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Tax Planning
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Tax Strategy & Compliance
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Nonprofit & Tax-ExemptMinimize Your Tax Burden. Maximize Your Business Potential.
Every tax dollar saved is a dollar you can reinvest in growth. The Pun Group’s strategic tax planning services help you navigate the complexities of tax regulations while identifying opportunities that positively impact your bottom line.
- Proactive strategies, not reactive fixes
- Dedicated tax specialists for your industry
- Clear, actionable recommendations
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Trusted by Public Agencies and Nonprofits Across California, Nevada, Hawaii, and Arizona
What We Do
Tax Solutions For Your Specific Needs
Government Agency Tax Planning
We help cities, counties, and special districts optimize tax positions while maintaining compliance with public sector regulations. Our specialists have deep experience with governmental accounting standards and public agency tax issues.
Real Estate Developer Tax Strategies
Our real estate tax experts help developers maximize depreciation benefits, identify opportunity zone advantages, and structure deals for optimal tax efficiency. We understand the unique timing challenges in development projects.
Cannabis Business Tax Solutions
Navigate the complex tax challenges unique to cannabis operations. We help with 280E compliance, entity structuring, and state-specific tax requirements across California, Nevada, and Arizona.
Nonprofit Tax Compliance
Protect your tax-exempt status while maximizing allowable deductions. Our nonprofit specialists ensure you maintain compliance while identifying often-missed tax advantages available to 501(c)(3) organizations.
Business Owner Exit Planning
Whether transitioning to the next generation or preparing for sale, we structure exits to minimize tax impact. Our planning begins years before your transition to ensure optimal outcomes.
Tax Planning
Find Tax Savings Others Miss
Most businesses overpay taxes because they focus on filing returns rather than planning ahead. Tax laws change constantly, and without expert guidance, you likely miss key deductions, credits, and timing strategies.
Our Tax Savings Roadmap delivers clear steps to reduce your tax burden:
Our clients typically find 10-20% in tax savings during their first year working with us, giving them more capital to invest in growth.
**Disclaimer: Tax savings estimates are based on prior client results and are not guaranteed. Actual results depend on your unique circumstances. Please consult our tax professionals for personalized guidance.
WHY CHOOSE US
"Why Choose The Pun Group For Tax Planning"
You want a tax partner who knows your industry
- Generic tax advice wastes your time and misses industry-specific opportunities
- Our specialists focus on key sectors: government, cannabis, real estate, and nonprofits
- We stay current on tax law changes that directly affect your business
You need clear, measurable tax savings
- We quantify potential savings before you implement strategies
- Our recommendations create immediate and long-term cash flow benefits
- Your dedicated tax specialist focuses on results, not billable hours
You deserve both compliance and planning expertise
- Most firms handle either compliance OR planning – we excel at both
- Our team includes specialists in federal, state, and local tax matters
- We integrate tax planning with your overall business strategy
Frequently Asked Questions
You've got questions? We've got answers.
How is tax planning different from tax preparation?
Tax preparation looks backward to file required returns. Tax planning looks forward to structure activities in ways that legally reduce taxes. Without proper planning, you’re likely overpaying. Our approach combines both services to maximize your tax advantage.
How much can my business save through tax planning?
Our clients frequently discover meaningful tax-saving opportunities — often in the range of 10–20% — depending on their business structure and activities. During your consultation, we’ll identify areas where you could reduce your tax liability.
Is tax planning worth it for smaller businesses?
Smaller businesses often benefit most from tax planning because they typically haven’t implemented basic tax strategies. Our services scale to fit businesses of all sizes, with approaches tailored to your revenue level and growth stage.
How often should we update our tax plan?
We recommend quarterly reviews to adjust for business changes and new tax developments. This regular schedule ensures you don’t miss time-sensitive opportunities and helps prevent year-end surprises.
Can you work with our current bookkeeper/accountant?
Yes. While many clients prefer our full-service approach, we regularly collaborate with existing financial teams. We can provide the planning expertise while coordinating with your current provider for implementation.
What makes The Pun Group different from other tax firms?
Three key differences: 1) Industry specialization in government, cannabis, real estate, and nonprofit sectors, 2) Proactive quarterly planning rather than year-end scrambling, and 3) Practical, actionable strategies rather than theoretical advice.
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Our tax planning turns tax season from a dreaded expense into a strategic advantage:
- Complete the form or call us at (949) 777-8800
- We’ll schedule your complimentary tax opportunity assessment
- Get a clear tax savings roadmap with specific action steps and potential savings
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