Tax Planning Services
You’re overpaying your taxes. Bold assumption? Yes. Likely? Also yes.
Especially if you’re relying on your tax preparer to find all your legal deductions. Their goal is to make sure you file on time and maintain compliance. Our goal is to also do that while making sure that you legally keep as much of your hard-earned cash as possible with our consultative tax planning services.
Tax Planning Services
Keep More Cash
We start our tax planning partnership with you by conducting a full analysis of your business, which includes:
- Deduction Review & Strategy Planning
- Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
- Retirement Options & Plan To Hit An Extra 1M By Retirement
- Insurance Review To Protect Assets & Reduce Taxes
- TCJA (Trump Tax Cuts), FFCRA, CARES Review For Liability Minimization IRS & Court Case References Support Positions
If (and when) we find ways where you can legally keep more cash and maximize deductions, we help you implement those changes and include ways to continue saving throughout the year.
Tax Preparation Services
Plan and Prepare for Success
In addition to adding custom strategies to your Profit Plan, we do everything included in our bookkeeping services, as well as:
- Core Tax Planning & Implementation
- Quarterly Estimated Payments
- Quarterly 1 on 1 Review of Tax Position
- Business & Individual Tax Preparation
- Ensure Your Return Is Prepared Accurately In Accordance With The Results
- Incorporate Any Tax Planning To Ensure The Bare Minimum Is Paid Based On Actual Activity
Let’s start a conversation. Schedule a call with us now to see how we can help you keep more cash.
