STRATEGIC & innovative thinking
WANT TO BE SMARTER WITH YOUR MONEY?
For most Americans, taxes are their single biggest expense. Cutting your tax bill can mean big changes and opportunities in your future. Can you imagine what you would do with an extra $15,000 per year? That’s the average amount we’re able to save our clients per year through our proactive tax strategies.
Most tax professionals are not tax planners.
They fill in the box and make sure you’re compliant. Most tax preparation is reactive—reporting last year’s expenditures to file the tax return and trimming tax costs where possible using things YOU’RE ALREADY QUALIFIED FOR.
Every piece of advice we give you is supported by the U.S. tax code. You can stop leaving money on the table out of fear of attracting the IRS’s attention.
We’re the tax planning pros. Anyone can report taxes. Enrolled Agents can potentially REDUCE taxes.
Did you know, for instance, that you can…
- Move your income into lower tax brackets by splitting income among family members or legal entities.
- Shift income and/or expenses to different years in order to best take advantage of lower rates.
- Defer tax liability through some types of investment options.
- avoid tax liability through some types of investment options, both on the federal and state level.
- Increase your tax deductions by purchasing things that you enjoy.
These, and other
Tax Saving Strategies
will help you:
- benefit from the growth and savings of your own assets by keeping them out of the government’s hands.
- reduce taxes on investments so that you can grow your money quicker.
- keep more of what you make by reducing your taxed income.
- defer income in order to keep your money now and pay your taxes later.
- understand estate taxes and planning so that your family gets to keep more of what you make.
- give money while reducing taxes to maximize your giving potential.
- plan for retirement in ways that best benefit you rather than the IRS
Cutting-Edge advice
Building wealth, creating futures.
We can help you be proactive about your tax bill by thinking ahead and planning activities and transactions designed to reduce your taxes. This service includes a review of your situation and goals and includes one or more planning sessions to present options available to you to legally pay fewer taxes.
You have four options when it comes to our Tax Planning Services
Simple Pricing Options
Not ready to commit to a full plan? No worries, we also offer scenario-based projections and tax planning consultations that are billed hourly. The starting rate is $200/ hr.
Tax Plan
One Time
Includes:
✓The Tax Plan For Current Year & Beyond
✓Deduction Review & Strategy Planning
✓Legal Entity Optimization Across LLC, S Corp, C Corp, and Partnerships
✓Retirement Options To Save While Minimizing Taxes
✓Insurance Review To Protect Assets & Reduce Taxes
✓TCJA, FFCRA, CARES Review For Liability Minimization
✓ IRS & Court Case References Support Positions
Tax Plan w/
Core
Implementation
One Time
Includes:
✓The Tax Plan For Current Year & Beyond
✓Deduction Review & Strategy Planning
✓Legal Entity Optimization Across LLC, S Corp, C Corp, and Partnerships
✓Retirement Options To Save While Minimizing Taxes
✓Insurance Review To Protect Assets & Reduce Taxes
✓TCJA, FFCRA, CARES Review For Liability Minimization
✓ IRS & Court Case References Support Positions
✓Core Strategy Implementation
Tax Plan w/
Core
Implementation, Preparation and
Quarterlies
Quarterly
Includes:
✓The Tax Plan For Current Year & Beyond
✓Deduction Review & Strategy Planning
✓Legal Entity Optimization Across LLC, S Corp, C Corp, and Partnerships
✓Retirement Options To Save While Minimizing Taxes
✓Insurance Review To Protect Assets & Reduce Taxes
✓TCJA, FFCRA, CARES Review For Liability Minimization
✓ IRS & Court Case References Support Positions
✓Core Strategy Implementation
✓Business Tax Preparation
✓Individual Tax Preparation
✓Quarterly Estimated Payments
✓Quarterly Core Tax Planning & Implementation
✓Quarterly 1-on-1 Review Tax Position