About Us

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Jerry Pani is a Fellow Chartered Certified Accountant (FCCA) and Tax Strategist with over 20 years of experience helping high-income earners, business owners, and professionals legally reduce tax liabilities, protect assets, and grow their wealth. He specializes in income tax planning, business tax returns, estate planning, entity structuring, and advanced tax reduction strategies that go beyond traditional CPA services.

With a Master’s in Accounting and Finance and an MBA in Business Management, Jerry combines technical expertise with strategic financial planning to help clients retain more of their earnings legally while ensuring full compliance with U.S. tax laws. His firm, Tax Plan Strategists, focuses on proactive tax planning and wealth preservation, ensuring that clients benefit from tax-saving opportunities often overlooked by standard tax preparers.

For over two decades, Jerry has refined advanced tax strategies that legally minimize liabilities while maximizing financial security. As a seasoned accountant, he has been trained to exercise due skill, care, and diligence with a client-focused approach. His expertise extends beyond compliance, helping clients optimize their business structures, trust and estate planning, and tax-efficient investment strategies while implementing IRS-compliant tax planning solutions to ensure long-term financial success.

At Tax Plan Strategists, the mission is to help business owners, professionals, and high-net-worth individuals take control of their taxes and build lasting financial security. The firm does not just prepare tax returns but develops customized tax plans that help clients legally reduce their tax burden while ensuring full IRS compliance with evolving tax laws.

If you are looking for a tax strategist who understands the complexities of tax law and wealth preservation, schedule a consultation today to start keeping more of your hard-earned money—legally and strategically.