Formosa Strategic Advisory | Strategic Tax Planning for Business Owners & Families

Strategic Tax planning for business owners and families

Formosa Strategic Advisory provides proactive, year-round tax planning and advisory services for business owners and families. We help reduce tax surprises, evaluate options through clear scenario modeling, and support confident financial decisions beyond tax preparation.

Tax Preparation & Compliance

Accurate business and individual tax preparation, informed by proactive planning. We connect compliance to the bigger picture so filings reflect your strategy and not just last year’s activity.

HOW WE CAN HELP

Strategic Tax Planning

Proactive, year-round tax planning designed to reduce surprises and support informed decisions. We work with business owners and families to model scenarios, evaluate strategies, and plan ahead rather than react at filing time.

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Ongoing Advisory Support

Year-round access for questions, planning, and timely guidance as circumstances change. We help you understand the tax impact of decisions and stay aligned with your plan throughout the year.