About Us | Trusted Tax Experts for High-Income Earners
Accountant | Finance Expert | Tax Strategist
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.
Have You Got A Huge Tax Liability?
Our advanced tax strategies will maximize your savings.
Without a tax plan, you're overpaying your taxes.
Has your CPA ever casually said, "That's just the way it is"?
You need Tax Plan Strategists LLC.
Tired Of Paying The IRS All Your Money?
Get strategic and stop giving the IRS all your money.
It's time to figure out your tax situation once and for all.
Has your CPA said, "Paying taxes means you made money"?
You need a Strategic Tax Plan!
Our Dedicated Team
Jerry Pani - CEO
With over 20 years of experience, Jerry Pani 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, and protect wealth. Leveraging deep knowledge of complex tax codes, Jerry uncovers opportunities often missed by traditional preparers, enabling clients to keep more earnings and build lasting financial security.
Curtis Clark - Certified Plan Fiduciary Advisor
With over 25 years in financial services, Curtis Clark specializes in retirement planning and investment consulting. As a Certified Plan Fiduciary Advisor, he guides corporations, non-profits, and individuals in optimizing retirement plans, managing risk, and ensuring compliance. Curtis also advises on investment management, income planning, insurance, and tax-efficient strategies. A proud military veteran, he is committed to community service and helping clients achieve lasting financial security.
Blessing Aseh - Senior Tax Advisor
Blessing Aseh 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.
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 creative approach and strategic insight drive measurable results, ensuring marketing efforts not only capture attention but also inspire action.
