Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations through research and frequently attending tax education. Our businesses and individual clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize their taxes throughout the year, not just at the end of the year.
We recommend Tax Saving Strategies that help you...
Grow and preserve assets by keeping Uncle Sam out of your pockets.
Defer income so you can keep your money now and pay less taxes later.
Reduce taxes on your income so you keep more of what you make.
Reduce taxes on your estate so your family keeps more of what you've made.
Reduce taxes on your gifts so you can give more.
Reduce taxes on your investments so you can grow your wealth faster.
Reduce taxes on your retirement distributions so you can retire in style.
Our Process..
Step 1: $350 Tax Discovery Session - An analysis of your last filed tax returns to identify any mistakes or missed opportunities that could cost you thousands.
Step 2: Tax Planning - A series of personalized meetings where strategies are presented to assist you in reducing your taxes.
Step 3: Tax Preparation and Coaching - Your tax return will be prepared and reviewed by our tax professionals.
Step 4: Annual measurement and review of your tax savings - We will measure and report the cash you have saved with your tax planning.
Remember, we work for you not for the IRS. Many of our clients save money in reduced tax liability through careful planning and legitimate tax strategies.