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tax planning

Smart Tax Strategies from Idaho CPAs Who Think Ahead

At LeBeau & Associates, we believe tax planning should never be an afterthought. Our Strategic Tax Planning services are designed to help individuals and businesses make smart, proactive decisions that minimize liability and maximize long-term savings. Rather than simply reporting what already happened, we work with you year-round to influence what will happen—all while staying compliant with the latest tax laws and regulations.

Strategic Tax Planning

What Strategic Tax Planning Includes

Whether you’re a high-income earner, business owner, or independent contractor, our goal is to help you keep more of what you earn, build a sustainable financial strategy, and avoid surprises at tax time.

Income & Deduction Optimization

We analyze your income streams and expenses to identify overlooked deductions and credits that can legally reduce your tax bill. Our insight ensures you're taking advantage of every opportunity available to you.

Retirement & Investment Tax Strategy

We guide you in leveraging IRAs, 401(k)s, HSAs, and other tax-advantaged accounts — along with strategies for real estate and capital gains — to help grow your wealth while reducing taxable income.

Entity Structuring & Evaluation

For business owners, choosing the right entity type (LLC, S-Corp, etc.) can significantly impact your tax obligations. We evaluate your current structure and advise on changes that could result in meaningful tax savings.

Advisor Collaboration

Your financial goals don’t exist in a vacuum. We coordinate with your financial planner, bookkeeper, or attorney to ensure your entire financial picture is working together efficiently.

Year-Round Planning & Forecasting

Rather than rushing to react in Q4, we help you make strategic decisions throughout the year. With clear projections and planning check-ins, you’ll always know where you stand and what’s coming next.

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Get reliable tax preparation services in Idaho or anywhere in the U.S.

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Tax Planning
looking ahead

Tailored Tax Planning for Every Stage

Whether you're optimizing deductions on your W-2 income or restructuring your business to reduce your tax burden, we create tax strategies that fit your goals—not someone else’s.

individual

Tax Planning for Individuals & High-Income Earners

From W-2 employees to high earners with stock options or rental income, we help individuals develop tax strategies that match their income level and life stage. We help individuals:

  •  Minimize taxes on bonuses, investments, equity, and RSUs

  •  Optimize retirement contributions and HSA planning

  •  Time deductions for large purchases like vehicles or home upgrades

  •  Navigate residency issues, multi-state income, or property sales

  •  Maximize credits and deductions for education, dependents, and more

Whether you're filing solo or managing complex income, we’ll help you plan ahead and keep more of what you earn.

businesses

Strategic Tax Planning for Business Owners

Your entity structure, income strategy, and deductions all play a role in how much tax you actually pay. We work with business owners to create a proactive, year-round tax plan. We help businesses:

  •  Choose or restructure between sole prop, LLC, S-Corp, and C-Corp

  •  Align bookkeeping and payroll for tax efficiency

  •  Plan for estimated payments, quarterly filings, and year-end timing

  •  Maximize deductions on equipment, vehicles, and fringe benefits

  •  Integrate tax strategy with retirement plans and owner compensation

We don't just prepare returns—we design strategies to grow your business and minimize tax liabilities.

look ahead

Why Choose Strategic Tax Planning?

There’s a big difference between tax preparation and tax strategy. While preparation looks at the past, planning looks ahead.

  •  Minimize tax liability through legal strategies tailored to you

  •  Time income and deductions to your advantage throughout the year

  •  Choose the right entity structure if you're a business owner

  •  Plan for large life events like retirement, real estate transactions, or inheritance

  •  Avoid surprises by estimating and adjusting your tax burden in real time

Who Benefits from Strategic Tax Planning?

Strategic planning isn’t just for big corporations — it’s a smart move for anyone with complex financial needs or long-term goals. Our services are ideal for:

  •  Small and mid-sized business owners

  •  High-income individuals

  •  Independent contractors and freelancers

  •  Real estate investors

  •  Anyone expecting major life changes (retirement, sale of a business, inheritance, etc.)

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how it works

Our Step-by-step Tax Planning Process

Effective tax planning is all about timing, transparency, and staying ahead. You’ll always understand the "why" behind every strategy—no confusing jargon, just smart moves.

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1
Initial Planning Session

We assess your goals, income streams, and risk areas.

2
Strategy Development

Our CPAs build a customized plan with clear action items.

3
Ongoing Review & Adjustments

As life changes, your plan adapts. We provide ongoing check-ins and recommendations.

Get Ahead — Not Caught Off Guard

The tax code is constantly evolving — but that doesn’t mean you have to scramble to keep up. With LeBeau & Associates in your corner, you’ll always be a step ahead, with a clear plan and a trusted advisor by your side.

‍Ready to build a better tax strategy? Contact us today to schedule a consultation and take control of your future.

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