Year-Round Tax Planning Services

Strategic tax planning is one of the most effective ways to protect profitability and reduce unnecessary tax liability. Waiting until year-end tax season significantly limits the strategies available to you. At Bucknam & Conley CPAs, our tax planning services are integrated with our in-house CFO advisory approach, allowing us to align tax strategy with real-time financial data, cash flow planning, and long-term business goals

Our team integrates ongoing financial analysis, projections, and strategic guidance to help business owners and individuals minimize surprises while maximizing long-term tax efficiency. By aligning tax planning with your business goals, cash flow, and growth strategy, we help turn compliance into a forward-thinking advantage rather than a last-minute exercise.

Tax preparation is only one part of the process; true value comes from consistent planning. Through in-house expertise and year-round advisory, we help clients stay ahead of changing tax laws, evaluate potential strategies before year-end, and make informed decisions that support sustainable profitability.

Contact Us Today!

What Our Clients Are Saying

“Carissa has been my personal and professional accountant for the past 15 years.  I am difficult.  Carissa’s professionalism and dedication to details keeps things moving.  I can’t imagine going through the tax process every year without her.  Thank you Carissa!”

Edward Bogdan

Bogdan Lasky, LLC

“As a technology company, we work hard to keep current with changing cyber security regulations and we were looking for an Accounting firm that did the same in their field. We found that with Bucknam and Conley.  They proactively research, are always on top of new regulations and keep us informed of anything that might affect our business. Of course they handle all of the traditional CPA functions like our taxes, but we were looking for more and we found our partner with Bucknam and Conley! We are customers for life and highly recommend them to anyone, especially those that value staying current with a growing business.”

Jim Lapointe - President

Colden Company Inc (Offices in FL, NY and MI)

“We’ve had the pleasure of working with Bucknam & Conley CPAs for our accounting, tax planning, and advisory needs, and the impact on our business has been outstanding. Their team doesn’t just prepare our taxes, they think strategically about our entire financial picture and help optimize our tax position throughout the year, not just at filing time. They also maintain our books and records, lead our annual audit process for several investment funds with 3rd party accounting firms, and provide best-in-class fractional CFO services. Their deep industry expertise and proactive planning have helped us identify opportunities that have materially benefited Evergreen’s profitability and growth.

What stands out most is their personalized service and responsiveness.  We always feel like we have trusted advisors in our corner, not just another vendor. Whether it’s complex multi-state tax matters, strategic planning discussions, or real-time responses to questions from Evergreen or our auditors, the team at Bucknam & Conley consistently delivers thoughtful, high-value guidance.

We highly recommend them to any business owner looking for more than just a CPA, but a true partner in your financial success.”

Greg Guido

Evergreen Property Partners, LLC