Business Advisory Services near Phoenix AZ

Proactive Business Solutions For Growth

Empower your business with our tailored advisory services. Discover growth strategies, streamline operations, and enhance overall performance with I-Taxplan.

Get the Pro-active Tax Strategy You Deserve

Outsource Your Accounting & Tax our Team.

Get Tax Resolution That Actually Works

Boost Your Business Growth

Lead Your Market With Solutions That Work.

Develop a clear, actionable business plan with us. Our strategic insights help you set achievable goals, ensuring your business thrives in today's competitive market.

Enlist Our Tax Strategists & Certified Public Accountants

Get an Experienced Accounting & Tax Strategy Team

Build a more profitable & scalable business with accounting services from I-Taxplan.

Javier Gonzalez
Co Founder and Chief Tax Strategist

Javier Gonzalez brings two decades of SAAS industry prowess, specializing in marketing automation and driving business growth. A seasoned tax plan strategist, he's propelled over 500 firms to $1M revenue milestones and has facilitated CPA firms in saving their clients over $200M in taxes. Javier's acumen also shines in Charitable Financing, where he guides businesses in impactful giving. His dedication to client success has established him as a trusted advisor for robust business expansion.

Michael Diyanni
Finance Attorney

Michael Diyanni's journey began in the US Air Force as a KC-135 Flying Crew Chief, serving in three conflicts, including Kosovo, Afghanistan, and Iraq. A finance alumnus of Ohio State University, he further honed his expertise in finance at his family's home-building business before pursuing law with a finance focus at the University of San Diego and Stetson University. His studies led him to the Cayman Islands, where he was among the first U.S. law students at Truman Bodden Law School. This experience sparked his interest in financial product development, leveraging the Cayman Islands' status as a hedge fund hub.

Renato Vanzella
VP of Marketing

Renato excels in elevating business revenues through expertly crafted digital marketing campaigns. His approach merges data analytics with creative strategy, tailored to meet unique business needs. As a digital trendsetter, Renato's commitment to innovation and clear communication makes him an invaluable partner in achieving distinct marketing objectives and revenue growth.

Christopher Bushong
Tax and Estate Planning Attorney

Chris Bushong combines his background as an economist and legal expertise to offer sophisticated tax and estate planning solutions. With a record of crafting strategies that drive tax efficiencies into the billions, Chris delivers corporate-level counsel to SMBs and high net worth individuals, enabling savvy investment and wealth preservation.

Michael DiBernardo
CPA MST

Mike DiBernardo is a Certified Public Accountant specializing in tax and accounting solutions for small businesses. As a Certified Tax Coach, he is highly skilled in tax planning and creates sophisticated strategies to minimize taxes for businesses and their owners.

Jafet Martínez Molina
Finance Attorney

Jafet Martínez Molina is a Magna Cum Laude JD/MBA graduate from the University of Puerto Rico Río Piedras. He is a Puerto Rico attorney with experience as a Judicial Law Clerk for the Court of Appeals of Puerto Rico and a Law Clerk for Monserrate, Simonet & Gierbolini. He also worked as a Legal Research Assistant for the University of Puerto Rico and a Paralegal for Seed Law LLC.In addition, Jafet was a Fellow at the Cyberlaw Clinic at Berkman Klein Center for Internet & Society at Harvard University, where he prepared motions and conducted research on Contract Law, Cyber Law, Intellectual Property Law, and First Amendment law for clients and policy review.Jafet is fully bilingual in English and Spanish and has critical thinking and problem-solving skills.He is proficient in using LexisNexis, Westlaw, Microjuris, Clio Legal Software, Microsoft Office, Trello, Google & Microsoft environments. He has experience in legal research, team building, and management, and is a technological innovator for productivity. Jafet has a Conflict Resolution and Mediation Certification and is a Federal Bar Association – Puerto Rico Chapter member.

Streamline Your Operations.

Optimize for Peak Performance.

Revamp your operational processes with our expert guidance. We help identify inefficiencies, streamline workflows, and boost productivity, driving your business towards greater success.

Business Growth, Expertly Guided.

Discover how I-Taxplan’s business advisory services can elevate your business with tailored strategies, expert insights, and proactive support for sustainable growth and success.

Customized Growth Strategies.

Tailor-made strategies that align with your unique business goals. Our advisory services focus on crafting bespoke solutions to drive your business forward, ensuring long-term growth and success.

Expert Market Insights.

Gain a competitive edge with our deep market insights. Our team of experts keeps you informed about the latest trends and developments, enabling informed decision-making for your business.

Proactive Business Planning.

Stay ahead with proactive business planning. We provide forward-thinking advice and planning tools, helping you anticipate changes and adapt quickly for continued business resilience and prosperity.

Grow Beyond Boundaries.

Strategies for Market Expansion.

Explore new market opportunities confidently with our support. We assist in market analysis, entry strategies, and sustainable growth plans to broaden your business horizons.

Expert Business Advisory: From Miami to San Diego.

Strategic Guidance for Business Growth.

At I-Taxplan, we provide expert business advisory services, guiding clients from Miami to San Diego through every phase of business growth.

Our approach combines deep industry insights with tailored strategies, ensuring personalized and effective guidance.

Our expertise is particularly valuable in critical business decisions like succession planning, business sales, and choosing the right structure.

We partner closely with businesses, understanding their unique challenges and opportunities.

Our collaboration begins with understanding your goals, forming the basis of our customized strategies.

Our experienced advisors apply the latest industry knowledge and effective planning tools to address your specific business needs.

Beyond strategy development, we focus on empowering you with knowledge for effective business management.

We aim to build a strong foundation for your business's future growth and stability.

Choose I-Taxplan for reliable, expert business advisory services.

Schedule your consultation today.

Solutions, Not Surprises.

Tax & Accounting Solutions For Scalable Business Growth.

We offer a complete range of services tailored to meet the tax, accounting, & advisory needs of small businesses. Our comprehensive solutions save you valuable time and money, allowing you to prioritize what truly matters for your business.

Business Advisory

Empower your business with our tailored advisory services. Discover growth strategies, streamline operations, and enhance overall performance with I-Taxplan.

Business Tax Preparation

Streamline tax preparation for your business with I-Taxplan. Efficient, accurate, and stress-free tax handling tailored to your needs.

Tax Resolution Services

Get expert help with tax problems. Our team makes tax resolution simple and stress-free. Start fixing your tax issues today.

Puerto Rico Act 60

Gain a strategic advantage in your taxes with I-Taxplan. Puerto Rico Act 60 offers a pathway to significant savings and growth.

Estate Planning

Secure your legacy with I-Taxplan's custom estate planning services, ensuring a lasting impact and peace of mind for generations.

Tax Planning

I-Taxplan's proactive tax planning empowers you with strategies to minimize liabilities and reach your business goals with smart savings.

FAQs

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Can I-Tax Plan help me with an IRS audit or tax dispute?

Yes, our experienced tax professionals are well-equipped to represent you before the IRS and state tax agencies. We can help you resolve tax disputes, negotiate settlements, and secure favorable outcomes to get you back on track quickly.


How often should I meet with my tax advisor?

We recommend meeting with your tax advisor at least quarterly to review your financial situation, discuss any changes, and ensure that your tax planning strategies remain aligned with your goals. However, you are welcome to schedule additional meetings or consultations as needed.


Will my financial information be secure with I-Taxplan?

Absolutely. Your privacy and the security of your financial information are our top priorities. We employ state-of-the-art security measures to protect your sensitive data and maintain strict confidentiality in all our interactions.


What sets I-Taxplan apart from other tax advisory services?

I-Tax Plan focuses specifically on providing customized tax planning solutions for high-income individuals and small businesses. Our team of experienced tax professionals and financial advisors offers specialized expertise, personalized strategies, proactive communication, and a commitment to secure and confidential handling of your financial information.


What can I expect during the consultation?

Our tax professional will discuss your financial situation, tax concerns, and goals during the consultation. We will assess your needs and determine how our services can best help you achieve your objectives. The consultation allows you to ask any questions and learn more about our tailored tax planning solutions.


How do I schedule a consultation?

To schedule a free consultation with one of our tax professionals, simply click the "Book a free consultation!" below or email info@itaxplan.com


Who can benefit from I-Taxplan services?

High-income individuals and small businesses seeking to optimize their tax savings, minimize tax liabilities, and improve their overall financial health can benefit from our expert tax planning and advisory services.


What services does I-Taxplan offer?

I-Taxplan provides tax planning solutions tailored specifically for high-income individuals and small businesses. Our services include tax planning and strategy, tax compliance and preparation, financial and business advisory, and IRS representation and tax resolution.


Still have questions?

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Local Expertise, Nationwide Reach.

Serving You Where It Matters.

I-Tax Plan is proud to offer premier CPA and tax services across key locations. From the vibrant streets of Miami to the bustling hubs of San Diego, our expertise is just around the corner. Explore our services in your area and connect with local tax professionals dedicated to your financial success.

Take Advantage of Every Tax Loophole.

We're relentless in our pursuit of tax loopholes and strategies that position you for optimum savings.