tax planning

Smart Tax Strategies from Idaho CPAs Who Think Ahead

Smart tax planning isn't just about April 15, it's a year-round strategy that can help you keep more of what you earn. At LeBeau & Associates, our CPAs specialize in proactive planning that aligns with your goals, whether you're growing a business, managing wealth, or preparing for retirement.

looking ahead

Tailored Tax Planning for Every Stage

We don’t do cookie-cutter advice. Whether you’re in Idaho or elsewhere, our planning services are built around what matters most to you:

For individuals
  • Retirement planning and tax-smart investments

  • Income timing and charitable giving strategies

  • Education credits and health savings plans

For Business Owners
  • Entity selection and reorganization strategies

  • Section 179 and bonus depreciation planning

  • Owner compensation and fringe benefit optimization

For High-Income Earners
  • AMT mitigation and multi-state considerations

  • Trust, estate, and generational wealth strategies

  • Audit risk reduction and long-term compliance

Tax Planning
look ahead

Why Choose Professional 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

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.

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.

Let’s Plan Ahead, Together

Ready to take control of your tax future? LeBeau & Associates is here to guide you through every season with clarity and confidence.