STOP GUESSING ABOUT YOUR TAXES
- shaybachelder
- Jul 7
- 2 min read
Casler Financaial is excited to announce:
Year-Round Tax Planning Memberships
Proactive tax guidance designed to help you keep more of what you earn.
Tax Preparation Looks Back.
Once your tax return is filed, most opportunities to reduce your tax bill have already passed.
Tax Planning Looks Ahead.
At Casler Financial, we help business owners and individuals make smarter financial decisions before the year is over—when those decisions can still make a difference.
Whether you're growing a business, investing in real estate, planning for retirement, or simply tired of writing large checks to the IRS, our Year-Round Tax Planning Memberships provide proactive guidance every step of the way.
Imagine Having...
✔ Confidence that you're setting aside the right amount for taxes.
✔ A trusted advisor to call before making major financial decisions.
✔ Fewer surprises at tax time.
✔ Personalized strategies designed to legally reduce your tax liability.
✔ A clear action plan instead of last-minute scrambling.
Choose the Level of Support That's Right for You
Essential Tax Planning
Perfect for individuals, self-employed professionals, and small business owners who want to dive deeper and explore tax savings opportunities but may not be at a place yet where they are ready to implement.
Includes:
• Initial Planning Consultation
• Tax Savings Recommendations
• Email Support for Tax Questions
Starting at $150/month ($1500 per year if paid in full)
Growth Tax Planning
Designed for growing businesses that want ongoing tax strategy and accountability.
Includes everything in Essential, plus:
• Quarterly Planning Meetings
• Estimated Tax Monitoring/Calculations
• Business Strategy Discussions
• Retirement & Entity Planning
• Priority Email Support
Starting at $200/month ($2,000 per year if paid in full)
Strategic Tax Advisory
For established business owners seeking a long-term tax advisor.
Includes everything in Growth, plus:
• Advanced Tax Strategies
• Multiple Tax Projections
• Coordination with Your Financial Advisor & Attorney
• Complex Tax Planning
• Priority Scheduling & Advisor Access
Starting at $300/month ($3,000 per year if paid in full)
Need Help With Just One Project?
We also offer one-time tax planning services, including:
• S Corporation Analysis & Election
• Quarterly Tax Projections
• Accountable Plan Setup
• Reasonable Compensation Reviews
• Tax Return Reviews & Second Opinions
• Retirement & Roth Conversion Planning
• Real Estate Tax Planning
…and more.
Let's Build a Tax Strategy That Works for You.
Don't wait until tax season to discover what could have been done differently.
Schedule your Tax Planning Consultation today.
*All tax planning memberships also qualify you for a discount on tax preparation services.
Casler Financial
Helping clients make confident financial decisions year-round.
📞 (971) 359.8087
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