We Help Business Owners

Pay Less Tax

Custom Tax Strategies


for Maximum Savings

When was the last time your tax professional came to you and said,

“Here’s an idea I think will save you money!”

If your answers are “never” and “huh?” then it’s time for a change.

Tax planning should be proactive, with fresh ideas and strategies presented regularly to ensure you’re maximizing your tax savings.

Our team at Tax Planning Boutique ensures that tax-saving strategies are regularly reviewed and updated, so you never miss a chance to save.

Designations

Why Choose Tax Planning Boutique

Over Traditional Accountants

The Problem

Most accountants spend their time recording history. They put the “right” numbers in the “right” boxes on the “right” forms and get them filed by the “right” deadlines. But then they call it a day and move on to the next return. By that point, there’s not much they can do to change that history.

It’s like driving a car using just the rear-view mirror instead of the windshield. You wouldn’t back your car all the way to work, so why treat your taxes that way? You want to know how to pay less, but most accountants aren’t providing that information.

Why Tax Planning?

Tax Planning offers two powerful advantages.

First, it’s the key to your financial defense. Taxes are your biggest expense, so it makes sense to focus on your financial defense where you spend the most.

Second, tax planning guarantees results. You can spend all your time, effort, and money promoting your business. But that can’t guarantee results.

If you fail to plan, you plan to fail.

Our Approach

Tax Planning Boutique offers true, proactive, Strategic Tax Planning. We’ll tell you what to do, when to do it, and how to do it. We will help you make the most of the new tax laws, and catch up on opportunities you may have missed under existing law, while doing it legally, morally, and ethically.

Proud Members of

Ready for Proactive Tax Planning?

Book a Tax Discovery Session today to learn how we can help you pay less in tax.

What Our Clients Are Saying

A friend told me about you, I was hoping to get my tax concerns advised I found most valuable the S Corp vs Schedule C conversion to my advantage. This was very expensive for someone like me with so many life issues post-divorce. I would recommend her services. Lubna knows her tax code, take advantage of that knowledge!

– Kimball Family Dental, DR. SF

I met Lubna at a pain management seminar through Summit Oral Surgeon and received one of her books. I thought her way of marketing was very unique and educational. To my advantage, she works with medical professionals to help maximize their savings. I love that she is local and in my business neighborhood! I absolutely recommend Tax Planning Boutique; she is a pro at tax planning! I trust her because she truly knows what she is doing.

– Troy Dental Studio, Dr. SB

Lubna’s specialty and tax planning services have been wonderful. Advice and constant guidance had benefitted both myself and my company tremendously. She is very on-top of her work and is always available if I need her. I suggest to other professionals to go in and see Lubna, she can save you thousands on your taxes!

– Art Dentistry Center, Dr. SC

I had the pleasure of meeting Lubna in 2017 in San Diego at a tax conference. After learning how 99% of CPA’s do not have the advanced knowledge necessary to help individuals, small and medium size business owners radically reduce their taxes through pro-active planning, I hired Lubna. She did a terrific job for us and ended up saving our company nearly $40,000 in taxes annually! I strongly recommend a comprehensive tax review for you and/or your business. We saved a bundle and could not have done it without Ms. Channa’s Extraordinary expertise.

– M. Babcock

Lubna, thank you for all of your services, helpful information, support, and flexibility. You are the greatest! My family is very grateful to know you. If there is ever anything I can do to be a blessing to you, please let me know. Take care.

– MB

Lubna is extremely knowledgeable in tax planning and accounting, and practices with the highest integrity and ethical standards. I can without any reservation recommend Lubna to any business looking to maximize their tax savings and deductions. She has knowledge “far-beyond” a normal CPA.

– President, Siemens, Digital Factory US, Raj B.

Thank you again for your high level of service. You have been great over the past three years!

– LW

Lubna has been my accountant for several years, she is awesome! My previous accountant did not do half the services that Lubna provided for me and charged way too much. Lubna knows and is on top of the current tax rules and will tell you what you can or cannot claim. I highly recommend her!

– Mary Rose Olejniczak

I had the pleasure of working with Lubna Channo over this last tax year and found her to be extremely knowledgeable, helpful, and responsive. She was thorough in her work, always kept me well informed, and answered my questions or concerns in a timely fashion. She walked me through fairly complex tax strategies in a manner that I could understand, and I appreciated her pleasant demeanor and professionalism. Needless to say, I’m quite pleased with the tax work she did on my behalf, and I don’t hesitate at all to give her my highest recommendation.

– Dr. Glen Villanueva