STRATEGIC TAX PLANNING
- Are You a Successful Business Owner and
Totally Frustrated By The Taxes You Pay? - Our Client Pay On Average 6.97% in Taxes Per Year
- Strategic Tax Planning is Not the Same Tax Compliance?
Your CPA or Tax Preparer may check all the right boxes to help keep you out of trouble, but that’s not enough! This is merely tax compliance. To save money, you need a Straegic Tax Planning.
If we offered to help you with…
- Paying the minimum tax you legally owe and not a penny more (our clients pay on average 6.97% each year)…
- Increase your financial wealth and holdings (we use over 1500 tax and wealth-building strategies, all of which are 100% legal)…
- Create more cash flow in your business and personal life (so you can invest more, spend more travel more and enjoy life more)…
- Plan for upcoming big life events and their tax impacts…
Would you take us up on that offer?
Determine If You Qualify
Here's how our in-depth tax planning process works.
Initial Consultation
We start with a one-on-one consultation to understand your financial goals and tax situation. This helps me get a clear picture of where you stand and sets the stage for building a tailored plan that aligns with your needs.
In-Depth Financial Review
I then conduct a thorough review of your finances, analyzing income, expenses, investments, and existing tax strategies. This step reveals opportunities for savings and improvement, forming the foundation for a successful tax plan
Tailored Tax Strategy
Next, I design a personalized tax strategy that maximizes deductions, minimizes tax liabilities, and ensures compliance with the latest tax laws. My goal is to help you save as much as possible while reducing stress around tax planning.
Full Implementation
Once the strategy is crafted, I will take care of the entire implementation process. You can trust me to handle the complexities, allowing you to focus on what matters most while I execute your tax plan seamlessly.
Quarterly Reviews
I provide quarterly reviews to track progress, make adjustments, and ensure that your strategy remains effective. This proactive approach keeps you ahead of any changes and ensures that your financial plan stays on track.
Ongoing Year-Round Support
My support doesn’t stop there! I offer year-round guidance, alerting you to any tax law changes and refining your strategy as needed. With my ongoing support, you’ll always be informed and ready for any tax challenges ahead.
AND GET YOUR MONEY BACK!
WE REVIEW FOR APPROXIMATELY 1,500 TAX PLANNING OPPORTUNITIES
Below are Just a Few of the Broader Tax Recovery Opportunities That We Review
Cost
Segregation
Our Cost Segregation Specialists would identify and reclassify assets. Our results are unmatched; we typically reclassify up to 40% of our client’s assets, providing significant tax savings
Entity Structuring Review
Entity structuring analysis is the process of evaluating how an organization or business is structured. The structure a business chooses at the beginning of its existence will determine its legal obligations, tax burdens, financial operations, strategic planning, and operational processes.
Overlooked or Underutilized Deductions
Our income tax professionals review past returns, looking for missed opportunities. We have a vast database of the typical deductions broken down by industry to determine if the client utilizing ALL available deductions.
Review Accounting Methods
Federal Tax Accounting methods determine the timing of revenue, expenses, and treatment of inventory and fixed assets for tax purposes. Our income tax professionals conduct reviews of current accounting methods that can aid in planning to meet a taxpayer’s needs, whether to accelerate expenses to reduce taxable income and potentially create a net operating loss (NOL) or allow deferral of expenses in some cases where a taxpayer may wish to increase taxable income for credit utilization.
Fixed Asset vs. Repairs Review
Proper management and classification of fixed assets are critical to an organization’s tax management and compliance objectives. Improper capitalization of fixed assets can substantially negatively impact an organization’s balance sheet, resulting in missed tax savings and added compliance risks.
Our Fixed Asset Review Service provides a comprehensive analysis of fixed assets to determine current asset classifications, ascertain depreciation reported in prior tax returns, and identify potential asset reclassification to ensure every appropriate tax deduction available is claimed.
Tax Credits and Incentives Review
Our tax credit specialists will look for credits and incentives such as the Federal and State Research and Development Tax Credit (R&D), Work Opportunity Tax Credit (WOTC), Section 45L, Section 179D, Energy Investment Tax Credit, Disaster Zone Employment Retention Tax Credit, Federal and State Employment Zones Tax Credit, Differential Wages Tax Credit, FICA Tip Tax Credit, Small Employer Retirement Plans Startup Costs Tax Credit, and Small Employer Health Insurance Premiums Tax Credit. As opposed to deductions, tax credits are actual dollar-for-dollar federal and State credits available to businesses of any size. Many companies are unaware of the broad scope of activities that qualify for these credits. Evolving statutes, IRS regulations, and court cases continue to credit credit and incentive programs for an ever-widening range of qualified businesses.
What Our Clients Say IS GOOD?
Michael Brown
“We have been using their payroll services for years. They are reliable and efficient.”
Jane Locus
“Their tax preparation services saved us a lot of money. Highly professional and awesome people.”
Martin Frenandez
“The bookkeeping services provided by this company have been exceptional. Highly recommend!”