Tax Planning Professionals

What Tax Planning Professionals does

Tax Planning Professionals Inc. is a privately held, family-owned tax planning firm headquartered in Auburn, California, with a secondary office in Grass Valley. The firm is led by George Graziano, CPA, and operates with a team of four professionals: a CPA heading the practice, an IRS-authorized Enrolled Agent (credentialed since 2009), a Masters in Accounting preparer/reviewer (joined September 2025), and an office manager. Tax Planning Professionals serves small business owners and individuals in Northern California's Sierra Nevada foothills, providing proactive year-round tax planning and tax saving strategies rather than purely seasonal compliance work. The firm integrates tax planning into clients' broader business and financial planning processes and markets a defined playbook of strategies that includes income splitting, deferral across tax years, pension plan contributions, tax-exempt investments, and structured deductions for items such as vacation homes. Beyond core planning, the firm offers modular add-ons for estate, gift, investment, retirement distribution, and small business tax planning, plus IRS representation through its Enrolled Agent. There is no proprietary technology platform; service delivery is fee-based, relationship-driven, and executed through the two physical offices, phone, and email. The firm is bootstrapped with no external investors, no disclosed revenue, and no indications of funding, acquisition, or geographic expansion beyond its current Northern California footprint.

Name

Tax Planning Professionals

Legal name

Tax Planning Professionals Inc.

Website

https://taxplanpros.biz

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Tax Planning Professionals Inc. is a privately held, family-owned tax firm based in Auburn, California. It offers proactive tax planning, tax saving strategies, and IRS representation services to small business owners and individuals across Northern California's Sierra Nevada foothills region.

Ownership category

akta.pro rank

Product category

Tax Planning Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax planning services
• Tax preparation
• Small business tax
• Estate tax planning
• IRS representation

Headquarters

HQ city

Auburn

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Tax Planning and Preparation Services: Professional tax planning and preparation services for businesses and individuals. Services include proactive tax saving strategies, year-round tax management, and integration of tax planning into overall financial planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Tax Planning Professionals provides year-round proactive tax planning and tax preparation services for small business owners and individuals, integrating legitimate tax minimization strategies (income splitting, income/expense deferral, pension planning, tax-exempt investments, estate and gift planning) into clients' overall financial plans. The firm also delivers IRS representation services covering examinations, collections, and appeals, leveraging in-house Enrolled Agent credentials alongside its CPA-led tax planning practice.

Product overview

Tax Planning Professionals offers a unified tax planning and preparation service for individuals and small business owners. The core offering centers on Tax Planning Services supported by Tax Saving Strategies, which include income splitting, deferral techniques, pension planning, and tax-exempt investments. The firm provides specialized modules for estate tax planning, gift tax planning, investment tax planning, retirement distribution planning, small business tax planning, and IRS representation. The company integrates tax planning into overall financial planning rather than focusing solely on compliance.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning Services Proactive, year-round tax planning for small business owners and individuals that integrates tax strategy into the client's overall financial plan, including legitimate tax minimization techniques such as income splitting, income and expense deferral, pension planning, and tax-exempt investment selection.
• Estate Tax Planning Tax planning service focused on minimizing federal and state estate tax exposure for individuals and households with accumulated assets, integrated with the firm's overall lifetime tax planning approach.
• Gift Tax Planning Tax planning service addressing lifetime gift transfers, gift tax exemptions, and structuring of gifts to minimize transfer tax exposure for individuals and households.
• Investment Tax Planning Tax planning service focused on tax-efficient investment selection and structuring, including tax-exempt investment strategies, to minimize tax drag on client portfolios.
• Retirement Distribution Tax Planning Tax planning service addressing the tax treatment of retirement account distributions, pension income, and related strategies to minimize lifetime tax on retirement assets.
• Small Business Tax Planning Tax planning service tailored to small business owners, integrating business entity structure, income and expense timing, retirement plans, and owner compensation strategy to minimize overall tax burden.
• Tax Preparation Services Annual and ongoing federal and state tax return preparation services for individuals and small businesses, delivered in coordination with the firm's year-round tax planning engagements.
• IRS Examination Representation Authorized representation before the Internal Revenue Service during tax examinations and audits, provided by the firm's Enrolled Agent-credentialed staff.
• IRS Collection Representation Authorized representation before the Internal Revenue Service in collection matters, addressing back taxes, liens, levies, and installment arrangements.
• IRS Appeals Representation Authorized representation before the Internal Revenue Service in appeals proceedings, including preparation and submission of appeals documentation on behalf of the taxpayer.

Quantifiable outcome

• Clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies

Segments1 record

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Regional players

• Moss Adams: Large West Coast-based accounting and tax advisory firm with offices across California, Oregon, and Washington. Comparable as a regionally anchored CPA firm that competes for higher-end small business tax planning engagements in the same Northern California market.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm with strong presence in the West and Midwest serving small to mid-sized businesses. Comparable because it offers tax planning and advisory services for closely held businesses in similar geographies to Tax Planning Professionals' clients.

Broad incumbents

• Jackson Hewitt: National tax preparation franchise serving individuals and small businesses through retail and online channels. Comparable as another incumbent mass-market tax preparer competing for the same small-business client base, though lighter on proactive planning.
• Andersen Tax (Andersen): National/global tax and advisory firm providing individual and business tax planning services. Comparable as a higher-end tax planning alternative that could attract small business owners scaling beyond a local firm like Tax Planning Professionals.
• BDO USA: Top-tier US accounting and tax advisory firm with significant private client and small business tax practices. Comparable as a broad incumbent offering tax planning, estate, and business advisory services that compete for the upper end of Tax Planning Professionals' small business owner segment.
• H&R Block: National tax preparation chain with retail offices and digital products serving individuals and small businesses. Comparable as the dominant incumbent in small-business and individual tax preparation, against which Tax Planning Professionals differentiates via year-round advisory depth.
• Liberty Tax: Franchised tax preparation chain offering individual and small business returns. Comparable as a retail-channel competitor for the small business / individual tax segment in California.

Emerging players

• Pilot: Tech-enabled bookkeeping, tax, and CFO services platform aimed at small businesses and startups. Comparable as a technology-delivered tax and accounting offering competing for the same small business owner segment via a different (software-led) delivery model.
• Bench: Online bookkeeping and tax service platform for small businesses with dedicated accountants and software. Comparable because it bundles tax preparation with ongoing bookkeeping for small businesses, an offering that overlaps with Tax Planning Professionals' integrated planning approach.

Direct peers

• 1-800Accountant: Virtual accounting and tax services firm serving small businesses and entrepreneurs across the US with dedicated tax planning. Comparable to Tax Planning Professionals because both target small business owners with proactive, planning-led tax services rather than only seasonal compliance.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tax Planning Professionals