About Us | Trusted Tax Experts for High-Income Earners
Tax Strategist & Accountant
Jerry Pani is a Tax Strategist, Tax Consultant, and Fellow Chartered Certified Accountant (FCCA) with over 20 years of experience advising high-income earners, business owners, and complex taxpayers on legally reducing tax exposure, protecting assets, and preserving long-term wealth.
His work focuses on strategic tax planning rather than transactional compliance. Jerry specializes in advanced tax planning and IRS-compliant tax strategies for high-income individuals and business owners, including tax structuring, entity design, income optimization, and planning frameworks that address the underlying drivers of tax liability—often overlooked by traditional CPA and year-end filing models.
With a Master’s in Accounting and Finance and an MBA in Business Management, Jerry combines deep technical expertise with forward-looking financial strategy. Through Tax Plan Strategists LLC, he delivers proactive, data-driven advisory solutions to high-income individuals and business owners nationwide, where tax outcomes depend on structure, timing, and long-term decision-making.
Over two decades, Jerry has designed and implemented high-level tax strategies across multiple industries, including multi-entity businesses, professionals, entrepreneurs, content creators, and high-net-worth individuals. His approach is grounded in due skill, care, and diligence, ensuring every recommendation aligns with IRS guidelines while supporting the client’s broader financial objectives.
Tax Plan Strategists goes beyond preparation to deliver customized, advisory-led tax plans tailored to income complexity, business structure, and growth trajectory—providing year-round planning, full compliance, and measurable tax efficiency.
If you require a strategic tax advisor—not merely a preparer—and your financial profile demands intentional planning rather than reactive filing, we invite you to schedule a private consultation to determine whether advisory-led tax planning is appropriate for your situation.
Facing a Significant Tax Liability?
Excessive tax exposure is rarely caused by filing errors — it is most often the result of decisions made without strategic evaluation.
- Income composition assessed in isolation
- Structural choices made without coordination
- Timing decisions driven by compliance, not planning
Structural gaps remain invisible without intentional oversight.
These decisions compound quietly before filing.
Strategic tax planning corrects the structure — before inefficiencies become permanent.
When Taxes Are Left to Processing
High tax payments are often treated as unavoidable — a byproduct of success rather than a design flaw.
In reality, excessive tax exposure typically reflects decisions made without a coordinated planning framework:
- Income streams evaluated in isolation
- Entity structures selected for convenience
- Timing decisions made reactively
When strategy is absent, outcomes default to overpayment year after year.
Strategic tax advisory exists to change that equation — before the check is written.
Jerry Pani - CEO
Curtis Clark - Certified Plan Fiduciary Advisor
Curtis Clark - Certified Plan Fiduciary Advisor
With over 20 years of experience, Jerry Pani, MA, MBA, FCCA, is a seasoned Tax Strategist and Accountant specializing in advanced tax planning for high-income earners, business owners, and investors. He helps clients legally reduce tax liabilities, optimize entity structures, improve cash flow, and protect wealth. Known for uncovering str
With over 20 years of experience, Jerry Pani, MA, MBA, FCCA, is a seasoned Tax Strategist and Accountant specializing in advanced tax planning for high-income earners, business owners, and investors. He helps clients legally reduce tax liabilities, optimize entity structures, improve cash flow, and protect wealth. Known for uncovering strategies overlooked by tax preparers and traditional CPAs, Jerry empowers clients to keep more income, strengthen their financial foundation, and build long-term security.
Curtis Clark - Certified Plan Fiduciary Advisor
Curtis Clark - Certified Plan Fiduciary Advisor
Curtis Clark - Certified Plan Fiduciary Advisor
With over 25 years in financial services, Curtis Clark, CPFA, is a Certified Plan Fiduciary Advisor specializing in retirement planning, investment consulting, and risk management. He guides corporations, non-profits, and individuals in optimizing retirement plans, ensuring compliance, and building tax-efficient strategies. A proud milita
With over 25 years in financial services, Curtis Clark, CPFA, is a Certified Plan Fiduciary Advisor specializing in retirement planning, investment consulting, and risk management. He guides corporations, non-profits, and individuals in optimizing retirement plans, ensuring compliance, and building tax-efficient strategies. A proud military veteran, Curtis is dedicated to helping clients achieve lasting financial security.
Chrystan Carlton - Attorney
Curtis Clark - Certified Plan Fiduciary Advisor
Abu Elhassan - Credit & Business Funding Expert
Chrystan Carlton, Esq., is an attorney and Chief Legal Strategist at Carlton Law, Ltd., with 20+ years of experience in business strategy, finance, and law. She focuses on business reorganizations, acquisitions, mergers, and advising on governance, regulatory compliance, and seven-figure tax matters. Carlton Law serves as fractional gener
Chrystan Carlton, Esq., is an attorney and Chief Legal Strategist at Carlton Law, Ltd., with 20+ years of experience in business strategy, finance, and law. She focuses on business reorganizations, acquisitions, mergers, and advising on governance, regulatory compliance, and seven-figure tax matters. Carlton Law serves as fractional general counsel, helping owners and nonprofit leaders protect assets, optimize operations, and achieve sustainable growth with success.
Abu Elhassan - Credit & Business Funding Expert
Curtis Clark - Certified Plan Fiduciary Advisor
Abu Elhassan - Credit & Business Funding Expert
Abu is a certified Credit Business Funding Specialist with 5+ years of experience helping entrepreneurs secure business capital. He has supported 600+ business owners in obtaining over $75M in funding, offering solutions from $50K to $10M tailored to each client’s goals. Drawing from scaling multiple ventures, Abu goes beyond approvals by
Abu is a certified Credit Business Funding Specialist with 5+ years of experience helping entrepreneurs secure business capital. He has supported 600+ business owners in obtaining over $75M in funding, offering solutions from $50K to $10M tailored to each client’s goals. Drawing from scaling multiple ventures, Abu goes beyond approvals by providing guidance on credit use, capital allocation, and sustainable growth to ensure clients use funding wisely for long-term success.
Nancy Mbanya - Tax Advisor
Blessing Aseh - Tax Advisor & Realtor
Blessing Aseh - Tax Advisor & Realtor
Nancy Mbanya, BSc, MSc, brings 5+ years of experience in preparing and optimizing tax returns for individuals and small businesses. She identifies key deductions, credits, and compliance opportunities to minimize tax liabilities and strengthen financial clarity. With a focus on accuracy and personalized service, Nancy simplifies the tax p
Nancy Mbanya, BSc, MSc, brings 5+ years of experience in preparing and optimizing tax returns for individuals and small businesses. She identifies key deductions, credits, and compliance opportunities to minimize tax liabilities and strengthen financial clarity. With a focus on accuracy and personalized service, Nancy simplifies the tax process—turning complex numbers into informed decisions that provide measurable savings and long-term financial success for every client she serves to.
Blessing Aseh - Tax Advisor & Realtor
Blessing Aseh - Tax Advisor & Realtor
Blessing Aseh - Tax Advisor & Realtor
Blessing Aseh, BSc, specializes in complex, high-value tax returns for individuals, businesses, and investors. Her expertise includes multi-state filings, business entity taxation, real estate investments, and advanced tax strategies that maximize savings while ensuring compliance. Known for her precision and client-focused approach, Bles
Blessing Aseh, BSc, specializes in complex, high-value tax returns for individuals, businesses, and investors. Her expertise includes multi-state filings, business entity taxation, real estate investments, and advanced tax strategies that maximize savings while ensuring compliance. Known for her precision and client-focused approach, Blessing transforms complicated tax matters into clear, profitable outcomes, helping clients uncover opportunities and keep more of their hard-earned money.
Daphny Mbanya - Tax Advisor
Blessing Aseh - Tax Advisor & Realtor
Daphny Mbanya - Tax Advisor
Daphny Mbanya, BSc, MBA, is a seasoned tax professional with 5+ years of experience helping individuals and businesses navigate tax filing and planning. She specializes in maximizing deductions, ensuring compliance, and delivering strategies aligned with each client’s goals. Known for her detail and dedication to client success, Daphny tu
Daphny Mbanya, BSc, MBA, is a seasoned tax professional with 5+ years of experience helping individuals and businesses navigate tax filing and planning. She specializes in maximizing deductions, ensuring compliance, and delivering strategies aligned with each client’s goals. Known for her detail and dedication to client success, Daphny turns complex tax situations into strategic solutions that create measurable savings and lasting financial confidence for every client she serves well.
Hilda Tabot - Tax Preparer
Blessing Aseh - Tax Advisor & Realtor
Daphny Mbanya - Tax Advisor
Hilda Tabot, BSc, MSc, is a skilled tax preparer dedicated to helping individuals and businesses file accurately and confidently. She focuses on uncovering every eligible deduction, ensuring compliance with IRS regulations, and maximizing client refunds. Known for her professionalism and attention to detail, Hilda makes the tax process sm
Hilda Tabot, BSc, MSc, is a skilled tax preparer dedicated to helping individuals and businesses file accurately and confidently. She focuses on uncovering every eligible deduction, ensuring compliance with IRS regulations, and maximizing client refunds. Known for her professionalism and attention to detail, Hilda makes the tax process smooth and stress-free—empowering clients to make informed financial decisions and keep more of what they earn.
Samuel Pani - Marketing
Samuel Pani - Marketing
Samuel Pani - Marketing
Samuel Pani is a dynamic Marketing and Communications Specialist with expertise in crafting compelling brand stories, managing campaigns, and building strong audience engagement. Skilled in both digital and traditional media, he helps businesses amplify their message, strengthen brand identity, and connect with target markets. Samuel’s cr
Samuel Pani is a dynamic Marketing and Communications Specialist with expertise in crafting compelling brand stories, managing campaigns, and building strong audience engagement. Skilled in both digital and traditional media, he helps businesses amplify their message, strengthen brand identity, and connect with target markets. Samuel’s creative approach and strategic insight drive measurable results, ensuring marketing efforts not only capture attention but also inspire action.