Cleopatra A. White, CPA, MBA
Cleopatra White helps real estate investors and small business owners save money on taxes so they can live an incredible life and leave an amazing legacy. She is a CPA and has an MBA and has over 20 years of experience.
About Planning and Taxes
Helping You Decide Smarter on Planning and Taxes
Who We Are
We are financial superheroes on a mission to help you conquer your finances! We know planning and taxes can be overwhelming, which is why we offer personalized advice on tax planning, investments, and retirement. Our team is fun, friendly, and always here to the rescue when you have finance concerns. A small business owner? Or an individual seeking tax guidance? We've got your back. Join us today and let's achieve your financial goals together.
What We Do
We offer tax planning, investment strategies, retirement planning, and small business services. We will help you slay your taxes, grow your wealth, and plan for a secure future. We are also committed to improving your financial literacy to make you feel empowered in making smart decisions. Join the Planning and Taxes family today and conquer finance like a superhero!
Our Comprehensive Financial Services
Tax Planning
Our tax experts are here to help you slay your taxes and maximize your savings.
Investment Strategies
Let us be your financial sidekick and help you grow your wealth with a personalized investment strategy.
Retirement Planning
We'll help you plan for a financially secure future, so you can retire like a superhero.
Small Business Services
We'll be your financial partner-in-crime, handling all your small business needs from bookkeeping to tax preparation.
Financial Education
Our mission is to empower you with financial knowledge and help you unleash your financial potential.
Estate Planning
Our team can help you plan for the future of your estate, ensuring your assets are protected and distributed accordingly.
Here are some of the feedback from our awesome customers
Jesse
"Planning and Taxes helped me navigate the complexities of tax planning and I couldn't be happier with the results! Their team of experts provided personalized advice and strategies that helped me maximize my savings. They're friendly, knowledgeable, and truly care about helping their clients achieve their financial goals."
Hilarie
"I highly recommend Planning and Taxes for anyone looking for investment strategies that work. Their team helped me develop a personalized plan that aligned with my goals and risk tolerance. They provided ongoing support and advice, and I've seen significant growth in my portfolio since working with them."

Brooke
"As a small business owner, I was struggling to keep up with bookkeeping and tax preparation. Planning and Taxes took on all my small business needs and provided expert advice on tax planning and strategies to help me grow my business. They're responsive, reliable, and truly care about helping their clients succeed."