We can review your situation. We’ll find ways to help. Then, we’ll create a plan to get you back on track while minimizing penalties and interest.

Signs you may be overpaying include:

• Paying over 25% of your income in taxes.
• Lacking a tax plan beyond filing returns.
• Being surprised by your tax bill each year.
• Not knowing what deductions you qualify for.

A review of your past returns and tax practices can find missed tax savings.

Each income stream requires unique tax considerations. We analyze how different revenue sources interact. We then create strategies that optimize your tax position across all income streams.

Strategic tax planning allows you to structure your growth to cut tax impact. This means finding deductions that grow with your business. It also means using tax-efficient growth strategies. Finally, it means planning big business moves with taxes in mind. 

Predictable tax planning includes: quarterly projections, strategy reviews, and clear payment schedules. It means year-round planning, not year-end scrambling. This proactive approach helps drop tax surprises and allows for better financial planning.

Your business structure should align with your goals while minimizing tax liability. The key points are: the tax effects of different entities, strategies for many businesses, and the balance of personal and business tax impacts.

Multi-state operations add complexity to tax planning. We help navigate different state tax requirements, ensure compliance across jurisdictions, and optimize your tax position across all states where you operate.

Effective implementation includes step-by-step action plans, clear timelines and milestones, hands-on support, regular check-ins, and ongoing monitoring and adjustments to ensure strategies are executed properly.

Staying compliant requires regular monitoring of tax law changes, proactive strategy adjustments, implementation support for new requirements, and ongoing compliance monitoring.

While CPAs focus on accurate filing and compliance, tax strategists specialize in forward-looking tax optimization. They work on reducing future taxes through proactive planning rather than just reporting past transactions. Both services can work together complementarily.

Tax strategy isn’t static. We continuously adapt our approach as your business evolves, ensuring your tax strategy remains aligned with your changing business needs.

The initial setup takes 1-3 hours to gather info and set strategies. After that, ongoing tax planning aims for efficiency. It includes regular check-ins and updates only when necessary.

Proper tax planning uses strategies that are 100% IRS-compliant and well-documented. They must base their decisions on the tax code and conduct reviews of them on a consistent basis. All strategies should be supported by proper documentation and professional expertise.

Seasonal fluctuations need special tax planning considerations. We help you manage cash flow during off-seasons. We also optimize your tax position during peak periods.

We offer a comprehensive suite of financial services tailored to entrepreneurs and business owners. Our core offerings include:

Proactive tax planning
CFO services
Bookkeeping
Financial reporting and analysis
Tax return preparation

We shape our services to fit your needs, so you can focus on what you do best – running your business.

We do more than regular tax firms. We’re not number crunchers; we’re your strategic partners. We are your year-round financial partners who help cut taxes and boost your bottom line. We study your finances thoroughly to find savings that other tax firms miss.

We serve entrepreneurs across various sectors. We have particular expertise in working with:

Software and Technology companies
E-commerce businesses
Real Estate professionals (both brokers and investors)
Small Businesses (both individuals or family offices)

We solve specific money challenges and find key opportunities in these industries.

Tax planning helps you manage taxes all year. While tax prep files your returns, tax planning finds legal ways to pay less tax.

We help you save money on taxes throughout the year. We can restructure your business, boost your deductions, and time your income wisely. Planning ahead saves more than reacting at tax time.

The savings from tax planning exceed $15,000 to $25,000 each year through tax strategies. Some clients save even more, based on their specific situation. Over time, these savings multiply into millions when invested wisely.

Most accountants focus on filing accurate, timely tax returns. What we do is different. We plan ahead to cut your taxes all year long.

Our goal is to ensure you’re saving as much as possible, year-round. By teaming up with your accountant, we find hidden savings and create strategies to slash your taxes.

Choose your package based on your company’s size, complexity, and financial needs. We recommend scheduling a consultation with our team to discuss your unique situation. During this meeting, we’ll assess your needs and recommend the most suitable package. Remember, our goal is to provide value that exceeds the cost of our services.

Getting started is easy and risk-free. Here’s how it works:

1. Schedule a free consultation: Let us know your availability, and we’ll set up a time to discuss your needs.
2. Review your history: We’ll study your last three years of tax returns to find savings
3. Create your plan: We’ll design specific strategies to boost your finances and cut your taxes
4. Take action: Once you approve the plan, we’ll put these strategies to work for your business

Some of our strategies can yield immediate results, while others may take a bit longer to maximize savings. However, our process is designed to start saving you money as quickly as possible. Some can see significant tax savings within the first year of working with a tax strategist.

Remember, the sooner we start, the more opportunities we have to implement tax-saving strategies for the current year.

Your satisfaction is our top priority. We’re confident in the value we provide, which is why we offer a free initial consultation. This allows you to see the potential savings and benefits before committing to our services.

If at any point you’re not happy with our services, we encourage you to speak with us. We’ll work diligently to address your concerns and ensure you’re getting the value you expect.