CPA-Led Planning That Prevents IRS Problems Before They Start

At Boulanger CPA and Consulting PC, tax planning isn’t a quick calculator exercise or a one-time spreadsheet. It’s a strategy-first process rooted in deep IRS enforcement experience — designed to keep you compliant, protected, and confident year after year.

Whether you’re a business owner, high-income individual, or someone recovering from past tax issues, we’ll help you stay ahead of problems and reduce your tax burden the smart way.

Who We Serve

  • Business owners with pass-through income (S corps, partnerships, Schedule C)
  • High-income W-2 earners with stock, RSUs, or multi-state income
  • Self-employed professionals and 1099 contractors
  • Real estate investors and landlords
  • Clients who’ve resolved past IRS issues and want to stay compliant
  • Taxpayers seeking to avoid large surprises at tax time

Why Strategic Tax Planning Matters

Tax planning isn’t just about reducing what you owe — it’s about:

  • Avoiding underpayment penalties
  • Structuring income and deductions to reduce audit risk
  • Staying eligible for IRS resolution programs (OIC, CNC, etc.)
  • Making confident business and financial decisions

We’ve seen how poor planning leads to enforcement. Our job is to keep you in control — with a proactive tax strategy that adjusts with your financial life.

What’s Included in Tax Planning

One-Time Planning Engagement ($950–$1,750)

  • Prior-year return review
  • Income projection and tax liability estimate
  • Estimated payment and withholding recommendations
  • S corp vs. sole prop entity structure review
  • Audit exposure check and IRS red flag review

Annual Planning Package ($3,500+/year)

  • Initial strategy consultation and return review
  • Custom tax strategy blueprint
  • Quarterly check-ins and updates
  • Unlimited tax-related support during the year
  • Optional coordination with your tax prep or resolution services

What’s Not Included

  • Promised “guaranteed savings” or tax shelter schemes
  • Cookie-cutter PDF reports or AI-generated plans
  • Bookkeeping or accounting services (available separately)
  • Clients who are not committed to long-term compliance

Strategic Add-Ons

  • Reasonable compensation analysis for S corp owners
  • Retirement plan selection for tax deferral
  • Contractor classification and 1099 compliance review
  • IRS audit checklist and exposure scoring

Why Clients Choose Boulanger CPA

  • Licensed California CPA with tax-only specialization
  • Audit-aware and IRS resolution-focused
  • Flat-fee pricing — no hourly surprises
  • Trusted by business owners, professionals, and investors

Ready to Build Your Tax Strategy?

If you’re tired of surprise tax bills, IRS anxiety, or reactive tax decisions — we’ll help you take control. Our planning process is CPA-led and built around long-term strategy.

📞 Call (657) 218-5700 or Schedule Your Confidential Consultation

Frequently Asked Questions

How much does tax planning cost?

One-time planning starts at $950. Annual planning packages range from $3,500 to $5,000 depending on income structure, business involvement, and support needs.

Do you include tax prep with planning?

We offer bundled options that include both CPA-prepared returns and strategic planning. Tax prep is also available separately for existing planning or resolution clients.

Can I use your planning if I already have a bookkeeper or accountant?

Yes. Many clients work with us for strategy and keep their existing accounting team. We’re happy to collaborate or recommend a transition if appropriate.

What if I’ve had IRS problems before?

That’s exactly why our planning is different. We review your transcript history, prior enforcement activity, and settlement eligibility as part of your tax plan.

Is this only for business owners?

No. We also work with W-2 earners, real estate investors, and anyone with complex income, large deductions, or prior compliance concerns.