Strategic CPA Tax Planning: Austin-based + Nationwide
Proactive Tax Strategies for Complex Domestic + International Portfolios
Austin Roots, Global Reach
Millan and Company serves clients in Austin, Central Texas, nationally and globally. We go beyond compliance to help you anticipate future tax changes and make decisions with full knowledge of their implications.
Our leadership team tracks regulations in real-time - including bonus depreciation, equity compensation (ISOs/RSUs), and Section 199A -to guide you through an ever-changing tax ecosystem. We deliver strategic expertise to optimize your after-tax income - delivering personalized accounting services to assist meeting the goals of individuals and businesses of all sizes.
Our 3-Step Strategic Planning Process
Authentication + Analysis
We assemble and analyze your financial data to estimate your current liability and determine exactly what is owed before we begin strategy.
Roadmap Options
We review scenarios (current vs. potential) and arrange multiple plans for future savings, giving you optimal outcomes to choose from.
Recurring Planning
We apply a proactive strategy to optimize future earnings, checking in annually or quarterly to adjust for tax law changes.
Tax Planning Benefits:
Understanding the impacts of existing and proposed tax law changes
Lowering current year tax burdens
Minimizing future tax liabilities
Averting penalties and interest
Cost Segregation studies for both accelerated and balanced depreciation
Wealth accumulation management
Strategic Tax Planning Services for Growing Businesses (with employee needs)
Strategic Equity Compensation, including:
ISOs (Incentive Stock Options);
NSOs (Non-Qualified Stock Options);
RSUs (Restricted Stock Units)
These asset tools- combined in an appropriate balance between near and long-term objectives provide balanced growth for both businesses and their employees.
We work with your fiduciary partner(s) to provide customized, combined holistic compliance reports. And strategic guidance for your growth.
Tax Planning FAQs: Austin + Nationwide
How is tax planning different from tax preparation? Tax preparation is reactive—it focuses on accurately filing paperwork for the year that has already passed. Tax planning is proactive. We work with you throughout the year to implement strategies that reduce your liability before December 31st, helping you keep more of your hard-earned income.
Do you help Austin tech employees with stock options (RSUs/ISOs)? Yes. We specialize in equity compensation planning for employees at Austin’s major tech firms. Whether you hold ISOs, NSOs, or RSUs, we help you time your vesting and exercising events to minimize capital gains tax and avoid "surprise" tax bills in April.
When is the best time to start tax planning? The ideal time to start is between August and October (Q3). This gives us enough time to analyze your current-year income and implement strategies—like expense timing, retirement contributions, or entity restructuring—before the tax year closes. Waiting until tax season often means it is too late to make changes.
Can you help with real estate tax strategies in Texas? Absolutely. We guide Austin investors and property owners on strategies like Section 1031 exchanges, cost segregation studies to accelerate depreciation, and passive loss rules. We help you maximize the tax benefits of your Texas real estate portfolio.
Do I need a CPA for tax planning if I have a small business? If your business is generating significant profit or you are expecting a "growth" year, a CPA is essential. We help you choose the right entity structure (such as an S-Corp or LLC) to optimize self-employment taxes and identify industry-specific credits that generic software often misses.
Ready to Optimize Your Strategy?
Millan + Company's mission is to simplify complex tax matters while delivering the highest level of client service.
Discover what's possible and learn how we can help you create a sound strategy to meet your goals.