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Tax Plan Strategists LLC

Tax Plan Strategists LLC

Houston, Texas
1
Certified Advisor
1
Location

ROI Scoreboard

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Avg. Savings
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ROI Multiple
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Plans Delivered
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Clients Served

Performance metrics coming soon

About Tax Plan Strategists LLC

Advanced Tax Planning for High Earners Who Want to Build Lasting Wealth

Certified Maverick Strategists

1 Certified
Jerry Pani, MA, MBA, FCCA

Jerry Pani, MA, MBA, FCCA

Houston, Texas

Specializations

Industry Focus
Real EstateHealthcareTech/SaaSE-Commerce
Strategy Expertise
Cost SegregationR&D Credits1031 ExchangeQSBS
Entity Structures
S-CorpLLCC-CorpPartnership

Detailed specializations coming soon

Verification Status

License Verified
E&O Insured
Peer Reviewed
Background Check

Verification badges coming soon

Contact Firm

Headquarters

Houston, Texas

Certified Maverick Firm
1 certified strategist on staff