Tax Planning
For Big Savings

Would You Like to Shrink Your Yearly Tax Burden?

Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

  • move your income into lower tax brackets by splitting income among family members or legal entities.
  • shift income and/or expenses to different years in order to best take advantage of lower rates.
  • defer tax liability through some types of investment options.
  • avoid tax liability through some types of investment options, both on the federal and state level.
  • increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

  • benefit from the growth and savings of your own assets by keeping them out of the government’s hands.
  • reduce taxes on investments so that you can grow your money quicker.
  • keep more of what you make by reducing your taxed income.
  • defer income in order to keep your money now and pay your taxes later.
  • understand estate taxes and planning so that your family gets to keep more of what you make.
  • give money while reducing taxes to maximize your giving potential.
  • plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Lower Taxable Income Legally: Smart Strategies to Save More

How to Lower Taxable Income Legally in Seminole, OK Understanding How to Lower Your Taxable Income Taxes can take a significant chunk of your hard-earned money each year, but the good news is that there are legal ways to lower taxable income and reduce tax liability....

How to Handle an IRS Audit Effectively | Expert Tips & Help

How to Handle an IRS Audit Effectively: A Guide for Edmond, OK Residents Understanding an IRS Audit and How to Respond Receiving an IRS audit notice can be stressful, but knowing how to handle an IRS audit effectively can make the process much easier. Whether you...

Tax-deductible expenses for rental property owners

Tax-deductible expenses for rental property owners Owning rental property can be a lucrative investment, but it also comes with many responsibilities, including managing taxes. As a rental property owner, you have several opportunities to reduce your taxable income...

Maximize Business Tax Deductions in 2025 | Expert Tips

The Ultimate Guide to Business Tax Deductions: What You Can Write Off in 2025 Maximizing Business Tax Deductions for Small Business Owners in Seminole, OK As a small business owner in Seminole, OK, understanding what expenses you can write off on taxes is essential...

Tax Planning Strategies for Small Business Owners in 2025

Maximizing Your Tax Savings as a Small Business Owner in 2025   Why Tax Planning is Essential for Small Business Owners Tax planning is one of the most critical aspects of running a successful small business. By implementing the best tax planning strategies for...

Tax Extension: File on Time with Help from Roger Ely CPA

Understanding Tax Extensions and How to File in 2024 Tax season can be stressful, especially if you need more time to gather documents, finalize deductions, or handle unexpected financial situations. Fortunately, the IRS offers a tax extension, which grants additional...

✅ Checklist: What to Bring to Your CPA for 2024 Taxes – Seminole, OK

Stay organized for tax season! Learn what documents you need to file your 2024 tax return in Seminole, OK. Expert tax help from Roger Ely CPA. What Documents You Need to File Your 2024 Tax Return – A Checklist to Stay Organized Tax season is here, and gathering your...

What to Bring to Your CPA for Taxes: Get Prepared Today

What to Bring to Your CPA for Taxes: A Comprehensive Guide for Edmond, OK Residents Need tax prep help? Learn what to bring to your CPA for taxes with Roger Ely CPA in Edmond, OK. Maximize deductions and file stress-free. Call today! What to Bring to Your CPA for...

Prepare for Business Tax Preparation: Essential Tips by Roger Ely CPA

Meeting the March 15 tax filing deadline is critical for small business owners to avoid penalties and stay compliant with tax laws. Organizing and submitting the necessary documents on time not only reduces stress but also ensures accurate tax preparation. At Roger...

Master Small Business Tax Deadlines with Roger Ely CPA

Understanding Small Business Tax Deadlines: A Guide for Edmond, OK Entrepreneurs As a small business owner, staying on top of tax deadlines is critical to avoid penalties and ensure smooth operations. Navigating these deadlines can be challenging, but with proper...