Tax Planning Services
Smart Strategies. Real Savings. Year-Round Guidance.
At Cayden Financial Group, we believe tax planning isn’t just a once-a-year task—it’s a year-round opportunity to reduce your tax burden, maximize deductions, and build long-term financial success. Our proactive tax planning services are designed for individuals, small businesses, real estate investors, and U.S. expatriates who want to stay ahead of the IRS and make the most of every dollar.
Our Tax Planning Services Include:
Individual Tax Strategy
- Maximize deductions and credits (home office, child tax credit, education)
- Plan around life changes: marriage, new job, home purchase, retirement
- Roth conversions and retirement account optimization
Small Business Tax Planning
- Quarterly tax projections and estimated payments
- Entity selection (LLC, S Corp, C Corp) for tax efficiency
- Section 179 & bonus depreciation strategies
- Owner compensation and fringe benefit planning
Expatriate Tax Planning
- Optimize use of Foreign Earned Income Exclusion (FEIE) vs. Foreign Tax Credit (FTC)
- FBAR and FATCA compliance strategies
- Avoid double taxation with tax treaty planning
Totalization agreement guidance for self-employed expats
Real Estate Tax Strategy & 1031 Exchanges
- Capital gains deferral using Like-Kind Exchanges
- Cost segregation studies for depreciation acceleration
- Passive loss planning and real estate professional status
Year-End and Quarterly Planning
- Review income, expenses, and investment activity
- End-of-year tax moves to lock in savings
- Adjust withholding and estimated payments