Proactive Tax Planning That Saves You Money
Don’t wait for tax season. We help you plan ahead, reduce liability, and keep more of what you earn with year-round strategies tailored to you.
Why Most People Pay More Than They Should
Taxes aren’t just about filing forms — they’re about planning ahead.
Last-Minute Planning
Waiting until April means missed opportunities and higher tax bills.
Unclaimed Deductions
Expenses and credits go unused without a strategy in place.
Wrong Entity Type
LLC vs. S-Corp vs. C-Corp—choosing poorly can cost thousands.
Quarterly Surprises
No estimated-tax plan = penalties and cash-flow shocks.
Year-Round Tax Planning That Actually Moves the Needle
We build a custom plan and meet throughout the year to keep you optimized.
Deduction & Credit Strategy
Documented plan to capture every eligible deduction and credit.
- Home office, vehicle, and travel
- Education & energy credits
- Industry-specific opportunities
Entity & Compensation
Select the right structure and pay yourself the smart way.
- LLC vs. S-Corp vs. C-Corp
- Reasonable compensation guidance
- Owner draws vs. payroll
Quarterly Estimates
Safe-harbor calculations to avoid penalties and surprises.
- Projected income & withholdings
- Quarterly payment reminders
- Cash-flow planning
Retirement & Benefits
Use pre-tax savings to lower your liability and build wealth.
- IRA, SEP, SIMPLE, Solo 401(k)
- HSA & FSA strategies
- Employer benefit design
Recordkeeping & Audit Readiness
Systems to substantiate deductions and stay organized year-round.
- Receipt capture workflows
- Mileage/expense tracking
- Document retention policy
Quarterly Reviews
We meet, adjust the plan, and update projections as things change.
- KPI & variance review
- Mid-year optimization
- Year-end clean-up
Our Simple Planning Process
Clarity, action, and measurable results—without the jargon.
Goals, income sources, and pain points.
Entity, deductions, estimates, and timelines.
We set up systems and execute action items.
Quarterly check-ins and year-end wrap-up.
Plan Ahead. Pay Less. Sleep Better.
Start your tax plan today and keep more of what you earn—every year.
Epic Taxes provides proactive tax planning services in Miami for individuals, LLCs, S-Corps, and C-Corporations. We optimize deductions and credits, design entity and compensation strategies, calculate quarterly estimates, and deliver year-round guidance.