7 Smart Tax Strategies Every Business Owner Should Be Using
At Pocket CPA, we know the tax code is full of opportunities and loopholes — if you know where to look. Most business owners and
Mandeep
October 6, 2025
- admin@pocketcpas.com
- 443-212-8019
- 5457 Twin Knolls Road Suite 300 #1234 Columbia, MD 21045
If Your CPA Only Talks to You Once a Year, You’re Probably OVERPAYING in TAXES.
We’ve helped clients save over $3.5 million in taxes in the past year alone—because real planning doesn’t happen just at tax time but throughout the year.
📘 Download Our Free Guide: "40 Tax Saving Strategies Used by Thousands of Business Owners"
Stop leaving money on the table. This free, value-packed guide reveals 40 proven tax strategies used by savvy business owners, real estate investors, and high-income earners to keep more of what they earn — legally and ethically.
Inside the guide, you’ll discover how to:
✅ Use your business to your tax advantage
✅ Pay your kids and write it off
✅ Leverage real estate for massive deductions
✅ Max out retirement and health accounts
✅ And 36 more strategies you (or your accountant) may be missing
Whether you’re a 6- or 7-figure earner, this guide will help you think more strategically about taxes — and keep more in your pocket. Want to learn more tax saving strategies? Reach out to us to learn more!
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Helpful Questions & Answers
Isn’t filing my taxes enough? Why do I need tax planning?
Great question! Filing your taxes (also called tax compliance) is all about reporting what already happened—usually once a year, right before the deadline. Tax planning, though, is proactive. It means we’re working with you year-round to uncover strategies that legally lower your tax bill. It’s the difference between playing defense and offense. And if you want to keep more of your money? You need both.
My CPA does my taxes—what more do I need?
Most CPAs are focused on filing returns, not forward-looking strategy. If your CPA isn’t regularly reviewing your situation, bringing you new ideas, or showing you how to legally reduce your taxes—then you’re probably missing out.
We specialize in customized tax planning. That means going beyond the basics to find hidden savings and opportunities your current CPA may not be trained (or have time) to look for.
Is this just another expense… or will it really save me money?
Tax planning should never be a cost—it should be an investment with a clear return. Our clients typically invest anywhere from $10,000 to $150,000 depending on their complexity. But here’s the kicker: we guarantee you’ll save at least what you pay—or you don’t pay. This isn’t fluff. It’s real strategy that can save you tens to hundreds of thousands of dollars legally.
Do you just create a plan or actually handle my tax returns too?
We do both. That means when you work with us, you’re not left on your own trying to explain complex strategies to another CPA. We implement the plan and handle the filings so everything aligns perfectly.
Am I locked into some never-ending contract?
Nope. While we work with clients on an annual plan, you’re free to cancel at any time—no long-term commitment required. We bill quarterly, so you only pay as you go. That gives you flexibility to experience the value without feeling locked in (spoiler: most clients choose to stay).
How can I tell if my current accountant is actually doing tax planning?
Ask yourself this:
- Are they meeting with me before year-end to talk strategy?
- Have they shown me a written tax plan or roadmap?
- Do I feel like I’m just handing over numbers and hoping for the best?
If you’re not getting clear, proactive ideas on how to legally reduce your taxes, then you’re probably not getting real tax planning.
How Soon Will I See Results?
Most clients see real tax savings almost immediately and at the latest by the time they file their next return.
Can I Reach You Outside of Tax Season?
100%! You’ll have direct access to me year-round. No call centers, no bots—just a real expert ready to answer your questions whenever they come up.
Reviews From Our Clients
Solutions We Provide
Tax Preparation and Filing
Offering expert tax guidance for S Corporations, Partnerships, LLCs, and Sole Proprietors, Whether you're navigating complex transactions or managing your growing business, we're here to help you file on time and save more in taxes.
Tax Advisory Services
Want to pay less in taxes—just like the wealthy do? Let’s take a deep dive into your financial world and uncover powerful, personalized strategies that align with your business and life goals. Through a comprehensive tax planning session(and quarterly strategy sessions), we’ll map out real savings and a clear path to building lasting wealth. Your roadmap to smarter taxes starts here.
Accounting Services
From QuickBooks Online setup and bookkeeping to 1099 filings, payroll, and financial analysis—we handle the financial backbone of your business so you can focus on growth. Need help with software integration, new business setup, or closing an entity? We’ve got that covered too.
Tax Advisory Process
01 - Strategic Kickoff Call
We begin with a personalized consultation to understand your goals, business, and tax landscape—setting the foundation for a tailored strategy.
02 - Deep-Dive Financial Assessment
Review of past tax returns, analysis of income, expenses, and entity setup to uncover missed deductions and tax-saving opportunities.
03 - Custom-Tailored Tax Strategy
A personalized tax plan to maximize deductions, ensure compliance, and help you keep more of your hard-earned income.
04 - Tax Strategy Implementation
We guide you step-by-step to put your tax strategy into action—offering clear direction, expert support, and tools for success.
05 - Quarterly Meetings
We review and adjust your plan every quarter to ensure it evolves with your goals and remains optimized for the latest tax laws.
06 - Year-Round Tax Advisor Access
With Pocket CPA, get unlimited access to your advisor for guidance, updates, and answers—throughout the year, not just tax season.
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About Me
Founder and Tax Strategist, Pocket CPA
Mandeep “Manny” Sandhu is a licensed CPA with over a decade of experience in tax strategy and accounting. He founded Pocket CPA to bring high-level, proactive tax planning to business owners and high earners who are tired of overpaying and under-advising. He is passionate about helping clients keep more of what they earn with custom strategies, year-round support, and responsive service. He has save helped his clients save over $3.5M in income taxes the past year alone. When Manny is not optimizing tax plans and slaying taxes, he is a proud (and exhausted) dad of two who enjoys hiking, traveling, and solving complex challenges—both in business and life.
Founder and Tax Strategist, Pocket CPA
Your cpa in your pocket - always just a call away
Book your free tax review to see how much you can save in taxes!
At Pocket CPA, we’re transforming the way individuals and business owners approach tax advisory. Built on the belief that truly exceptional tax planning should be proactive, personalized, and always within reach, we go far beyond the traditional once-a-year filing model. Our firm delivers year-round, white-glove advisory services designed to legally minimize your tax liability while aligning with your long-term financial goals. Whether you’re scaling a business or managing high income, Pocket CPA offers the expert guidance and responsive support you deserve—so you can keep more of what you earn, with a trusted CPA always in your Pocket. Your financial clarity is our commitment, and your peace of mind is our purpose.
