. We can help with quarterly tax planning and estimated tax payments. Obviously, hiring your kids can't be a tax reduction strategy, if you don't have any kids that want to work in the business.
Perhaps you have a high income with stock and bond transactions, and want to prevent more of that income from being taxed. We can help with that through tax loss harvesting and tax deferral opportunities and vehicles.
Or, perhaps you're an investor in real estate. There are strategies and ways to implement tax savings under all these scenarios as well, such as an installment sales or a 1031 exchanges.
It all depends on your past and present, and where you want to go that will influence how we determine the relevant tax strategies that may work for you. We create something that is custom for you and your unique needs. Once we've come up with some strategies, we would look at how and when to practically implement these strategies and turn these tax strategies into a reality. We all know talking about strategies is different from actually making them happen.
Our Tax Preparation and Planning Services Can Include:
- Individual Tax Preparation
- Business Tax Return Preparation
- Gift, Trust, and Estate Tax Return Preparation
- Partnership and Corporate Tax Preparation
- Estate and Succession Planning
- Out-of-State Returns
- Business Start-Ups
- Entity Selection
- Ongoing Tax Planning and Implementation
TAX PREPARATION & PLANNING FAQs
Do you prepare both business and personal tax returns?
Yes, we handle Schedule C, 1065, 1120-S, 1120, and 1040 returns, including multistate filings. Our CPAs ensure accuracy and compliance.
How much does tax preparation cost?
Typical ranges:
Individual: $500+
Schedule C: $525–$800
S-corps/partnerships: $1,250–$3,000+
Bookkeeping clients save on prep fees. Get a fixed quote upfront.
What’s the difference between tax preparation and planning?
Preparation files last year’s return. Planning optimizes entity choice, compensation, deductions, and timing to reduce future taxes. We do both.
Can you help reduce my tax bill?
Yes, we identify deductions (e.g., home office, mileage), optimize S-corp structure, and time expenses. Savings can be $3,000–$30,000 annually.
What if I’m behind on taxes?
We prepare past-due returns, negotiate penalties/interest with the IRS, and set up payment plans. Act quickly to maximize options.
Should my business be an LLC or S-corp?
S-corps save self-employment taxes for profits over $60,000 but add complexity. We analyze your situation to recommend the best structure.
Do you handle sales tax and payroll tax filings?
Yes, we manage registrations, returns, and compliance for sales tax, payroll taxes (941, 940, W-2s), and other business taxes.
Can you represent me in an IRS audit?
Yes, our CPA handles communication, documentation, and negotiations during audits, ensuring efficient resolution.
Tax Planning And Tax Preparation, The Best Of Both Worlds
We can help with choosing an optimal business structure and making estimated tax payments, for example. To optimize or minimize your taxes, you really need tax planning and tax preparation services together. We have the knowledge of strategies that can help you benefit. We expect to help you save tens of thousands over the years we work together in penalties and interest and in the taxes you're legally required to pay.
We'll Look at Your Particular Situation to:
- eliminate taxes by helping you make income that's not taxable.
- defer taxes so that you can save money now, and pay less in taxes in the future.
- Lower taxes by using income splitting strategies to reduce taxes for your family.
- Reduce taxes by identifying all the deductions and tax credits you may be missing.
If you own a small business or need help with individual taxes, working with a firm that does both tax planning and tax preparation can help you save you the most money.
