Get A Tax Plan

Welcome to Bautista Planning and Analytics, where our mission is to help you navigate the complex world of taxes and create a plan that maximizes your savings. Our team of experienced and certified financial planners specializes in helping clients who are 5-30 years away from retirement. We are part of the select group of financial advisors that offer tax planning services, as only 10-15% of financial advisors in the industry offer this service.

We understand that as you approach retirement, tax planning becomes even more critical. That’s why we offer a range of tax planning services, including retirement account planning, Social Security optimization, and estate tax planning. With our help, you can make the most of your savings and minimize your tax burden.

Our team stays up-to-date on the latest tax laws and regulations, so you can rest assured that your plan is current and compliant. We also offer a range of resources, such as tax calculators, brochures, and webinars, to help you stay informed and make educated tax decisions.

At Bautista Planning and Analytics, we believe that everyone should have access to expert tax planning advice. That’s why we offer our services at an affordable rate and provide a no-obligation consultation to discuss your tax needs.

Don’t wait to start saving on your taxes. With our specialized service, you can be confident that you’re working with one of the few financial advisors in the industry that truly understands the importance of tax planning. Take the first step towards financial freedom by scheduling a discovery call today with our easy to use calendar link. Let’s start creating a plan that will help you achieve your financial goals as you approach retirement.

“Want to learn more about how to save on taxes as you approach retirement? Watch this recorded webinar on tax planning for pre-retirees and retirees. During this informative session, our experts will share their knowledge on the latest tax laws and regulations, and provide you with actionable tips to minimize your tax burden.

Don’t miss out on this opportunity to learn from the best and take control of your financial future.

Have questions about tax planning? check this video out

See how we can assist you with tax planning

What to expect in your complimentary tax planning consultation

Schedule your complimentary 20-minute intro call to get more information

This 20-minute intro call can help us determine if tax planning is right for your situation. Please also download the tax planning checklist to see what documents you need to get a plan completed.


When you do your intro call, you will receive a free copy of my new book, “Your Daily Cup of Joe.”
Can you add a button underneath my book that says “Check out my book on Amazon”


Every day, you can enjoy a micro-lesson that can help increase your personal development. After you enjoy the lesson, you will get two journal prompts to help you reflect and be better prepared to incorporate the wisdom into your life.

I took the best quotes and ideas from the realm of personal development and explained how they could be applied to your life. This way, you don’t have to do the same amount of work as I did by reading over 250 books and many hours of podcasts.