Alpharetta CPA Tax Experts
Vincent Keith Everson, CPA, LLC
Tax Planning: How we do it
Why Proactive Tax Planning Matters
Effective tax planning is more than filing returns on time—it’s a year-round strategy to:
Minimize tax liabilities through income structuring and timing of expenses
Maximize deductions & credits you qualify for, from education credits to business expenses
Align your financial goals with tax-efficient strategies that grow your after-tax wealth
Partnering with an experienced Alpharetta CPA ensures you stay compliant while keeping more money where it belongs—in your pocket.
Our Proven Tax Planning Process
1. Comprehensive Needs Assessment
Review current and projected income streams
Analyze past returns for missed opportunities
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2. Goal & Risk Evaluation
Identify short- and long-term financial milestones
Assess risk tolerance and cash-flow requirements
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3. Customized Strategy Development
Income deferral, accelerated deductions, entity structuring
Leverage specialized credits (R&D, energy, education)
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4. Implementation & Monitoring
Coordinate with your financial advisors to execute plans
Ongoing reviews to adjust strategies as laws or circumstances change
Tailored Solutions for Every Client
Individual Tax Planning
Retirement account contributions & distributions
Capital gains harvesting & loss harvesting
Education savings plans & credits
Small Business Tax Planning
Entity selection & quarterly projections
R&D credit optimization
Section 179 & bonus depreciation strategies
Corporate Tax Planning
Multistate apportionment
Executive compensation planning
Mergers, acquisitions & exit strategies
Why Choose Vincent Keith Everson, CPA, LLC?
Local Expertise: Deep knowledge of Georgia and federal tax codes
Personalized Service: Dedicated CPA who knows your name—not just your number
Proactive Communication: Regular check-ins to adapt as legislation evolves
Transparent Pricing: Clear engagement letters with no hidden fees​
Ready to Optimize Your Taxes?
Schedule your free introductory consultation today to explore a tailored tax planning strategy that safeguards your wealth and positions you for long-term success.
Book Your Free Consultation |+1 (678)-566-3580 | Vincent@VincentKeithEversonCPALLC.com
The end goal of tax planning is to achieve complete tax efficiency, which simplifies and plans out the operation of your business so that you have achieved the maximum possible deductions and credits you are legally allowed to receive. Tax planning is a proactive way for you to maximize the amount of money you have after paying your taxes as you will be working from the start of the fiscal year till the end of that fiscal year to meticulously choose actions that will qualify you for the most tax deductions and credits possible.
Tax planning is more effective the longer it is in place, as the entire premise is to actively work with the client throughout the fiscal year to discuss all possible options that could help increase deductions and credits. You will have complete control over how in-depth you want your tax planning. Whether you only want to plan a fiscal quarter, a month, or even a year, it is entirely up to you. Also, any advice we give you will be advice; if you don't feel that some particular advice aligns with you at the time, it would be completely fine not to take it as you have the final say.