Tax Planning & Strategy

Proactive Tax Planning for Individuals & Businesses

Hahn CPAs provides year-round tax planning services in Boise and Eagle to help individuals and businesses minimize liability and prepare for the future. Our proactive approach ensures you can make informed decisions well before tax deadlines.

Personal Tax Planning Services

We work closely with individuals and families to build strategies around withholdings, retirement contributions, and investment decisions. Whether you’re planning for a home sale, college funding, or the tax impact of an inheritance, our team provides practical advice tailored to your situation. For high-net-worth clients, we also evaluate advanced planning options to optimize long-term outcomes.

Business Tax Strategy & Advisory

For businesses in Boise, Eagle, and across the Treasure Valley, tax planning means more than compliance—it’s about strategy. Our CPAs help with quarterly estimated payments, depreciation planning, and balancing payroll versus distributions for S-Corps. We also collaborate with our fractional CFO services team for companies that need deeper financial strategy and long-term tax forecasting.

Staying Updated with Tax Law Changes

Tax laws change frequently, and Hahn CPAs stays current on both federal and current Idaho tax rates to protect clients from surprises. When new legislation passes, we analyze its impact on individuals and businesses in the Treasure Valley and provide timely updates. This proactive monitoring ensures our clients can adapt quickly and take advantage of new opportunities for tax savings.

The Tax Planning Process

Our tax planning process typically begins with a mid-year or fall consultation to project your current tax liability. We then create an action plan that may include adjusting withholdings, shifting income or expenses, or implementing retirement savings strategies. By addressing these issues before year-end, clients gain peace of mind and the ability to make decisions that reduce their tax burden. We encourage clients not to wait until filing season—early planning leads to better results.