Would you like to put $5,000, $10,000, or $20,000 back into your pocket?

Advanced Tax Planning specializes in intelligent tax strategies, proactive financial management, and accurate bookkeeping, ensuring your finances are both protected and optimized.

Tax Planning That Works Year-Round

Effective tax planning isn’t just a once-a-year task it’s an ongoing part of building and preserving wealth. Advanced Tax Planning provides a proactive approach, helping you understand how everyday financial decisions and significant life changes impact your tax landscape.

Smart Tax-Advantaged Strategies

Enhance your wealth with investment options that align with tax-saving goals.

Efficient Payroll Management

Our payroll services ensure timely, accurate payments and full compliance, making payroll stress-free for your business

Reliable Bookkeeping Services

Keep your finances organized and up-to-date with our bookkeeping, giving you a solid foundation for growth and compliance.

Our Services

End-to-End Tax Management and Accounting Services

Proactive Tax Planning

We offer strategic, year-round tax planning to help minimize your tax liabilities and maximize savings.

Business Tax Strategy & Filing

Our experts deliver precise filing & strategic advice to reduce your business’s tax burden & optimize cash flow

Accurate Tax Return Preparation

Whether you’re a sole proprietor, partnership, or corporation, we handle your tax return preparation with attention to detail.

Comprehensive Financial Reporting

Receive clear monthly and quarterly financial reports that give you valuable insights for making informed, data-driven decisions.

Tax & Retirement Planning

Create a stable financial future with personalized, tax-smart retirement strategies and real estate investment.

Smart Tax-Advantaged Strategies

Enhance your wealth with investment options that align with tax-saving goals.

Holistic Tax Planning Blueprint

Enjoy efficient tax planning including: Cash Flow Analysis  | Education Savings | Retirement Planning | Debt Management

Our mission is to deliver a financial path that enhances tax savings, supporting your journey to build and protect your wealth.

Years Experience
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Happy Client

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ATP Team
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Get Start With Us

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Pricing Plan

Premium Service, Competitive Rates

Basic Plan

POPULAR

$675

/Month

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Business Plan

$875

/Month

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Testimonials

Excellent rating
Based on 11 reviews
Google star 1Google star 2Google star 3Google star 4Google star 5
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Beata is a pleasure to work. Very professional and communicates well
C Wis profile picture
C Wis
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Dr. Bea is not only savvy about all things to help you keep and increase your cash, she does it with an insanely rare combination of grit and compassion. She walks with you when it’s tough and celebrates your rewards! !
linda robayo profile picture
linda robayo
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Beata has done an excellent job preparing and filing my taxes. She has been great with tax saving strategies. She has had a quick response time to my questions. I do recommend her.
Tim Sindlinger profile picture
Tim Sindlinger
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Beata has been an invaluable resource for both myself and my real estate clients, providing expert guidance on tax needs. Beata is truly one of the most exceptional professionals I've had the pleasure of meeting! Her vast knowledge, patience, and dedication to delivering timely and efficient results are unparalleled. Her unique ability to break down complex concepts into clear, understandable language makes her an outstanding educator. I highly recommend Beata for her outstanding professionalism, expertise, and commitment to excellence. Five stars isn't enough – she deserves ten!
Maggie Page profile picture
Maggie Page
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
10/10 best Business Advisors anyone could ask for! Keane & Beata have been a pleasure to work with and if anyone needs tax prep or anything business related, these are definitely your people who can help get the job done!
SORRY IF ITS LOUD profile picture
SORRY IF ITS LOUD
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great company! Beata genuinely cares about the clients she serves and loves helping them understand their tax situation and how to proactively plan for the future
Mary Dovel profile picture
Mary Dovel
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
B, is easily the most detailed and knowledgeable tax accountant I’ve ever come across. She will go above and beyond to explain your taxes to you and help you plan and strategize for your future. She does things by the book, and rest assured you are in good hands. Her personality is wonderful too!!
Rosio Ibarra-Monarrez profile picture
Rosio Ibarra-Monarrez
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excellent service! Very professional. You are in good hands with United Success Business Advisors.
Patrice Penda profile picture
Patrice Penda
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
United Success Business Advisors has been a lifesaver! Dr. Beata and her team provide excellent service and expert advice. They handle all my accounting, bookkeeping, and tax needs with efficiency and professionalism. Highly recommend!
Dawar Kazi profile picture
Dawar Kazi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
" Good professional company. They are reliable, knowledgeable and always respond on time"
Jolanta Szmuc profile picture
Jolanta Szmuc

BookKeeping Pricing Chart

Guiding Principles

Tax Solutions Tailored

Collaborative Expertise

Our team of accountants and tax professionals work together to provide comprehensive solutions for your financial needs.

Balanced Decision-Making

Taxes are essential, but they should complement not dictate your financial decisions, helping you make choices that drive lasting value.

Transparent, Client-First Advice


As independent advisors, we prioritize your best interests with honest, fiduciary guidance.

Serving Clients Nationwide

Serving clients across the Tri-State area and nationwide, we deliver personalized solutions designed to support your financial goals and simplify your tax obligations.

Phone

(814)-429-9982

Email

beatrix@advancedtaxplanning.com

Our Article

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