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Tax Planning For Businesses

If you’re a business owner, investor, 1099 contractor or you have a business idea and need tax and financial guidance, you’ve come the the right place!

Not a business owner? We’ve got you covered! Click here for our tax planning services for professionals.

Our tax planning services are broken down into 3 phases:

Phase one – tax planning services

FREE tax savings discovery session – we’ll review your most recent tax returns and other pertinent information to determine the money that you are losing every year as a result of missed tax savings and potential errors (Don’t worry, you don’t have to share your sensitive information).

I’d like to schedule my free discovery session NOW! Click here to contact us!

Once we’ve determined that you are a good candidate for our services, we will invite you to participate in our proactive tax planning strategy program.

During the tax planning process, we will review and prioritize your goals and objectives and identify tax planning and financial management strategies to optimize your financial position.

1. Formal tax strategy preparation – we will create a personalize roadmap based on the current and future goals of the organization to ensure you’re your financial goals are clearly defined and that you pay the lowest legal amount in taxes.

2. Formal tax strategy planning session – after the formal tax plan is prepared, we will meet to review the tax strategies that we recommend and discuss options for moving forward.

3. Formal tax strategy follow up session – we fine tune your tax strategy based on your preferences and deliver your finalized tax plan.

The purpose of the tax planning process is to identify strategies to help you pay the lowest legal amount in taxes. If you’re a diy business owner, you can take the strategies that we recommend and implement them yourself. Setting up a c corporation is an example of a strategy that would need implementing.

Not the diy type? We’ve got you covered! Click here to review our tax strategy implementation services (also know as phase two).