Advanced Tax Planning
Strategic Tax Solutions for
Long-Term Financial Success
At Citrus Group, we go beyond basic compliance to deliver AI driven, forward-thinking tax strategies that minimize liabilities, preserve wealth, and support your long-term goals. Our advanced tax planning services are designed for individuals and businesses who want to stay ahead of the curve—legally, efficiently, and intelligently.
Who We Serve
High-net-worth individuals & families
A tax planner for minimizing liabilities,
Business owners & entrepreneurs
Corporations & partnerships
Trusts, estates, and family offices
Investors in real estate, crypto, and private quity
Our Advanced Tax Planning Services
Entity Structuring & Optimization
Choose the right business structure to maximize tax efficiency.
S-Corp vs. C-Corp vs. LLC analysis
Holding company and multi-entity strategies
Cross-border structuring for international operations
All working collaboratively under one roof, with
shared access to client data and a unified strategy.
Income Shifting &
Deferral Strategies
Legally defer or shift income to reduce current-year tax burdens.
Includes:
Retirement plan optimization (401(k), SEP, defined benefit plans)
Deferred compensation and stock option planning
Corporations & partnerships
Family income splitting and gifting strategies
Real Estate &
Investment Tax Planning
Real Estate & Investment Tax Planning
Includes:
Cost segregation studies
1031 exchanges and opportunity zone investments
Passive activity loss planning and RE professional status
Trust, Estate & Wealth Transfer Planning
Preserve generational wealth and reduce estate tax exposure.
Includes:
Grantor and irrevocable trust strategies
Charitable giving and donor-advised funds
Estate freeze and valuation discount techniques
International Tax Planning
Navigate the complexities of cross-border taxation
Includes:
Foreign tax credit optimization
Controlled Foreign Corporation (CFC) and GILTI planning
Expatriate and inbound/outbound structuring
Tax Risk Management & Audit Readiness
Proactively manage tax exposure and prepare for scrutiny.
Includes:
IRS audit defense strategies
Documentation and substantiation planning
Transactional tax risk reviews
Why Choose Citrus Group?
Tax Risk Management & Audit Readiness
At Citrus Group, our integrated service model brings together CPAs, tax attorneys, financial advisors, and business consultants under one roof. This allows us to deliver:
IRS audit defense strategies
Documentation and substantiation planning
Transactional tax risk reviews
Let’s Build a Smarter Tax Strategy
Whether you're planning for retirement, expanding globally, or preparing for a liquidity event, Citrus Group is your trusted partner in advanced tax planning.
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
United States
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel –(888) 530-1930
Mailto– [email protected]
United Kingdom
Address – City Reach, 5 Greenwich View Place, London E14 9NN
Tel – +44 20 3930 8008
Mailto– [email protected]
Africa
Address – Ding City Carrefour Constantin, Matam, Conakry, Guinea
Tel – +224 626 491 724
Mailto- [email protected]
Citrus Group Global T/As Citrus Group.
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