At STARK Tax Planning, we provide advanced tax strategies for affluent families and business owners with annual revenues ranging from $1 million to $30 million.
Our approach is shaped by decades of experience in bespoke wealth management services and grounded in a strong fiduciary foundation. Our tax planning reflects a disciplined, highly compliant advisory mindset focused on accuracy, foresight, and thoughtful risk management.
Discretion and confidentiality are fundamental to how we operate. We work with clients who value privacy, security, and a measured approach to sensitive financial matters. Every engagement begins with careful listening, allowing us to fully understand each client’s structure, priorities, and long-term objectives before designing tailored tax strategies that improve efficiency and support informed decision-making over time.
At STARK Tax Planning, our clients aren’t transactions — they’re partners. We’re committed to building long-term relationships rooted in trust, transparency, and measurable results.
30%
Working with a tax-advisor may save business clients up to 30% on their tax burden compared to using a generic accountant.
2.4%-2.8%
A study found that clients working with an advisor could experience an additional 2.4%–2.8% annual return premium through coordinated investment and tax strategy.
50%
Nearly 50 percent of business owners overpay in taxes each year simply because they are not using proactive tax planning.
That’s great — and we encourage our clients to keep working with their trusted CPAs. At STARK Tax Planning, we don’t replace your CPA; we complement them. While most CPAs focus on compliance, we provide proactive tax and accounting consulting — uncovering opportunities, reducing liabilities, and aligning your financial structure with long-term goals. Think of us as the strategic partner alongside your CPA.
If you don’t love your current tax accountant or CPA, you’re not alone. Many clients come to us feeling they aren’t getting enough proactive guidance or personal attention. We can step in as a strategic resource, offering a fresh perspective and a higher level of consulting. And if you need tax filing support, we partner with trusted CPAs and can provide referrals so you have a coordinated, high-caliber team behind you.
Traditional tax preparers focus on reporting what has already happened. STARK Tax Planning focuses on forward-looking tax strategy aimed at minimizing overpayment and improving efficiency in future tax planning. We present bespoke tax strategies tailored to your specific financial and business circumstances. These strategies are designed to be implemented by your existing CPA as part of the tax preparation and filing process, ensuring a smooth and efficient handoff. If you do not currently have a CPA, we are happy to provide a referral to a qualified professional who can assist with implementation.
Not at all. We meet you where you are. Some clients work with us for specific consulting projects, while others integrate us into every aspect of their financial picture. Whether it’s one solution or a full relationship, we customize our services around you.
