Expert Business Tax Services & Strategic Tax Planning in Lantana Tx

Welcome to Lantana, TX—a master-planned community where professionals, executives, and entrepreneurs thrive. If you live in Lantana and earn over $200K annually through business, real estate, or high-level employment, there's a good chance you’re paying too much in taxes.


At The Tax Planning Pros, we specialize in advanced tax reduction strategies for individuals and families like yours.


Why Lantana Residents Choose The Tax Planning Pros

Lantana is known for its luxury homes, family-oriented lifestyle, and residents who demand excellence—not just in where they live, but in how they manage their finances.


Whether you're a business owner scaling up, a 1099 contractor, or a real estate investor with growing assets, we help you:


โœ… Keep more of what you earn

โœ… Minimize your tax liability—legally and proactively

โœ… Position your income and investments for long-term success


High-Income Tax Services for Lantana, TX


๐Ÿ“Š Comprehensive Tax Strategy Development


๐Ÿงพ Business Entity Structuring (LLC, S-Corp, C-Corp)


๐Ÿ˜๏ธ Real Estate & Cost Segregation Planning


๐Ÿ›ก๏ธ Asset Protection & Exit Planning


๐Ÿ”„ Year-Round Advisory Services


Our clients typically save tens of thousands of dollars each year using our proven, IRS-compliant strategies.


Built for Entrepreneurs, Investors, and Wealth Builders


We proudly serve:


Business Owners & Founders


High-Income W-2 & 1099 Professionals


Real Estate Investors & Developers


Medical & Legal Professionals


Growing Families Focused on Wealth Preservation


If you’re earning big but keeping less than you should, we’ll help you change that.


Schedule Your Free Strategy Session Today


Lantana residents are driven, successful, and forward-thinking—just like our clients. Don’t let another year go by without a tax strategy that works in your favor.


๐Ÿ“ž Book your free consultation with The Tax Planning Pros and find out how much you could be saving.

Top Strategies

What We Provide You

Wealth Preservation

We don’t only want you to preserve your wealth but to create a long term generational wealth legacy for you and your family. At The Tax Planning Pros we strive for excellence in preserving your wealth and helping you keep as much of your hard earned money as possible.

Proactive Tax Planning

We don’t only want you to preserve your wealth but to create a long term generational wealth legacy for you and your family. At The Tax Planning Pros we strive for excellence in preserving your wealth and helping you keep as much of your hard earned money as possible.

Business Growth

We don’t only want you to preserve your wealth but to create a long term generational wealth legacy for you and your family. At The Tax Planning Pros we strive for excellence in preserving your wealth and helping you keep as much of your hard earned money as possible.

Client Testimonials

Discover What Our Clients

Have To Say About Their

Experience With Us

Jeff and his team offer a wide variety of resources and professionals. I appreciate the tax planning aspect and overall business review. They are efficient with communications and procedures. The bottom line of also realizing tax savings is a definite bonus.

Lynn Pender

Tru Blue Construction

Lynn Pender

Ready To Get Started?

Schedule an Introductory Strategy Session today

Here at The Tax Planning Pros, we have seen it all and done it all when it comes to helping individual investors, families and businesses with their tax planning strategies.


We have the best certified tax strategists in the country ready to be proactive for you to ensure that you are getting the most out of your tax filings and saving the most money possible.