Tax Strategy & Tax Planning

Smarter Tax Solutions. Strategic Year-Round Guidance.

At DTAS | Downtown Tax and Accounting Services, LLC, we go beyond tax preparation—we help you plan with purpose. Our proactive, year-round approach to tax strategy ensures that individuals and businesses stay ahead of the curve. Whether you are expanding your business, managing real estate investments, or building generational wealth, we work with you to reduce tax liabilities, avoid costly surprises, and align your financial decisions with your long-term goals.

Effective tax planning matters. It allows you to lower your effective tax rate, maximize deductions and credits, and make confident decisions with clarity and intention. With deep expertise in multi-entity structures, real estate, contract work, agriculture, and high-growth entrepreneurship, we tailor every strategy to your unique circumstances. We also ensure full compliance with ever-changing tax laws—so you can focus on building, expanding, and investing in what matters most.

Let us build a smarter tax future—together.

Schule Tax Planning Session

At DTAS | Downtown Tax and Accounting Services, LLC, tax planning is not just a year-end exercise—it’s an ongoing strategy. We believe that effective planning means more than minimizing today’s tax bill; it’s about shaping tomorrow’s opportunities. Whether you are growing a business, investing in real estate, or building generational wealth, we help you reduce liabilities, stay compliant, and align your financial decisions with your long-term goals.

Integrated & Forward-Looking

We use fully integrated systems that connect your tax preparation, bookkeeping, and planning into one streamlined process. This allows us to model different financial scenarios, show you the tax impact before decisions are made, and keep your strategy up-to-date with your real-time numbers.

Exclusive to Our Clients

Our tax planning services are available only to clients who already engage us for tax preparation or a combination of tax and bookkeeping services. By working from complete and accurate financial data, we can deliver insights that are proactive, precise, and personalized.

Built on Industry-Leading Tools

  • Create multi-year projections to help you anticipate and plan for future liabilities.
  • Run “what-if” scenarios to measure the tax impact of key financial decisions.
  • Model entity changes, investment strategies, and major purchases with confidence.
  • Keep your tax plan updated year-round as your business and personal circumstances evolve.

Our Tax Strategy and Tax Planning Services:

At DTAS | Downtown Tax and Accounting Services, LLC, we believe that tax planning is not an expense—it’s an investment. A well-designed tax plan pays for itself many times over by reducing liabilities, capturing missed opportunities, and helping you make smarter financial decisions.

Our clients find that:

  • The Savings Outweigh the Cost — The cost of tax planning is consistently less than the tax savings we uncover. Our strategies are designed to put money back in your pocket.
  • Fewer Surprises, More Control — Instead of reacting at tax time, you’ll know your expected liability in advance and have strategies in place to minimize it.
  • Maximized Deductions & Credits — We help you identify every opportunity allowed under current tax law, ensuring nothing is left on the table.
  • Long-Term Impact — By planning across multiple years, we help you lower your effective tax rate, preserve more of your income, and reinvest in what matters most.

The DTAS Difference:

At DTAS | Downtown Tax and Accounting Services, we take a proactive approach that sets us apart from traditional firms. Many firms limit their role to preparing returns—we go further by giving you clarity and strategy throughout the year.

Our clients appreciate that we are:

  • Integration-Focused — Our systems all communicate with one another, ensuring accurate data flows seamlessly between your books, your tax return, and your forward-looking plan.
  • Proactive & Strategic — We don’t just report what happened; we help you prepare for what’s ahead, giving you time to act before it’s too late.
  • Holistic in Approach — We consider the whole picture—your business, personal finances, and long-term goals—to create a 360° strategy that supports sustainable success.
  • Continuously Educated — Our founder, Collier Brown, EA, actively pursues continuing education and advanced tax planning seminars to bring clients the most current strategies available.

Why Tax Planning Matters: