Certified Financial Planner® Professionals · Naples, FL

Keep More
of What You
Earn.

Strategic Tax Planning Inc. goes beyond filing — our Certified Financial Planner® professionals provide an independent review of your tax documents, giving you a strategic second opinion that most firms simply can't offer.

Schedule Your Tax Review Explore Our Services
50+ Years Experience
CFP® Independent Review
Nationwide Clients
50+
Years of Financial Planning Expertise
All
Federal, State & Local Forms Prepared
CFP®
Review on Every Engagement
US
Nationwide Client Service
Why We're Different

A Second Layer
of Financial Expertise

Most tax firms file your return and send you on your way. We add an independent financial planning lens that changes the outcome — year after year.

CFP® Professional Review on Every Engagement

Your tax documents are independently reviewed by Certified Financial Planner® professionals — an objective second opinion that goes far beyond what most tax firms provide.

50+ Years of Expertise

Deep experience across decades of tax and financial planning, serving individuals and businesses of all complexity levels.

Proactive Strategy

We evaluate tax impact before you enter transactions — avoiding liabilities before they're locked in.

All Returns,
All Jurisdictions

Every tax scenario handled with thoroughness and accuracy.

Nationwide Service

No geographic limits — we serve clients across the entire United States.

What We Offer

Services Built Around Your Full Financial Picture

From personal returns to complex multi-state business filings — every engagement receives the same strategic, thorough attention.

Get Started Today
01

Tax Preparation

Accurate, thorough preparation of all federal, state, and local returns — from personal 1040s to complex trust and multi-state filings handled with precision.

1040 Personal Trust Returns Multi-State RITA & Local
02

Tax Planning Services

Forward-looking strategies designed to reduce your tax burden before liabilities arise — not just at filing time.

03

Small Business Strategy Development

Comprehensive tax and financial strategy tailored to the unique challenges and opportunities facing small and medium-sized businesses.

04

Roth IRA Conversion Strategies

Expert guidance on when and how to convert to a Roth IRA to maximize long-term tax efficiency based on your specific situation.

05

Social Security Taxation Reduction

Smart planning to minimize the portion of your Social Security benefits subject to federal and state income tax.

06

Charitable Tax Planning

Structure your giving to amplify both your philanthropic impact and your tax advantages through strategic charitable planning.

07

Corporate & Entity Returns

S-Corps, C-Corps, partnerships, and trusts — we prepare all business entity returns with thoroughness and strategic awareness.

08

Multi-State & Local Tax Filing

Seamless preparation and filing across multiple states, RITA, city, and regional income tax jurisdictions — no matter how complex your footprint.

How We Think

The Strategic Difference

Plan Before You Pay

We evaluate the tax impact of alternative strategies before you enter financial transactions — helping you avoid unnecessary future liabilities before they're locked in.

An Independent Financial Eye

Your tax documents are independently reviewed by Certified Financial Planner® professionals with over 50 years of experience, adding an objective layer of analysis to every engagement.

Holistic, Not Transactional

We prepare your taxes based on your complete financial picture, enabling a more comprehensive approach to long-term tax outcomes — not just this year's return.

Every Form. Every Return.

From personal 1040s to corporate, partnership, trust, and multi-state filings, we prepare all forms of tax returns with the same level of accuracy and care.

Built for Business Owners

We provide superior strategy and consulting to small and medium-sized businesses, aligning tax preparation with the broader goals of your enterprise.

Serving Clients Nationwide

Wherever you are in the United States, you have access to our full suite of tax preparation and planning services — no geographic limits.

Strategic Tax Planning
50+
Years Combined Financial
Planning Experience
About Us

Your Tax Return Is a Financial Planning Instrument. We Treat It Like One.

Strategic Tax Planning Inc. was founded on a powerful conviction: your tax return is a financial planning instrument, not merely a compliance obligation. Our mission has always been to provide a well-rounded approach to tax mitigation — one that goes far beyond crunching numbers and actually puts more of your hard-earned money back where it belongs.

What truly distinguishes us is our integration of tax preparation with certified financial planning expertise. A team of Certified Financial Planner® professionals with over 50 years of collective experience independently reviews every client's tax documents — providing an objective, second-level analysis that the vast majority of tax firms are simply not equipped to deliver.

We serve individuals, professionals, and small and medium-sized businesses throughout the United States — each with the same commitment to strategic thinking, accuracy, and personal attention.

CFP®
Independent Review
All States
US Coverage
Full Suite
Tax Services
Our Process

How We Work

A deliberate, five-step process designed to surface every opportunity and eliminate every avoidable liability.

01

Understand Your Full Picture

We begin by getting a complete view of your income, entities, financial goals, and current tax exposure — the foundation of every smart tax strategy.

02

Independent CFP® Review

Our Certified Financial Planner® professionals independently review your documents to provide an objective analysis and surface opportunities most preparers would miss.

03

Model Your Options

We present alternative strategies and model their tax impact before you commit — so you understand the consequences of financial decisions before you make them.

04

Accurate Preparation & Filing

We prepare all required returns — federal, state, local, and multi-jurisdictional — with meticulous accuracy and close attention to every applicable form.

05

Proactive Year-Round Planning

Tax strategy doesn't end at filing. We work with you throughout the year to stay ahead of future liabilities and keep your plan aligned with your evolving financial life.

Our Approach in Practice

Precision at Every Level

Tax Strategy
Financial Technology
Charitable Planning
Tax Preparation
Common Questions

Frequently Asked Questions

We combine professional tax preparation with independent review by Certified Financial Planner® professionals — adding a second layer of financial analysis that most firms don't offer. Our proactive approach means we look at your tax situation strategically all year long, not just at filing time.

No — we serve clients throughout the United States. Regardless of where you're located, you have full access to our tax preparation and planning services.

We prepare all forms of tax returns: personal 1040s, corporate S and C returns, partnerships, trusts, state and multi-state income tax, city, regional, RITA filings, and all other federal forms.

Absolutely. Proactive, year-round tax planning is central to what we do. We help you evaluate the tax impact of financial decisions before you make them, so you avoid unintended future liabilities.

Yes — we provide specialized strategy development and consulting for small and medium-sized businesses, including entity returns, long-term tax planning, and financial statement preparation.

A Roth IRA conversion moves assets from a traditional IRA to a Roth IRA. Done strategically, it can significantly reduce your lifetime tax burden. We analyze your specific situation to determine whether and when conversion makes sense for you.

Yes. We offer charitable tax planning strategies designed to help you structure your giving in ways that maximize both your philanthropic goals and your available tax benefits.

Get Started

Ready to Keep More
of What You Earn?

Schedule a consultation today. Our team will review your tax situation, identify strategic opportunities, and show you exactly how we can help you achieve better tax outcomes — year after year.

Schedule Your Tax Review (239) 653-7812
Phone
(239) 653-7812
Email
ed@stpi.email
Location
Naples, FL
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