Personal Tax Strategy & Prep
Tkach CPA helps you keep more of what you earn and protect what you've built.
Credits you didn't know you qualified for. Deductions hiding in plain sight. Strategy that adapts as your life does.
Here's how we reduce your tax bill and safeguard your wealth.
Personal tax headaches often start with business decisions. We help business owners and high-income individuals see the whole financial picture to avoid rainy days.
Tax Strategy: Protect. Grow. Thrive.
Strategic Personal Tax & Wealth Planning
SPTW
sweating the detailsPersonal Tax Advisory leverages the tax code so that you can build and preserve wealth through strategic reduction and deferral. We provide cohesive CPA financial and tax strategy. Tkach CPA executes strategies like cost segregation, 1031 exchanges, and QOZ investments that reduce your effective rate substantially.
Combined tax and wealth assessment with clear ROI
Professional network for proper execution
Ongoing monitoring and plan adjustments
Schedule your assessment and cut your effective tax rate.
Individual Tax Filing & Planning
PTFP
peace of mind, rain or shineTax Filing Services include year-round planning to eliminate surprises, ensuring proper withholdings for near-zero balance at filing. We handle complex situations from stock comp to rentals to side hustles and clean up past messes with amended returns and quick IRS resolution.
Year-round planning, not just filing
Expertise in complex tax situations
Clean-up for past issues
Don’t wait for a rainy day. Get started and improve your tax situation year-round.
Cost Segregation & Tax Credits
CSTC
so many ways to count a beanTurn those long 39-year depreciation schedules into strategy-driven first-year write-offs. Reclassify building components, accelerate deductions, improve cash flow immediately.
We identify credits, sustainable builds qualifications, and industry-specific incentives. These reduce your tax bill dollar-for-dollar, not just a percentage of income.
Front-load deductions
Capture overlooked credits
Apply to existing properties
Unlock the cash currently trapped in your walls.
Tax services for your situation
Estate & Trust
ESTA
Estates and trusts come with tax filing requirements that catch most people off guard. We handle the returns, calculate distributions, prepare beneficiary K-1s, and keep you compliant through the entire administration process.
We navigate trust income rules, estate deductions, and beneficiary tax implications. Focused on eliminating surprises, we coordinate with your estate attorney so nothing falls through the cracks.
Trust and estate tax returns
K-1 preparation for beneficiaries
Coordination with estate attorneys
Secure the legacy you built.
the second best time is nowCrypto Return Prep & Compliance
HODL
the hardest part is letting goAt least for today, the IRS treats crypto as property. Every trade, sale, and reward creates a taxable event that must be tracked and reported. We reconcile exchange data, calculate cost basis across wallets, and handle reporting requirements correctly.
We offset gains with losses, capture deductible transaction fees, and ensure you answer the digital asset question on your return. All the while, we’ll keep our eye on the shifting regulatory guidance to protect your gains from tax surprises.
Accurate crypto transaction reporting
Cost basis tracking across platforms
Loss harvesting and fee deductions
Don’t let poor planning and exchange data keep you from going to the moon.
