Your foundation for growth
Our strategic planning accelerates SMBs’ journey to scale.
90
Percentage of our clients who joined us as SMBs
5
Average number of years those clients stayed with us
1Bn
Total number of dollars we’ve saved SMBs
TAX PLANNING
A proactive strategy for compounding savings
Your business deserves more than a once-a-year scramble with a reactive tax preparer. Arvo’s expert tax planning service delivers a better way: a year-round, proactive strategy powered by smart technology and managed by experts with Big Four accounting experience. We provide the forward-looking insights and strategic guidance you need to minimize your tax burden and maximize growth.
Minimize your tax liability with a comprehensive, year-round strategy
Capitalize on every available deduction and credit you’ve earned
Eliminate year-end surprises with proactive planning and clear forecasts
Ensure worry-free compliance with guidance from seasoned tax experts
EXPLORE EVERYTHING ARVO OFFERS
R&D
Bookkeeping
WOTC
Hire disadvantaged job-seekers. Get paid. Win-win.
Bundle
Build a holistic tax strategy. Achieve your goals.
Dedicated tax experts
Proactive strategies
Effective tax planning is more than just filing; it’s a year-round strategy. We analyze every angle of your business—from organizational structure to retirement and exit plans—to build a personalized roadmap that minimizes your liability and aligns with your long-term goals.
Research and Development
Turn your investments in innovation and development into a significant cash refund. Many of your company’s everyday activities likely qualify.
Work Opportunity Tax Credit
Get thousands back on your federal taxes for hiring new employees from diverse backgrounds. The process is simple and rewarding.
Proactive strategies for savings
tax liability, maximize savings, and preserve the capital you need for growth.
Tech
Most tech companies overpay taxes
due to missed deductions; we ensure
your growth isn’t overtaxed.
Manufacturing
Manufacturing faces complex tax
challenges. Our experts can handle
multi-state and other tax positions.
Engineering
Navigating changing regulations is critical.
Our proactive tax planning keeps your firm compliant and profitable.
Medical
Boost your practice’s profitability.
We develop strategic tax plans to minimize liability and reinvest in patient care.
Construction
Tax codes are constantly evolving.
We provide year-round planning to keep
your projects profitable and compliant.
Architecture
Your firm has unique tax implications.
We craft proactive strategies to protect
your profits and future growth.
“The team at Arvo go above and beyond for our team at Barton Staffing to provide us with weekly reporting along with real-time data to make sure we are capitalizing on each and every opportunity. Arvo Tech is more than a vendor; they are a partner.”
“Take the time to sit down and talk with the Arvo team. It’s worth your time. Within 5 minutes you will say yes.”
“The team was super responsive to our request, timeline, and various questiosn. We made the decision to pursue the credit pretty late in the game to meet our tax deadline and they really supported us on the effort. All wins in our book.”
“To be honest, I figured claiming the R&D tax credit would be an awful process, kind of like going to the dentist. With Arvo understanding the program was streamlined, easy, and presented in very simple terms. The team did a great job of removing all the clutter; getting down to what mattered most, and walking us through the process.”
Aunt Flow saved thousands by filling out one form
Tampon start-up saved taxes for developing socially-conscious product dispenser
How Architecture & Engineering Firms Can Capitalize on New R&D Tax Laws
Join our tax experts on October 28, 2025 at 3:00 PM EST to beat the R&D rush.
