TAX PLANNING SERVICES

Lack of tax planning can get you and your business into trouble quickly. Help reduce that stress by having tax strategies in place ahead of time.

SOME WAYS WE ASSIST YOU WITH TAX PLANNING ARE BY…

  • Helping you to defer income so that you can save money now and pay less taxes in the future
  • Lower taxes on your income so that you can keep more of your earnings
  • Lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more
  • Finding legal tax deductions that can work for your particular situation

 

Tax Compliance VS Tax Planning

Tax Compliance

The aim of tax compliance is to follow the rules of tax law, file the returns and forms necessary, and pay any tax due by the deadline. The focus is on transactions that have already occurred in the past.

 

Tax Planning

The aim of tax planning is to find legal ways of postponing tax and/or minimize your tax liability. We accomplished this by implementing tax strategies relevant to your specific situation and forecast various outcomes.

WE OFFER A PROACTIVE APPROACH TO OUR CLIENTS TAX PLANNING NEEDS

We conduct regular review meetings with our consulting clients. The timelier we receive information, the more proactive we can be when specific situations come up.

What’s Next?

COMPLETE THE LET'S GET STARTED QUESTIONNAIRE

Complete the questionnaire to determine if we are a fit, schedule a discovery call, and get started on a new path working together

DESIGN YOUR PLAN

Based on your needs and goals, we will help you develop and implement your profit plan

PEACE OF MIND

We partner with you to create a plan necessary to grow and maintain a profitable and financially healthy business!

“Most business owners don’t take their profit or pay themselves first. We specialize in implementing a cash flow management system that allows them to keep more of what they make to support the lifestyle they deserve.” – Lori Mercaldi