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 helping high-income earners, business owners, professionals, content creators, athletes, celebrities, and public figures legally reduce tax liabilities, protect assets, and build long-term wealth. He specializes in advanced tax planning, strategic tax reduction, income and business tax returns, entity structuring, and IRS-compliant tax strategies that consistently outperform traditional CPA services.
Armed with a Master’s in Accounting and Finance and an MBA in Business Management, Jerry combines deep technical tax expertise with strategic financial planning to help clients retain more of their earnings while maintaining full compliance with U.S. tax laws. Through Tax Plan Strategists LLC, he delivers proactive, data-driven tax strategies designed to uncover tax-saving opportunities frequently overlooked by standard tax preparers and mainstream accounting firms.
For more than two decades, Jerry has developed and refined high-level tax strategies for individuals and businesses across multiple industries. His approach is rooted in due skill, care, diligence, and a client-focused mindset, ensuring every recommendation aligns with IRS guidelines and the client’s long-term financial goals. His expertise includes multi-entity planning, wealth preservation, trust and estate tax strategies, tax-efficient investments, and advanced planning frameworks designed to legally lower tax burdens while strengthening financial stability.
At Tax Plan Strategists LLC, the mission is to help entrepreneurs, professionals, and high-net-worth individuals take control of their taxes, maximize their savings, and achieve long-term financial success. The firm goes beyond tax preparation by developing customized, proactive tax plans tailored to each client’s income profile, business structure, industry, and growth goals—ensuring full IRS compliance and optimal tax efficiency year-round.
If you’re seeking a tax strategist who understands the complexities of U.S. tax law, multi-entity planning, and wealth preservation, schedule a consultation today and discover how strategic, IRS-compliant tax planning can help you keep more of your hard-earned money—legally, proactively, and consistently.
Have You Got A Huge Tax Liability?
Our advanced tax strategies are designed to protect your income and maximize your savings.
Without a proactive tax plan, you’re leaving money on the table every single year.
Did your CPA dismiss your concerns with, “That’s just how it works”?
You deserve strategic tax planning, not excuses that keep you overpaying more than you should.
You need Tax Plan Strategists LLC to finally cut your tax burden.
Tired Of Paying The IRS All Your Money?
Stop overpaying the IRS. Start using the same legal tax strategies high-income earners rely on.
It’s time to take control of your tax situation once and for all.
Has your CPA told you, “You paid more taxes because you made more money”?
Did they also tell you, “There’s nothing else you can do to lower your taxes”?
You deserve a Strategic Tax Plan that actually reduces your tax bill.
Our Core Services
Customized Tax Strategies
Individual & Business Tax Returns
Business Entity Optimization
Our Customized Tax Strategies help high-income earners and business owners legally reduce taxes and keep more of their income. We review your financial situation and create a personalized, IRS-compliant plan that lowers your tax burden and boosts cash flow.
Business Entity Optimization
Individual & Business Tax Returns
Business Entity Optimization
Our Business Entity Optimization service helps business owners choose the structure that reduces taxes and maximizes protection. We review your operations and goals to create a personalized, IRS-compliant strategy that boosts tax efficiency and supports long-term growth.
Quarterly Advisory Meetings
Individual & Business Tax Returns
Individual & Business Tax Returns
Our Quarterly Advisory Meetings provide ongoing tax guidance to help business owners stay compliant and reduce liabilities. Each quarter, we review your numbers, introduce new tax strategies that apply to you, and implement them to keep your entire tax plan optimized.
Individual & Business Tax Returns
Individual & Business Tax Returns
Individual & Business Tax Returns
Our Individual & Business Tax Returns service ensures accurate, compliant filing for high-income earners and business owners. We review your documents, apply current tax laws, reduce liability, and expertly handle LLC, S-Corp, C-Corp, and Partnership returns.
Our Dedicated Team
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.
