Retain more wealth with strategic tax planning

To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.” It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right before then, by April 15 it’s just too late.

Have you organized your business right? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future. Are you taking advantage ofallthe legitimate deductions, credits, loopholes, and strategies the tax code offers?

We partner with business owners and investors to address these topics and more. We don’t just record the history you give us. As Certified Tax Coaches, we go beyond, to give you proactive advice and strategies that help you earn more and keep more.

Stay out of trouble with quarterly and annual tax compliance

Effective tax preparation can help you to minimize your future tax liability. We can prepare both your personal and business tax returns, ensuring that you benefit from all the deductions and credits you’re entitled to take. We understand how the latest federal, state and local tax legislation and other developments affect you and your business, and we are constantly identifying new ways to reduce federal, state or local tax liabilities based on your current situation.

Structure your business entity with the end-goal in mind

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.