TAX PLANNING

Eliminate the stress and anxiety associated with your taxes

If someone were to ask you what your biggest expense is, most of people wouldn’t say taxes, when indeed, it likely is. Taxes isn’t something you just “have to” do without being empowered to know how you can minimize your tax liability, while maximizing your profit and what you keep. When it comes to building wealth, its not simply about what you make, it about what you keep.

OUR  3 STEP APPROACH 

Tax Planning

  • Deductions
  • Legal Entity Structure 
  • Retirement 
  • Insurance
  • Loopholes
  • New Tax Laws – Tax Cuts and Jobs Act
  • Niche-Specific Strategies

Tax Compliance

  • Process of hands-on tax strategy implementation
  • Annual filings that properly capture tax strategies

Tax Resolution

  • Preparing and filing back-taxes
  • Representation to negotiate reduction and establish installment agreements

IMAGINE IF SOMEONE COULD TAKE THIS OFF YOUR PLATE

  • Annual Filing of your taxes
  • Quarterly Tax payments
  • Knowing exactly when and how to allocate money to legally reduce your taxes
  • Keep your Accounting and bookkeeping up-to-date
  • Talk to the IRS on your behalf if there is an issue

WHO ARE WE RIGHT FOR?

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People who are serious about not overpaying in taxes and want to learn the strategies to keep more money in their pocket

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People who prefer to focus on what they are uniquely qualified to do and want to work with a trusted advisor who can manage their Tax and Accounting needs

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People who have growing income and realize it’s time to put a real strategy in place to maximize their money

WHO ARE WE NOT RIGHT FOR?

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People who want to avoid taxes that you are legally obligated to pay

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People who would rather focus on cost rather than understanding the return on investment of true tax planning

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People who are not willing to take the time to put together a proactive tax plan

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People  who think paying high taxes “is what it is” and aren’t open-minded to the strategies that exist.

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People who look at tax planning as reactive and only address their taxes when they have a problem or once a year when it’s time to file

If you’ve been wanting to get in more control of your tax situation or take advantage of strategies used by the tax savvy, then book a call to learn more about how we can help.