Tax Planning
We believe many people don’t mind paying their fair share in taxes, but few make any real effort to figure out what their fair share is. When it comes to taxes, we feel many CPAs focus only on compliance: putting the right information on the right forms and meeting the IRS imposed deadline. Unfortunately, with that singular focus on compliance, we believe very few CPAs put the time or energy into proactive tax planning for their clients. Think about it... when was the last time your tax preparer gave you an idea that saved you over $1,000 in taxes?
While we don’t prepare taxes, we do partner with advanced CPA firms to help you with proactive tax planning. The relationship includes more than just sitting down with you at the end of the year to estimate how much you will owe in April. During this proactive tax planning process, we take a comprehensive look at you and your business to determine which sections of the tax code may apply to you that may have been overlooked.
Before we present our suggestions to you, we review our findings with our partner CPA, who ensures that each recommendation is legal and in keeping with current understanding of tax law and accounting best practices. Then we provide you with a footnoted report that you can either implement on your own, with our help, or with the help of a tax preparer of your choosing. We even offer a money back guarantee if we cannot save you taxes in an ethical, moral, and legal way.