Individual Tax Planning Services by Hopkins CPA
Most high earners pay $15,000 to $50,000 more in taxes than they should, year after year.
Hopkins CPA Firm solves this with individual tax planning services that protect your wealth before tax season arrives. Our team includes former IRS agents with 150+ years of combined experience, so our clients save thousands on their tax bills while staying 100% compliant.
What Individual Tax Planning Services Include
Our individual tax planning services build year-round strategies so you keep more money in your pocket.
Strategic Tax Planning for Individuals
Smart tax planning goes on all-year, not just in April.
We review your complete financial situation to spot opportunities the average preparer misses.
- Your business income, investments, real estate holdings, and retirement accounts all interact.
- A bonus at work could push you into a higher bracket.
- Selling stock at the wrong time costs you capital gains.
We map these connections months before they hit your return. Then we build a multi-year strategy that reduces your tax burden legally and safely.
Tax Optimization for Maximum Savings
Tax optimization is paying your fair share and nothing more. We use every legal strategy to reduce your liability.
Business owners get additional strategies that save clients $15,000 to $50,000 annually. Sometimes more!
Entity Structure and Tax Efficiency
Your company might be your biggest asset, and the IRS knows it. Our estate tax planning services are specifically for business owners because standard approaches fail when a company is involved.
For multi-generational businesses, we implement:
- Buy-sell agreements funded with life insurance to provide liquidity
- Intentionally defective grantor trusts (IDGTs) that freeze values and shift growth to heirs
- Qualified personal residence trusts (QPRTs) that remove homes from taxable estates
- Section 2036(c) planning to avoid IRS challenges
Our team has former IRS agents and advanced tax planners; we know what the IRS looks for and how to document transactions properly.
Why Choose Hopkins CPA For Your Estate Tax Planning Services
Our estate tax planning services save you hundreds of thousands of dollars.
Over 30 Years of Expertise in Estate Tax Planning Services
Our team at Hopkins CPA Firm has been solving complex tax problems for decades. Joe Hopkins brings 30+ years as a CPA and former CFO. He understands both sides (how wealth is built and how the IRS tries to tax it).
This inside knowledge gives you an advantage most families don't have.
Trusted by Families and Individuals Nationwide
We've resolved 10,000+ IRS cases and saved clients over $50 million in penalties. Our estate tax planning services serve families in Texas and all 49 states.
Families trust us because we deliver results without excuses. When we say a strategy will save you $200,000 in estate taxes, we show you the exact calculations.
Proven Track Record in Reducing Estate Tax Liabilities
Our strategies work because we built them through real cases.
Each estate tax planning service plan includes a written projection showing tax savings over 10, 20, and 30 years and annual reviews to catch planning opportunities before they expire.
Don’t let the IRS take 40% of what your family deserves.
Hopkins CPA Firm’s estate tax planning services have saved families millions in unnecessary taxes. Your consultation starts with an honest assessment of where you are and where you need to be.
What Our Clients Say
Other Relevant Tax Services
Business Tax Planning Services
Reduce business taxes through entity selection, retirement plan design, and operational strategies. We find deductions others miss, cut tax bills legally and permanently.
Personal Tax Planning Services
Reduce your personal income taxes with investment planning, retirement account strategies, and maximize deductions.
Individual Tax Planning Services
From high-income professionals to retirees, we build tax plans that fit your life stage. We handle everything from estimated tax payments to multi-state income sourcing.
Tax Planning for Business Owners
Combine business and personal strategies to maximize wealth retention. Our team coordinates all aspects so nothing falls through the cracks to the IRS.
Estate Planning Services
We work with your attorney to create wills, trusts, powers of attorney, and healthcare directives that protect your family legally and financially.
Retirement Planning Services
We help you choose between traditional and Roth options. We show you how to withdraw funds from IRAs, 401(k)s, and Social Security in the order that saves the most tax.
Request a Consultation with Hopkins CPA Firm
Stop paying more estate tax than necessary. Hopkins CPA’s team of former IRS agents and advanced tax strategists will analyze your estate and create a custom plan that protects your wealth.
Our estate tax planning services work for estates from $1 million to $100 million. If you have assets worth protecting, we can help you protect them.
