Business Tax Planning

Smart business owners know that every financial move they make today will inevitably have tax consequences tomorrow. Since the overall tax burden is one of the top expenses a company faces, tax planning should be a priority in your financial planning process.

Tax law is complex, but every change presents a new opportunity for Yeo & Yeo clients – an opportunity to be proactive and minimize taxes.

Strategic Tax Planning

By asking the right questions and developing an understanding of your company’s unique needs, we are able to consider all possible tax planning strategies. Yeo & Yeo’s Tax Services Group takes an active role in your tax planning by providing information and recommendations that will benefit your business.

As trusted business advisors, we offer specialized tax planning services including:

With your personal and business goals in mind, Yeo & Yeo is with you every step of the way.

Ready to Get Started?

Contact Us Today To Speak With One Of Our Professionals

David Jewell

David Jewell


CPAs & Advisors

Our CPA at Yeo & Yeo has been our tax expert since the very beginning, and we always meet with her to talk about different aspects of how we should run the business to take advantage of tax laws and make sure we're doing things the right way. They have been with us step for step the entire time we've been in business.

Mark Co-founder and Principal

Financial Institutions

Yeo & Yeo has been a trusted advisor for us. It’s not because they can do the tax return and help us with our ESOP. It’s that whole next step which is the relationship and the advice, and that’s what I truly value is the insights provided. Taking the complex and making it simple for our business is where the value is.


Financial Institutions

Yeo & Yeo has been instrumental in helping our team to build a successful company, not only in tax planning and accounting, but business development as well.  The insights and ideas provided by our accountant and the Yeo & Yeo team have played a key role in shaping the direction of the company both now and for years to come.

Marcus President