Not just tax compliance. We actively work with you to lower your taxes with tax planning.

Tax Planning & Implimentation

The first rule of taxes is to legally lower them. The second rule of taxes is to legally lower them. Do you see where I am going with this?    Tax planning is the process of looking at a person’s life, business, and regulatory requirements to reduce taxes LEGALLY.

Legally lowering taxes and increasing personal wealth

The Truth is not many firms want to do tax planning, or if they do, they don’t  help you implement it; they give you the advice and then let you do the rest on your own. We have built a network of tax attorneys, financial advisors, and other business professionals to help implement what we recommend to make the process as smooth and easy as possible.

The different area that we look at when doing a tax plan are:

  1. Deductions
  2. Legal Entity Structure
  3. Retirement
  4. Insurance
  5. Loopholes
  6. Tax Cuts & Jobs Act Updates
  7. Niche Specific Strategies

Tax Preparation

Long gone are the days where your CPA wants to do something one way, but the person doing your books does it another. Bennett Financials ensures that everything is moving toward one specific goal throughout the year, which is lowering your taxes. This makes filing your taxes quick and efficient, but it also ensures that you keep as much cash in your pocket.