Strategic Tax Planning

What Strategic Tax Planning does

Strategic Tax Planning is a Maryland-licensed CPA firm (License #44976) headquartered at 839 Bestgate Road in Annapolis that specializes in tax credit optimization, with concentrated focus on Employee Retention Credit (ERC) claims, R&D tax credits (Section 174 substantiation), international tax compliance (FATCA/FBAR, transfer pricing), fixed-asset and cost-segregation studies, and 45L/179D energy-efficiency incentives for U.S. SMBs. The firm is led by Managing Director Matt Eddleman (Enrolled Agent, ~20 years of tax-controversy experience and self-described as one of the nation's leading ERC authorities), supported by three Tax Directors — Joan Leanos (CPA/MST, 40+ years), Michael W. Brewer (CPA, 30 years; former Director of Internal Audit at US Foodservice and lead manager on the Enron Task Force), and Erin Savery (CPA/MST; previously drove $20M+ of direct cash savings and managed a $60M+ tax-incentives portfolio at a multi-billion-dollar firm) — along with Matt Costa (CPA/CFP, ex-RSM Manager) and Reid Burrows (JD, Lead Tax Research Associate).

The service portfolio spans tax planning and controversy, R&D credits, ERC eligibility analysis and audit defense, business valuation, succession planning, litigation support, M&A advisory, business law, accounting, and personal financial consulting. Verticals served include COVID-impacted ERC-eligible industries (20+ segments spanning dental, home care, cannabis, restaurants, gyms, nonprofits, construction, hospitality, and more), manufacturing & distribution, construction & real estate, international tax clients, and non-profits. Distribution is via a consultative sales motion with complimentary consultations and free eligibility analyses, supplemented by content marketing (blog/resources, R&D calculator, SEO), email newsletters, LinkedIn/Facebook presence, and six association partnerships (American Dental Association, AICPA, Home Care Association of America, Texas Health Care Association, Academy of General Dentistry, Louisiana Assisted Living Association).

Revenue mechanics are predominantly fee-based professional services billed on engagement scope; the firm recently introduced its first productized offering — FileForms, a self-serve BOI (Beneficial Ownership Information) compliance platform priced at $299 per entity one-time or $249/year per entity on a 2-year subscription minimum. Headcount sits at 51-100 employees; firmographics list 2022 as the founding year though the firm's CPA license, marketing assets, and prior staff awards (2014 Smart CEO Power Players; 2017 SmartVault Nice List Rising Star) suggest operational roots that predate the firmographics date. There is no disclosed funding, no parent company, and no app, public API, or AI/ML capability.

Name

Strategic Tax Planning

Legal name

Strategic Tax Planning

Website

https://strategictaxplanning.net

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

51–100 employees

Short description

Strategic Tax Planning is a Maryland-licensed CPA firm (Annapolis) delivering ERC claims, R&D and energy-efficiency tax credits, international tax compliance, and business advisory (valuation, M&A, succession) to U.S. SMBs across 20+ industry verticals.

Ownership category

akta.pro rank

Product category

Tax Advisory and Compliance Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940), Other Accounting Services (541219)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Tax-Aware Investment Planning (FSAEAAAE), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax credit advisory
• Employee retention credit
• R&D tax credits
• Cost segregation studies
• International tax compliance

Headquarters

HQ city

Annapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Tax Services: Fee-based consulting and advisory services for tax planning, R&D tax credits, ERC claims, international tax compliance, fixed assets, business valuation, succession planning, and M&A advisory.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Strategic Tax Planning is a Maryland-licensed CPA firm that delivers specialized tax credit, incentive, and advisory services to US businesses and individuals. Its core offerings include Employee Retention Credit (ERC) claims and audit defense, R&D tax credit studies, fixed-asset accelerated deductions and cost segregation, international tax compliance, business valuation, succession planning, M&A advisory, litigation support, and business law services. It also operates a self-service Beneficial Ownership Information (BOI) filing product (FileForms) for FinCEN reporting, sold as a one-time filing or annual subscription.

Product overview

Strategic Tax Planning is a Maryland-based CPA firm offering a comprehensive portfolio of tax planning, credits, and business consulting services through a team of licensed CPAs, Enrolled Agents, CFPs, and tax professionals. The service portfolio centers on core tax offerings (Tax Planning & Controversy, R&D Tax Credits, Fixed Assets, International Tax, Credits/Incentives/Grants) combined with specialized ERC services (ERC Audit Defense, Employee Retention Credit claims), business consulting (Valuation, Succession Planning, Litigation Support, M&A Advisory, Business Law), and a self-service BOI filing platform (FileForms). The company also provides industry-specific services for manufacturing, construction, real estate, hospitality, nonprofits, and 20+ ERC-eligible sectors. A free R&D Calculator tool supports lead qualification.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Tax Controversy Tailored tax strategies for specific situations to lower tax liability and maximize benefits, including representation during IRS audits and examinations, for businesses and individuals.
• Research and Development Tax Credit Identification of qualifying R&D activities and Section 174 cost substantiation to help businesses claim R&D tax credits and reduce tax liability.
• Fixed Assets - Repairs & Dispositions Comprehensive review of taxpayer-owned property to identify accelerated deductions for renovations, repairs, and similar projects that are often overlooked.
• Fixed Assets - Cost Segregation Cost segregation studies that accelerate deductions associated with buildings purchased or self-constructed for business use or investment.
• ERC Audit Defense Options exploration and IRS audit representation to safeguard ERC claims and the companies that filed them.
• Business & Personal Financial Consulting Personalized financial planning and investment exploration services delivered by Certified Financial Planners (CFPs) for businesses and individuals.
• Accounting & Advisory Services Financial analysis and clarity services to support informed decision-making for business growth.
• International Tax Services Comprehensive solutions for individuals and businesses with global interests, including FATCA/FBAR filing, tax treaty analysis, transfer pricing studies, and cross-border tax planning.
• Credits, Incentives, & Grants Discovery of federal/state tax credits, grants, and financial incentives tailored to unique business profiles, including industry-specific opportunities and employee-based benefits.
• Section 45L and 179D Energy Efficiency Incentives Tax credit (up to $5,000 per unit) for energy-efficient residential buildings and deduction for commercial buildings exceeding baseline energy efficiency standards.
• Employee Retention Credit (ERC) Tax savings for businesses that retained employees during the COVID-19 pandemic, including recovery startup business eligibility for businesses started after February 15, 2020.
• Do-It-Yourself BOI Filing (FileForms) Self-guided Beneficial Ownership Information Report filing service with automated data collection, secure storage, and FinCEN submission. One-time filing at $299 per entity; unlimited filing subscription at $249 per year per entity with a 2-year minimum commitment.
• The Corporate Transparency Act (CTA) / BOIR Compliance Compliance solutions aligning businesses with the Corporate Transparency Act's new Beneficial Ownership Information reporting requirements.
• Business Consulting Comprehensive consulting solutions including financial planning, tax planning, succession planning, partnership planning, business valuation, litigation support, and M&A advisory.
• Succession Planning Strategies to secure business legacy and ensure smooth ownership transitions, including successor identification, valuation, divestiture planning, and talent development.
• Business Valuation Accurate business valuations using DCF analysis, market comparison, transaction multiples, and asset-based methods for sales, investments, estate planning, and dispute resolution.
• Litigation Support Financial clarity services for legal challenges including damage calculations, expert witness testimony, financial investigations, discovery management, and alternative dispute resolution.
• Mergers & Acquisitions Advisory Full-cycle M&A support from transaction structuring and due diligence through valuation, tax planning, HR integration, and post-merger integration.
• Business Law Services Legal support including contract negotiation, employment law consultation, real estate transactions, vendor contract management, intellectual property protection, consumer protection compliance, and M&A legal support.

Quantifiable outcome

• $20M+ in direct cash savings for clients
• +3 more outcomes

Segments8 records

Ideal customer profiles9 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor.

• American Dental AssociationminorOthersProfessional association partnership providing tax guidance resources to ADA members seeking ERC and other tax credits for dental practices.
• AICPAminorOthersAmerican Institute of Certified Public Accountants membership and collaboration, reinforcing professional credibility and standards.
• Home Care Association of AmericaminorOthersPartnership providing ERC and tax planning guidance to home care providers affected by COVID-19 restrictions.
• Academy of General DentistryminorOthersProfessional association partnership offering tax credit guidance to general dentistry practices.
• Louisiana Assisted Living AssociationminorOthersPartnership providing ERC and tax planning services to assisted living facilities in Louisiana.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Ryan, LLC: Specialty tax services firm and one of the largest dedicated tax credit and incentives practices in the US, with deep R&D credits, cost segregation, and IRS controversy offerings that directly overlap Strategic Tax Planning's core services.
• KBKG: Nationally focused tax advisory firm specializing exclusively in R&D tax credits, cost segregation, and other credits/incentives — a direct specialty competitor to Strategic Tax Planning's R&D and fixed asset practices.
• Alliant Group (now part of Ryan): Historically one of the largest US specialty tax credit firms focused on R&D credits, ERC, and incentives for SMBs — a direct specialty competitor to Strategic Tax Planning's tax credit practice.

Broad incumbents

• Deloitte: Big Four firm with comprehensive tax services including R&D credits, international tax, and M&A advisory — represents the upper-end competitive threat for larger Strategic Tax Planning engagements.
• RSM US: Top-5 national advisory and accounting firm with a substantial middle-market tax credit practice (R&D, ERC, cost segregation). Matt Costa, a current Strategic Tax Planning consultant, previously managed at RSM, evidencing direct talent flow between the firms.
• BDO USA: Top-10 global accounting network offering R&D tax credit studies, international tax, and business advisory services that overlap with Strategic Tax Planning's middle-market offering.

Regional players

• Cherry Bekaert: Top-25 US accounting firm with a dedicated Tax Credits & Incentives practice (R&D, cost segregation, credits), serving middle-market clients comparable to Strategic Tax Planning's target market.
• Eide Bailly: Top-20 regional CPA firm with a dedicated tax credit and incentives practice, comparable in size and middle-market focus to Strategic Tax Planning.
• Withum: Mid-Atlantic-based top-30 CPA and advisory firm with a strong tax credit and business advisory practice, competing for the same Annapolis/Mid-Atlantic clientele.

Others

• FileForms: If distinct from Strategic Tax Planning's branded FileForms product, this category represents adjacent compliance software vendors in the BOI/Corporate Transparency Act space that compete with the firm's self-service software offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/StrategicTaxPlanning?mibextid=LQQJ4d
• LinkedInlinkedin.com/company/strategictaxplanning

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Strategic Tax Planning