Mark Perlberg: Tax Planning

Show Summary:

In this episode of the Grow My Accounting Practice Podcast, Mark Perlberg, founder of Prosperl CPA, joins the show to discuss how accounting professionals can elevate their services through proactive tax planning. Based in Atlanta, Georgia, Mark specializes in advanced tax-reduction strategies for high-income real estate investors and entrepreneurs across the U.S. He shares his insights on what it takes to build a team capable of delivering high-value tax planning rather than simply filing returns, emphasizing structure, communication, and the right mindset for firm growth.

Mark dives into several key tax strategies that accountants can use to better serve their clients, including the importance of capturing "use it or lose it" deductions before they expire, creative approaches for high-earning W-2 clients, and how to leverage solar tax incentives to help clients save while investing in renewable energy. His perspective challenges traditional thinking and offers practical ways to identify opportunities that often go unnoticed in standard compliance work.

Throughout the conversation, Mark highlights the power of overcommunication — ensuring clients understand their tax strategy, timelines, and next steps. By leading with transparency and education, he demonstrates how firms can build stronger relationships and deliver measurable results. This episode is packed with actionable insights for accountants ready to move from reactive tax filing to strategic tax planning that creates lasting client impact.

 

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