Secure your legacy with I-Taxplan's custom estate planning services, ensuring a lasting impact and peace of mind for generations.
Get the Pro-active Tax Strategy You Deserve
Outsource Your Accounting & Tax our Team.
Get Tax Resolution That Actually Works
Our expert planning reduces your estate's tax burden, maximizing the inheritance for your heirs. Start with our comprehensive estate analysis.
Build a more profitable & scalable business with accounting services from I-Taxplan.
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'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 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.
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.
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 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.
We prepare for every scenario. If you’re unable to manage your estate, we ensure your affairs are handled as you wish. Secure your estate's future now.
Discover the benefits of tailored estate planning with I-Taxplan. We ensure your wishes are honored, your assets are protected, and your family’s future is secure.
Every family is unique. We craft personalized estate plans that reflect your specific needs and goals, ensuring your legacy is preserved exactly as you envision.
Protect your hard-earned assets from legal complexities. Our expert team navigates the intricacies of estate law to safeguard what matters most to you.
Make informed decisions about your future health care. We help you set up advanced directives and health care proxies, giving you control over your medical future.
Our integrated approach combines estate and tax planning, offering a streamlined and effective strategy for your assets. Connect with us for a cohesive plan.
Estate planning isn't just about what happens after you're gone.
It's about making sure everything you've worked for is taken care of the way you want.
That's where we come in.
At I-Taxplan, we make estate planning simple and clear.
We know talking about the future can be tough, but we're here to guide you every step of the way.
Our team helps you set up everything from Wills to Trusts and Power of Attorney.
We'll make sure your wishes are set in stone, so you can have peace of mind knowing your loved ones are taken care of.
It's more than just paperwork. It's about making sure your kids, your assets, and even your health care choices are secure, no matter what.
With I-Taxplan, you get a tailored plan that fits your life perfectly.
Don't leave your legacy to chance.
Let's make a plan that reflects what's important to you.
Get started with I-Taxplan today with a complimentary consultation and feel confident about your future.
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.
Empower your business with our tailored advisory services. Discover growth strategies, streamline operations, and enhance overall performance with I-Taxplan.
Streamline tax preparation for your business with I-Taxplan. Efficient, accurate, and stress-free tax handling tailored to your needs.
Get expert help with tax problems. Our team makes tax resolution simple and stress-free. Start fixing your tax issues today.
Gain a strategic advantage in your taxes with I-Taxplan. Puerto Rico Act 60 offers a pathway to significant savings and growth.
Secure your legacy with I-Taxplan's custom estate planning services, ensuring a lasting impact and peace of mind for generations.
I-Taxplan's proactive tax planning empowers you with strategies to minimize liabilities and reach your business goals with smart savings.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
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.
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.
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.
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.
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.
To schedule a free consultation with one of our tax professionals, simply click the "Book a free consultation!" below or email info@itaxplan.com
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.
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.
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.
We're relentless in our pursuit of tax loopholes and strategies that position you for optimum savings.