Precision Planning Group
Precision Planning Group
Precision Planning Group
Proactive, high-impact tax strategy for high-net-worth individuals, business owners, and the advisors who serve them. We engineer outcomes before the tax event — not after.
Enrolled Agent–led · licensed nationwide · 24 years in practice.
Why us
A traditional CPA calls you in April to report what already happened. By then, the decisions that shape your tax bill are locked in and the window has closed.
Every dollar sent to the government is a dollar that stops compounding inside your portfolio — forever.
We engineer proactive tax architecture that prevents the tax from occurring in the first place, then implement it with documented, defensible precision.
How we evaluate every client
We review your full financial picture across four distinct zones — each a category where strategic planning can materially reduce your tax burden and improve long-term outcomes.
Lower the income subject to tax this year through tax-credit participation, accelerated depreciation, and structured deductions — most impactful for high earners at top marginal rates.
Fix how income is classified and taxed at the entity level — entity selection, S-corp compensation design, multi-entity planning, and legitimate income shifting.
Turn real estate and investments into tax efficiency through cost segregation, short-term rental treatment, real estate professional status, and capital gains timing.
Coordinate Roth conversions, retirement bracket planning, capital gains timing, and estate structures to minimize taxes across your entire financial life.
Free 60-second tool
Six quick questions. You'll see your estimated annual planning opportunity, the 10-year impact, and exactly which of the four zones are most relevant to your situation.
We'll send a one-page summary of your opportunity and reserve your no-obligation Precision Pathway Call.
Estimates are illustrative only, generated from the inputs you provide, and are not a quote or tax advice. Actual opportunity depends on your full financial picture and current tax law. No specific result is guaranteed.
Our system
Not a preparer — a system. Every engagement moves through the same five documented pillars, so the outcome depends on the method, not on any one person.
A forensic read of your entire financial picture — entities, income streams, state exposure, liquidity horizon, estate considerations, and goals.
We don't suggest tactics — we design architecture: entity layering, income shifting, timing, depreciation, compensation, trust and exit structures, and state arbitrage.
Every plan is modeled across base, optimized, conservative, and aggressive cases — so you always see where you are, where you could be, and what it takes.
A quarter-by-quarter roadmap that turns strategy into execution — entity formation, payroll and retirement structuring, cost segregation, and year-end timing.
Quarterly strategy reviews: what changed, what risk shifted, what opportunity emerged, what needs adjusting. You have a tax board — not a tax preparer.
"A tax board, not a tax preparer." That's how elite firms operate — system over personality.
Who we serve
The Precision Method is the same rigorous system for everyone — translated for the specific world you operate in.
HVAC, plumbing, electrical, and general contractors turning revenue into lasting wealth.
Owners and their brokers structuring a sale to keep far more of the proceeds.
Portfolio owners eliminating capital gains drag and keeping capital compounding.
A white-label tax layer that protects clients from drag and grows your AUM.
The quantitative tax engineering behind your clients' legal structures.
Founders protecting equity with QSBS, R&D credits, and pre-exit structuring.
Proof of performance
Actual client work with identifying details removed — the rigor of the method, quantified.
"A CPA referred me to Roger Herring, and his firm has prepared my taxes ever since. They aren't just number crunchers — they save me thousands. I recommend them to anyone looking for real, industry-specific tax strategy."
Case studies reflect actual client engagements with identifying details removed. Figures are estimates and projections based on the planning consultation; actual results depend on implementation, timing, and individual circumstances. No guarantee of tax savings is expressed or implied. Strategies are evaluated under current law, including provisions of the One Big Beautiful Bill Act. This material is for informational purposes only and does not constitute tax or legal advice.
Common questions
High-net-worth individuals, business owners, real estate investors, and the professional advisors who serve them — including business brokers, RIAs, and attorneys. We work with clients nationwide.
It's our core planning deliverable: a comprehensive review of your financial picture across the four opportunity zones, followed by a customized plan that quantifies the financial impact of every recommended strategy before implementation begins.
We're an Enrolled Agent–led tax advisory firm. Enrolled Agents are federally licensed to represent taxpayers before the IRS, which is what lets us serve clients in all 50 states.
Most accountants look backward to file returns. We look forward — engineering tax outcomes before the taxable event occurs, through a documented, repeatable system called The Precision Method™.
Reserve a Precision Pathway Call — a no-obligation conversation to understand your situation and identify where proactive planning can help most.
Ready to begin?
Contact Precision Planning Group to schedule your consultation and discover what's possible for your financial future — starting with your Advanced Tax Blueprint.
No obligation · Enrolled Agent–led · Serving clients nationwide