Orlando, FL accounting firm

Our Philosophy on Tax Planning

“Tax Strategies Are Just Vehicles—You Need a Plan to Drive Them.”

At Perez Goree & Associates, we believe tax advice is deeply personal advice—just like investment advice. One of the biggest mistakes we see is when people focus too much on individual strategies (like real estate professional status, cost segregation, or S-Corp elections) without first establishing a clear plan for where they’re trying to go.

Before we talk about tax strategies, deductions, or entity structures, we ask a more important question:

“What is your bigger plan?”

The Tax Planning Trap: Falling in Love with a Vehicle

Think of each tax strategy as a tool or vehicle—just like a pickup truck, a sports car, or an airplane. Some tools are great in one situation, and totally wrong in another. But too many people fall in love with the tool instead of focusing on the job they’re trying to get done.

We don’t sell “products.” We design plans that are rooted in your personal values, your financial goals, and your season of life.

Tax Planning Is Like Trip Planning

Imagine you're trying to get from Hawaii to New York. You’re not walking there. You’ll probably take a plane across the ocean, then maybe a car once you land, and possibly a bike or subway to reach your final destination.

Each of those is a vehicle. None is the full plan. And none makes sense without first knowing where you’re trying to go.

Tax Strategies Are Tools, Not the Mission

Some people get emotionally attached to a specific technique:

• "I need to set up a trust."
• "Should I buy real estate?"
• "I heard someone say I should do cost segregation."

That’s like asking which vehicle to take without knowing the destination. Strategies like income shifting, defined benefit plans, or R&D credits are just techniques. They’re part of the toolbox—not the foundation of the plan.

Don’t fall in love with the vehicle. Fall in love with your destination.

Plan First. Tools Second. Always.

We always begin by helping our clients answer:

• What are your core values?
• Do you want to retire early or work forever?
• Is legacy planning important?
• Do you want to give to causes that matter?
• How important is time freedom with your family?

Once we understand your true life values, we help design a tax plan that aligns your financial decisions with those values.

What If You’re Just Looking for Compliance Help?

If all this talk about values, goals, and vehicles sounds like mumbo jumbo—and all you really want is someone to:

• File your tax return,
• Run your payroll, or
• Keep your books tidy for compliance…

And you’re not really interested in developing a tax or financial plan—you’re probably looking for a more transactional relationship with your financial professional. And that’s okay. But we may not be the best fit for you.

At Perez Goree & Associates, we value authentic relationships with our clients. We partner with people who want to build a clear path to their goals—and use tax planning as a key driver to get them there.

Bottom Line

Tax planning is not just about paying less.

It’s about aligning your money with your mission.

At Perez Goree & Associates, we don’t just stack tax strategies—we design integrated tax plans that evolve with you and are rooted in your values, vision, and purpose.

Because at the end of the day:

• You don’t need to own the plane.
• You just need to get to your destination—safely, efficiently, and with peace of mind.