Tax Planning
Strategic Tax Planning for a Smarter Financial Future
At CEY Tax and Accounting Services Inc., we believe in proactive tax planning to help our clients minimize their tax burden and maximize their financial potential. By analyzing your current financial situation and anticipating future tax obligations, we develop tailored strategies that align with your long-term goals—whether that’s optimizing retirement savings, managing investments, or navigating life changes such as buying a home or starting a business.
What We Offer?
- Capital gains and investment income planning
- ESPP adjustments and stock option strategies
- Tax optimization for installment sales and rental income
- Multi-state tax planning and pass-through entity structuring
- Retirement planning with tax-efficient contribution strategies
- Strategic use of foreign tax credits and exclusions
- Investment alignment with long-term tax savings
- Year-round guidance for estimated payments and cash flow management
Specialized Support for International Clients
We provide in-depth guidance to U.S. residents, dual citizens, and expats with foreign income or cross-border interests. Our international tax planning includes:
- Foreign Earned Income Exclusion (FEIE)
- Foreign Tax Credits (Form 1116)
- FBAR & FATCA compliance (Forms 114 & 8938)
- Controlled Foreign Corporation (CFC) planning (Forms 5471 & 5472)
Our Life-Centered Planning
- Marriage & Filing Status Optimization
- Homeownership & Real Estate Transactions
- Starting or Expanding a Business
- Children & Education Planning
- Job Changes & Relocation
- Retirement & Estate Planning
“Smart tax planning turns obligations into opportunities.”
Schedule a Consultation
The best time to plan for taxes is before you file. At Cey Tax & Accounting Services Inc. we turn complexity into clarity—helping you plan ahead, make informed financial decisions, and keep more of what you earn.
👉 Schedule your tax planning consultation today and take control of your financial future with confidence.