Tax Strategy & Planning

Smart Tax Planning. Real-Life Impact.

Most accountants look backward — preparing last year’s return and telling you what already happened.
We do it differently. At Swiech Consulting LLC, we look forward, helping you make strategic decisions before tax season that save time, stress, and money later.

Whether you’re a business owner, a retiree, or simply someone who feels like you’re leaving money on the table, proactive tax strategy can change everything.

Who We Help

We partner with clients who want clarity, strategy, and long-term results — not just another tax return.


That includes:

  • Business owners who want to make sure their structure, deductions, and planning are fully optimized.

  • Individuals and families nearing or in retirement who want to minimize taxes on Social Security, IRA withdrawals, and investment income.

  • Professionals and real estate investors with growing complexity who need an integrated approach that keeps everything aligned.

What We Do

Our process is designed to uncover opportunities most people (and many CPAs) miss:

  • Proactive Tax Planning
    We analyze your situation throughout the year to identify deductions, credits, and timing strategies before they disappear.

  • Roth & Retirement Strategy
    We evaluate opportunities for Roth conversions, distribution sequencing, and long-term tax efficiency — helping you control when and how you pay taxes in retirement.

  • Business Entity Optimization
    From LLCs to S Corps, we help business owners evaluate their entity type and structure for maximum tax benefit and flexibility.

  • Real Estate Tax Opportunities
    For qualified clients, we explore cost segregation, bonus depreciation, and short-term rental strategies that align with IRS rules and reduce taxable income.

  • Charitable & Family Planning
    We help clients design giving strategies and income planning approaches that benefit both family and community while minimizing taxes.

Every recommendation is based on math, law, and logic — not guesswork.

Why It Matters

Most people don’t overpay their taxes because they’re doing something wrong — they overpay because no one is helping them think ahead.
When we work together, we look at your full picture: income, investments, business, retirement, and future goals — so every decision supports the next.

Our mission is simple: to help you gain clarity, confidence, and control over your financial life through proactive tax strategy.

Ready to See What You’ve Been Missing?

Schedule a complimentary 60-minute Tax Strategy Session (a $250 value).
We’ll review your situation, identify potential opportunities, and show you what proactive planning can do for you — no pressure, no obligation.