Our Services

Asset Protection Services

Business Tax Planning Services

Real Financial Security with Asset Protection Strategies

When it comes to financial security, one of the best things you can do for yourself, your family, or your business is to develop a solid asset protection plan. At The Tax Planning Pros, we build meticulous and comprehensive asset protection strategies for each client based on their current portfolio and future goals.


To ensure that your assets are protected you need an entire team of tax planning experts on your side to create a strategic plan. You never know what life may throw at you and you definitely don't want to wait until it's too late to try and formulate an asset protection strategy. Get in touch with us by clicking the link below and get a free consultation with no-obligation to work with us.

Set Up a Strategy Meeting Today

How We Can Help

At The Tax Planning Pros, our team of experienced tax professionals can help you develop a customized asset protection plan that revolves around your unique financial situation. We'll work with you to identify your assets and determine the best ways to protect them. Possible options include:

  • Setting up trusts
  • Establishing LLCs or other business entities
  • Transferring ownership of assets to family members or other trusted parties
  • Maximizing the use of insurance
By identifying your assets, understanding your risks, and developing a comprehensive plan, we can help you rest easy knowing that your assets are well-protected.

Our Wide Array of Asset Protection Services Includes:

Risk Assessment

We’ll work with you to identify your risks and determine your exposure.

Entity Selection

Our team will help you choose the right business entity to protect your assets, whether it’s an LLC, corporation, or partnership.

Asset Protection Planning

We’ll develop a customized asset protection plan that considers your unique financial situation.

Entity Formation

Our team will help you set up your business entity, including LLCs, corporations, and partnerships.

Business Succession Planning

We can help you plan for the future by ensuring that your business is in good hands should anything happen to you.

FAQ's

Frequently Asked Tax Preparation Questions

  • What are tax planning services, and why are they important?

    Tax planning services are strategies and techniques used to minimize tax liability by taking advantage of available tax deductions, credits, and exemptions. Tax planning can involve analyzing income and expenses, understanding tax laws and regulations, and developing strategies to minimize tax liabilities while maximizing financial goals. Tax planning services are important because they can help individuals and businesses save money on taxes, increase their financial security, and achieve their long-term financial goals.

  • What is the difference between tax planning services and tax consulting services?

    Tax planning services are focused on developing strategies and techniques to minimize tax liabilities while maximizing financial goals. Tax consulting services, on the other hand, provide guidance and advice on tax-related matters, such as tax compliance, tax audits, and tax disputes. Tax consulting services can help individuals and businesses understand their tax obligations, navigate complex tax laws and regulations, and make informed decisions about tax-related issues.

  • Are there any free asset protection services available?

    Sure, here’s some free advice. Don’t show off your wealth! Would you rather look wealthy or actually be wealthy? You’re putting yourself at risk when you flaunt your wealth from people who are looking for rich people to sue. That being said, if you’re looking for asset protection services, contact us and schedule a free consultation today! 

  • Is a retirement account an asset protection strategy?

    Yes, it definitely is. Retirement planning is one of the asset protection services that we offer. We offer consultation to determine exactly what level of protection that a retirement account will offer you depending on which state that you live in. If you’d like to learn more specific to your situation, please schedule a free consultation with us today! 

Get Asset Protection Services That Work

Once we have provided your business, individually, or family with asset protections strategies, we then implement the asset protection services that we can offer you. Depending on the type of asset, there are a number of different options to choose from, but we will inform you of each strategic option so that you can make the most informed decision possible. 



For example, once we have performed your risk assessment that identifies your level of risk and exposure, we can help you select a business entity that's right for you. We'll help you set up your business entity to protect your assets from being liable in certain life events. We walk you through the entity formation and full asset protection plan moving forward. If you're interested in learning more, schedule a free, no-obligation meeting with us to discuss your new asset protection plan. 

Set Up a Strategy Meeting Today
Ready to Get Started?

Work With Us to Create Your Asset Protection Strategy

Whether you're looking to protect your assets, your company's financial interests, or both, through our comprehensive asset protection services, we can help you design an exhaustive asset protection strategy that meets all of your needs.

If you're ready to start safeguarding your wealth, contact The Tax Planning Pros today and let us help you get started on the path to financial security with a free consultation.

Set Up a Strategy Meeting Today