Minimize Liability. Maximize Opportunity. Scale with Intention.

Advanced Tax Planning for Business Owners Who Think Ahead

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At First Tax Service, we believe tax strategy should support your growth—not just keep you compliant. Our advanced tax planning services are designed for business owners who want to build smarter, optimize their cash flow, and make strategic decisions year-round. Whether you're running a multi-million dollar manufacturing company or scaling a personal brand, we work alongside you to make the most of every move.

Led by advisor Anh Nguyen, we serve as both strategist and financial coach—helping clients think holistically about income, entity structure, deductions, and long-term planning. You won’t find any one-size-fits-all tax tricks here. Just thoughtful, proactive guidance grounded in your real numbers, goals, and business model.

Tax Planning Designed for Growth-Stage Businesses

Our clients are often past the DIY phase. You’re earning real revenue, juggling multiple income streams, or managing a growing team—and you want to make sure your tax strategy keeps pace. We build a tax plan that fits your business now, while preparing you for what's next.

Our advanced tax planning services include:

  • Year-round tax strategy and check-ins

  • Entity structure review and optimization (LLC, S Corp, multi-entity, etc.)

  • Owner compensation planning

  • Retirement plan analysis and contribution strategy

  • Real-time income forecasting and estimated tax planning

  • Tax optimization for manufacturers and content-driven brands

  • Coordination with business bookkeeping and payroll

We also review your past filings to identify missed opportunities, and help you avoid surprises when it's time to file.

Tailored to How You Operate

For manufacturers, our tax strategies focus on inventory treatment, depreciation, cost tracking, and owner draw planning. For entertainers, coaches, and brand-driven entrepreneurs, we look at digital product income, contractor expenses, and how to tie your personal and business finances together responsibly.

Because we already know your books, your team, and your goals (through our controller or fractional CFO support), we can design and implement tax strategies that fit seamlessly into how you operate.

Build Wealth with a Strategy, Not Just a Spreadsheet

Tax planning isn’t just about saving money—it’s about making better business decisions. With First Tax Service, you get a partner who sees the big picture and helps you align your tax strategy with your future.

📞 Ready to plan ahead and keep more of what you earn?

Contact us today to learn how our advanced tax planning services in San Jose can help you grow with confidence and intention.