Freedomfolio

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Strategic Tax Planning for Business
Owners & High-Income Earners

At Freedomfolio, we help you keep more of what you earn with proactive,
personalized strategies that eliminate surprises and maximize savings.

Unlock Your Tax Strategy

Why Choose Freedomfolio’s Tax Strategy Planning?

  • Minimize Your Tax Burden: Leverage IRS-approved strategies to lower your tax bill.
  • Increase Cash Flow: Implement strategies that create more income for your business and personal finances.
  • Grow Your Wealth: Build wealth through tax-efficient strategies that work year-round.
  • Plan for Major Life Events: Develop a strategy that accounts for significant tax changes during major life transitions, such as retirement, marriage, or the sale of your business.

What We Offer?

  • Proactive Tax Coaching: We analyze your financial situation and implement strategies to minimize your tax liability.

  • Over 400 IRS-Approved Strategies: Tailored, legal strategies to help you pay the minimum tax owed, including entity structuring and advanced deductions.

  • Ongoing Tax Maintenance: Continuous support with regular reviews to keep your tax plan optimized year-round.

  • Expert Tax Guidance: Led by Shanli Liu, CPA, MTax, our team provides personalized advice and in-depth expertise in tax laws and strategies.

How We Work With You?

  • Initial Consultation: We review your financial situation and assess your current tax strategy for improvement.

  • Customized Tax Strategy: We create a tailored plan with short- and long-term goals and actionable steps.

  • Ongoing Support: We provide monthly updates and analysis to keep your strategy aligned with your goals.

  • Annual Tax Optimization: Each year, we review and suggest new strategies for continued tax savings.

 
 

Benefits of Working with Freedomfolio.

  • Proactive, Year-Round Strategy: We work with you all year, not just during tax season, to deliver long-term results.

  • Custom-Tailored Solutions: Our strategies are personalized to fit your unique financial situation and goals.

  • Tax Savings That Add Up: With over 400 approved tactics, our clients save millions through aggressive yet legal strategies.

Schedule a Strategy Session

Tax Planning Services We Offer

  •  Proactive Tax Strategy & Coaching
  •  Entity Structuring & Advanced Deductions
  • Ongoing Tax Review & Maintenance
  • IRS-Approved Legal Tactics (400+ Strategies)
  • Expert Guidance from Licensed CPAs

Who We Serve

  • Small Business Owners – Keep more of what you earn without worrying about compliance.
  •  High-Income Professionals – Minimize tax liability and optimize wealth-building.
  •  Self-Employed & S Corp Owners – Maximize deductions and streamline planning
    year-round.

Why Business Owners Choose Our Tax Planning

  • Save thousands annually with IRS-approved strategies

  • Year-round guidance to stay ahead of tax law changes

  • Entity structure reviews that reduce audit risk and taxes

  •  Personalized plans tailored to your income, goals, and industry

  •  Trusted support from licensed tax experts, not generic software

How It Works

  • Schedule a free consultation

  • We review your current tax structure and goals

  •  You get a tailored, proactive tax strategy

  •  We support and optimize your plan all year long

Schedule a Strategy Session

Trusted by Business Owners Nationwide

What Our Clients Say

Shirley and her team have given us fantastic insights into multiple tax saving strategies for our small business. She keeps her eye on the big picture of where we are now and where we hope to get to. She's very responsive and has the resources to help with my many questions. We appreciate working with Shirley and the people on her team!

Valerie Hall

Trade Business Owner

I have work with Shirley for many years. As a small business owner, Shirley helps me with everything that business owner needs, accounting, bookkeeping and taxes. She and her team are very professional and quickly response. Highly recommend!!!
 

Chenisa Muangma

Spa Owner
More reviews

FAQs

What is Tax Strategy Planning?

Tax Strategy Planning involves proactively identifying and implementing strategies to minimize your tax liability, optimize your financial situation, and maximize savings year-round.

Who can benefit from this service?

Our services are ideal for high-income earners, business owners, and self-employed individuals with annual revenues of $1M+ and tax liabilities of $100K+.

How much can I save with a tax strategy?

Our clients have saved millions by leveraging over 400 IRS-approved tax-saving tactics. Savings vary based on your unique financial situation and goals.

How does your approach differ from traditional CPAs?

Unlike traditional CPAs, we offer year-round proactive coaching and personalized tax strategies, while traditional CPAs focus mainly on filing taxes during the season.

Get Started with Freedomfolio

Let Freedomfolio guide your tax planning with proactive, personalized strategies that help you keep more of what you earn.

Secure Your Tax Savings Now