Strategic Tax Savings
Built Around Your Unique Situation
Smarter Structuring
Designed to Reduce Unnecessary Tax Burden
Long-Term ROI
Through Palmers Stretegic Tax Planning
-The Real Problem
Most High Earners Don't Have a Tax Problem. They Have a Tax Planning Problem.
Your CPA is doing their job — filing accurately. But accurate isn’t the same as optimized. By the time April arrives, the window to change your outcome is already closed.
“Real” tax planning isn’t simply taking a client’s financial information and dropping it into a computerized tax return preparation program."pliers."
— Scotty Palmer, Founder
Your CPA files your return. Nobody is planning it.
Filing is looking backward at what already happened. Planning is working the numbers before December 31st, when they can still move.
You find out your tax bill in April — when it's too late.
By the time you see the number, every strategy that could have changed it has expired. Proactive planning happens during the year.
You're using 3 or 4 strategies. There are over 130.
Most CPAs rely on the same handful of deductions. A strategic planner analyzes your entire picture against a full strategy library.
-The Real Problem
Most High Earners Don't Have a Tax Problem. They Have a Tax Planning Problem.
Your CPA is doing their job — filing accurately. But accurate isn’t the same as optimized. By the time April arrives, the window to change your outcome is already closed.
“Real” tax planning isn’t simply taking a client’s financial information and dropping it into a computerized tax return preparation program."pliers."
— Scotty Palmer, Founder
Over 130 Strategies.
Most CPAs Use a Handful.
These are just a few of the tax strategies we analyze against every client’s income, entity structure, investments, and long-term goals.
§1202 QSBS
IRC §1202401(h) Medical Plan
IRC §401(h)STR Loophole
IRC §469R&D Tax Credit
IRC §41Cost Segregation
IRC §168PTET Election
State §PTETDefined Benefit Plan
IRC §412Charitable Remainder Trust
IRC §664Qualified Opportunity Zone
IRC §1400ZHiring Children
IRC §3121Oil & Gas IDCs
IRC §263(c)Captive Insurance
IRC §831(b)Backdoor Roth
IRC §408AAugusta Rule
IRC §280ACash Balance Plan
IRC §412S-Corp Optimization
IRC §1361Installment Sale
IRC §453Conservation Easement
IRC §170(h)DISC Structure
IRC §991Qualified Retirement Plans
IRC §401(k)+ 110 More Strategies
These are only a small sample of the opportunities available. Every client receives a customized review based on their specific income sources, business structure, investments, and long-term goals.
What applies to a physician may be completely different from what applies to a real estate investor, business owner, executive, or entrepreneur planning an exit. Your strategy plan is built specifically around your situation—not a one-size-fits-all approach.
“Real” tax planning isn’t simply taking a client’s financial information and dropping it into a computerized tax return preparation program."pliers."
— Scotty Palmer, Founder
How It Works
We Engineer Your Tax Situation
Before the Year Closes
Analyze
We review your prior-year return and current situation — income, entity structure, real estate, retirement accounts — against 130+ planning strategies.
Plan
We build a custom strategy plan outlining every opportunity that fits your specific situation, with clear implementation steps and projected impact.
Implement
We execute the strategies and coordinate with your existing advisors, attorneys, and CPAs — you don't have to choose between us.
Who We Help
Built for High Income Earners Who Are Tired of Overpaying Taxes
Business Owners
$300K+ in business income. S-Corp, LLC, or C-Corp with an active operation and room to optimize.
- Contractors
- Construction Companies
- Manufacturing Businesses
- Professional Service Firms
- Marketing Agencies
- IT Companies
- E-commerce Businesses
Healthcare Professionals
High W-2 or self-employed income. Often under-served by traditional CPAs on the planning side..
- Physicians
- Dentists
- Orthodontists
- Surgeons
- Veterinarians
- Medical Practice Owners
Real Estate Investors
Rental property portfolios, STR operators, and developers with depreciation and passive loss opportunitie
- Landlords
- Property Developers
- House Flippers
- STR/Airbnb Owners
- Commercial Real Estate Investors
Corporate Executives
$300K+ in business income. S-Corp, LLC, or C-Corp with an active operation and room to optimize.
- C-Suite Executives
- Senior Managers
- Directors
- Equity Compensation Recipients
Entrepreneurs
- Startup Founders
- SaaS Owners
- Agency Owners
- Online Business Owners
- Franchise Owners
Our Services
Future-Proof Palmers Stretegic Advisors for Modern Business Tax Planning & Advisory Services
Strategic Tax Planning
Proactive year-round tax planning designed to legally minimize tax liability and maximize wealth retention.
- Personalized Tax Reduction Strategies
- Multi-Year Tax Planning
- Federal & State Tax Planning
- Income Shifting Strategies
- Tax Liability Forecasting
- Year-End Tax Planning
- Tax Efficiency Reviews
- Tax Optimization Consulting
Business Tax Planning
Helping business owners structure operations for maximum tax efficiency.
- S-Corp Tax Optimization
- LLC Tax Planning
- C-Corporation Tax Strategies
- Entity Structure Analysis
- Business Expense Optimization
- Business Succession Planning
- Corporate Tax Advisory
- Pass-Through Entity Tax (PTET) Planning
- Profit Distribution Planning
High-Income Earner Tax Planning
Specialized planning for individuals earning $300K+ annually.
- Executive Tax Planning
- Deferred Compensation Strategies
- Bonus & Incentive Compensation Planning
- Equity Compensation Planning
- Restricted Stock Unit (RSU) Planning
- Stock Option Tax Planning
- Capital Gains Reduction Strategies
- Alternative Minimum Tax (AMT) Planning
Real Estate Tax Planning
Advanced tax strategies for investors, landlords, and developers
- Cost Segregation Studies
- Depreciation Optimization
- Passive Activity Loss Planning
- Short-Term Rental Tax Strategies
- 1031 Exchange Planning
- Real Estate Professional Status Analysis
- Opportunity Zone Investments
- Rental Property Tax Planning
- Property Acquisition & Exit Planning
Retirement & Wealth Preservation Planning
Reduce taxes while building long-term wealth.
- 401(k) Optimization
- Cash Balance Plans
- Defined Benefit Plans
- SEP IRA Planning
- Solo 401(k) Planning
- Roth Conversion Strategies
- Backdoor Roth IRA
- Mega Backdoor Roth Planning
- Retirement Income Tax Planning
Family Tax Planning
Strategies designed to benefit family-owned businesses and high-net-worth households.
- Family Employment Strategies
- Hiring Children in the Business
- Family Income Shifting
- Education Savings Planning
- Estate Tax Reduction Strategies
- Trust Tax Planning
- Wealth Transfer Planning
- Gift Tax Planning
Business Exit & Succession Planning
Tax-efficient strategies for business sales and ownership transitions.
- Business Sale Tax Planning
- Exit Strategy Development
- Installment Sale Planning
- Qualified Small Business Stock (QSBS) Planning
- Pre-Sale Restructuring
- Business Valuation Coordination
- Capital Gains Minimization
- Succession Tax Planning
Advanced Tax Strategies
For business owners and high-net-worth individuals seeking sophisticated planning opportunities.
- Qualified Opportunity Zones (QOZ)
- Charitable Remainder Trusts (CRT)
- Captive Insurance Strategies
- Conservation Easements
- Domestic International Sales Corporation (DISC)
- Oil & Gas Tax Incentives
- R&D Tax Credits
- Section 179 & Bonus Depreciation Planning
- Tax Credit Identification
Tax Compliance & Review Services
Ensuring compliance while uncovering opportunities for savings.
- Tax Return Reviews
- Second Opinion Tax Analysis
- IRS Compliance Reviews
- Tax Risk Assessments
- Prior-Year Return Analysis
- Multi-State Tax Review
- Estimated Tax Planning
- Audit Readiness Reviews
Physician & Medical Professional Tax Planning
Tailored strategies for doctors, dentists, surgeons, and healthcare professionals.
- Practice Structure Optimization
- Medical Practice Tax Planning
- Retirement Plan Design
- Equipment Deduction Planning
- Real Estate Ownership Strategies
- Income Diversification Planning
- Partnership Tax Advisory
Executive & Professional Tax Planning
Designed for executives, attorneys, consultants, engineers, and other professionals.
- RSU & Stock Option Planning
- Executive Compensation Planning
- Deferred Compensation Strategies
- Partnership Income Planning
- Tax-Efficient Investment Strategies
- Bonus Planning
- State Tax Residency Planning
IRS Representation & Tax Resolution
Professional support when dealing with the IRS.
- IRS Notice Response
- Audit Representation
- Tax Debt Resolution
- Penalty Abatement
- Installment Agreements
- Offer in Compromise Analysis
- Tax Compliance Recovery
- Back Tax Filing Assistance
The Free Assessment
Your Free Tax Planning Assessment
30 Minutes Directly With Scotty — a Licensed CPA
Not handed off to a sales rep or junior associate. You meet 1-on-1 with the CPA. High earners deserve direct access.
Prior-Year Return Review
We analyze your prior-year return against our full strategy library to find what others have missed.
Analysis Across 130+ Planning Strategies
Not a handful — the full library, filtered to your specific income type, entity, and situation.
Written Proposal Outlining Your Opportunities
A documented plan showing exactly which strategies fit your situation. You walk away with something tangible.
Clear Implementation Quote — Only If You Choose to Proceed
Zero obligation. Zero pressure. A quote is only provided if implementation makes sense for your situation.
FREE
Completely free. Zero obligation.
No pitch. No pressure.
⏳ Limited availability — only a small number of complimentary assessments are offered each quarter. Spots go to those who act early.
About
Build For $300K+ Earners & Business Owners
Scotty Palmer is a Georgia-licensed CPA with over a decade of experience working with high income earners and business owners. He founded Palmer’s Strategic Tax because he kept seeing the same problem: smart, successful people overpaying the IRS year after year — not because their CPA was bad, but because nobody was doing the proactive planning work that happens between January and December.
When you book an assessment with Palmer’s Strategic Tax, you get Scotty directly. Not a sales rep. Not a junior associate. The licensed CPA who built the practice and knows every strategy in the library.
“High earners work too hard for too long to hand over more than they legally have to. My job is to make sure they don’t.”
“Real” tax planning isn’t simply taking a client’s financial information and dropping it into a computerized tax return preparation program."
— Scotty Palmer, Founder
FAQ
Tax FAQ — Built for $30K+ Business Owners
We help $30K+ business owners identify tax inefficiencies early, reduce unnecessary tax leakage, and implement simple, scalable tax strategies that protect cash flow as their business grows.
Most small business owners overpay taxes because they rely solely on year-end tax filing instead of proactive planning throughout the year. By the time tax season arrives, many opportunities to reduce taxes have already been missed.
Our Approach Helps You:
- ✅ Reduce taxable income legally and strategically
- ✅ Capture deductions and credits commonly overlooked
- ✅ Improve monthly cash flow visibility and planning
- ✅ Avoid costly tax mistakes as your business scales
- ✅ Structure your business for long-term tax efficiency
- ✅ Make informed financial decisions year-round
This isn’t complex corporate advisory designed for Fortune 500 companies. It’s practical, straightforward tax strategy built specifically for growing business owners who want to keep more of what they earn and reinvest more back into their business.
This is for $30K+ business owners who want to reduce taxes, improve cash flow, and operate with clearer financial control as they scale.
- Bookkeeper: Records past transactions
- CPA: Handles taxes and compliance
- CFO Advisory: Helps you make strategic financial decisions and plan ahead
This service focuses on future growth and profitability, not just past data.
No. Most of our clients are already making money — they’re just losing more than necessary to taxes, inefficiencies, and missed planning opportunities.
Bookkeepers record transactions and CPAs file taxes. We focus on proactive strategy — reducing taxes and improving financial outcomes before year-end, not after.
We use a structured planning approach that identifies savings opportunities, improves financial visibility, and helps you keep more profit throughout the year.
Some improvements can be identified immediately, while full tax optimization strategies typically show impact within the first 30–90 days
Our primary focus is not revenue generation — it’s profit retention. However, better cash flow and financial clarity often support smarter growth decisions.
Results vary, but clients typically see reduced tax liability, improved cash flow control, and clearer financial decision-making within the first cycle.
Pricing depends on business size and complexity. We only recommend working together if the projected savings and value exceed the investment.
No. We work alongside your existing CPA or bookkeeper to add a strategic layer they typically don’t provide.