Tax Strategy and Consulting

Bahn CPA

Bringing clarity and empowerment throughout the year

Working with your CPA once a year will not bring about a lasting difference, however, having a trusted advisor that collaborates with you and your family to proactively recommend tax-saving strategies that minimize your tax burden and thereby increasing your after-tax income will be life changing.

Why Tax Strategy & Consulting?

Mid-Year & End-Year Meetings

At Bahn CPA, we believe in providing our clients access to us throughout the year, but strongly (wink wink – “require”) encourage a mid-year and year-end meeting to best support and guide you.


We believe in removing the hourly fee for consultation work, instead, we offer a retainer fee for monthly access, regular meetings, and specifically targeted consultation.

Tax Law Changes

Tax law is constantly changing, it is imperative to stay on top of the latest updates and court cases. At Bahn CPA, we regularly challenge ourselves with education and articles to broaden our knowledge.

Why should you invest in tax strategy?

Working with an experienced tax advisor, you can effectively grow your generational wealth, while preserving your assets for not only your use but the next generation. Tax planning involves a very one-on-one approach to listening to our client’s desires and needs while sourcing the best tax strategy that will effectuate that plan.

Bahn CPA

Trusted Advisor and Biggest Supporter

As a CPA Firm, we pride ourselves on our ability to bring clarity and empowerment to our clients. Our services are uniquely curated for each individual client. We value our ability to listen and proactively respond with the support that will add value to your daily life. Whether it is tax compliance work related to filing tax returns annually, strategizing for the best outcome of your family wealth transfer, or discussing your personal financial journey, Bahn CPA's goal is to be your trusted advisor and biggest supporter!

Let's Get Started

Our services extend beyond simply filing tax returns. We provide ongoing support throughout the year, answering your tax-related questions and proactively identifying potential opportunities for tax savings.