35-Year Brookfield CPA Firm Targets Missed IRS Deductions With Year-Round Planning Reviews
Brookfield, United States – June 12, 2026 / Clear Path Tax Strategies /
BROOKFIELD, WI – May 26, 2026
Clear Path Tax Strategies, a full-service tax, accounting, and business consulting firm operating as a Brookfield CPA Firm, is broadening access to its proactive tax planning review program for individuals, business owners, and non-profit organizations throughout Wisconsin and across the country. With more than 35 years of combined CPA and tax attorney expertise on staff, the firm is responding to a documented gap: according to the IRS Taxpayer Advocate Service, millions of small business owners and self-employed filers leave significant money unclaimed each year – not through fraud or error, but through the absence of a forward-looking tax strategy.
The announcement arrives as the 2026 tax year introduces shifting compliance requirements and as business owners face increasing pressure to manage cash flow with greater precision.
KEY FACTS
- 35+ years of tax planning, preparation, and resolution experience serving individuals, businesses, trusts, and non-profits
- Same-day free consultations available for new clients facing complex or urgent tax situations
- IRS Taxpayer Advocate Service reports that taxpayer confusion and under-planning remain among the top drivers of avoidable tax liability for small business owners
- Clear Path Tax Strategies offers bilingual (English/Spanish) services – a rare capability among Brookfield-area CPA firms
- The firm’s resolution services are structured to negotiate the lowest possible settlement by law, including Offer in Compromise and installment agreement strategies
- Services span proactive tax planning, IRS negotiation, payroll tax compliance, QuickBooks consulting, and estate/trust tax preparation
The Real Cost of Reactive Tax Filing
Most small business owners engage a tax professional once a year – at filing time. By that point, the strategic window has largely closed. Decisions made between January and October – entity structure, retirement contribution timing, asset depreciation elections under IRC Section 179, and estimated payment scheduling – determine the actual tax outcome. Filing preparation simply reports what has already occurred.
Clear Path Tax Strategies structures its engagements around a methodology it calls a year-round tax positioning review, which maps client income, deductions, and entity decisions against projected liability before Q4 closes. This approach differs from standard tax preparation in a meaningful way: it applies forward-looking analysis rather than backward-looking compliance. In practice, this has included identifying scenarios where a client operating as a sole proprietor could reduce self-employment tax exposure by transitioning to an S-Corp structure – a shift that, depending on net income, can produce material annual savings, though the approach requires consistent payroll infrastructure and introduces administrative overhead that not every small business is positioned to manage.
That distinction matters. Proactive tax planning delivers the strongest results when clients have stable, recurring income and engage early in the tax year. Clients with highly variable or seasonal income may experience reduced predictability in savings outcomes, and the firm addresses that tradeoff directly during initial consultations.
Tax Resolution: Negotiating From a Position of Knowledge
For clients already dealing with IRS collection actions, penalty assessments, or unresolved back tax liability, Clear Path Tax Strategies applies a resolution framework built around the IRS’s own administrative pathways – including Offer in Compromise eligibility analysis, Currently Not Collectible status, and penalty abatement under the First-Time Abatement (FTA) policy. The FTA program, which the IRS introduced to ease the burden on otherwise-compliant taxpayers, remains underutilized: National Taxpayer Advocate reports consistently indicate that eligible taxpayers frequently do not request abatement simply because they are unaware the option exists.
Having CPAs and tax attorneys working within the same Brookfield CPA Firm – rather than referring clients between separate offices – compresses the resolution timeline and reduces the risk of conflicting guidance.
Executive Quotes
“You work hard for your money, and without a real tax strategy reviewed throughout the year – not just at April’s deadline – you could be leaving thousands on the table. Most people don’t realize the decisions that cost them are made in March, not filed in April.” – Lead Tax Strategist, Clear Path Tax Strategies
“We’ve sat across from business owners who came to us after years of filing on their own or with a preparer who never asked about their structure, their retirement plan, or their growth plans. The gap between what they paid and what they could have paid is often the most uncomfortable number in the room. Our job is to close that gap.” – Senior CPA, Clear Path Tax Strategies
About Clear Path Tax Strategies
Clear Path Tax Strategies is a full-service tax, accounting, and business consulting firm based in Brookfield, Wisconsin, with more than 35 years of expertise serving individuals, small to mid-sized businesses, trusts, and non-profit organizations. The firm’s team of CPAs and tax attorneys delivers tailored tax planning, preparation, payroll services, QuickBooks consulting, and IRS resolution support – with same-day free consultations and bilingual English/Spanish services available. Learn more at www.cptstrategies.com.
Contact Information:
Clear Path Tax Strategies
400 N Executive Dr Suite 105, Brookfield, WI 53005
Brookfield, WI 53005
United States
Marketing Team
+1-262-786-4442
https://www.cptstrategies.com
