

We have successfully received your FREE LLC Setup submission and one of our friendly team members will be in touch with you shortly.

Oops! Something went wrong.

Tax Planning / Advisory

Most business owners and high-income individuals overpay in taxes. What does that mean? Every year, millions of dollars in unclaimed deductions and tax credits go to the IRS, instead of funding business development and building wealth. CPA helps its clients lower their tax liability by pinpointing exactly which tax credits, deductions, and tax reduction strategies are available to them.

TAX PLANNING IN A NUTSHELL

Average annual income tax savings: $37,000+ Tax planning is a comprehensive, custom analysis of your tax structure and finances, undertaken to determine strategies for lowering your tax liability – both for your business and for you as an individual.

This is where we excel over the competition: our strategies are not limited to just tax-advantaged purchases or funding retirement plans. We bring our clients bona fide tax strategies, including Research and Development tax credits, green energy projects with Investment Tax Credits, 1031 exchanges, charitable donation deductions with an ROI, and many others. We take the guesswork out of taxes and tax reduction planning.

HOW IT WORKS

INTERESTED TO SEE IF YOU’VE BEEN OVERPAYING IN TAXES?

‍

1. TALK WITH US
‍Not everyone is a good candidate for tax planning. To see whether we can benefit you, we ask you to schedule a complimentary virtual consultation. We may also ask to see your tax returns

2. RECEIVE YOUR PLAN
‍ It takes us approx. 4 weeks to research your custom tax plan. Each tax strategy will be explained to you in detail – including comprehensive projections based on your tax returns and earnings.

3. SAVE
‍Your plan will contain an average of 3 to 10 tax reduction strategies. Once implemented, you will see tangible tax savings on your next tax return.

SCHEDULE A FREE CONSULTATION

‍

Your peace of mind is important to us

‍

Experience

Your tax plan will be prepared by a licensed CPA with over 20 years of tax experience. You will be in the best of hands.

Compliance

As a licensed CPA firm, we are required to act with professional responsibility as outlined by the Internal Revenue Service.

Convenience

We work with clients in all 50 states, use bank-level security for document sharing, and host virtual meetings to make things easier and more convenient for you.

Low Value + High Risk

CHAOTIC

No formal analytic structure
No analyitcs management / occurs in silos
Employees’ analytic capabilities vary
KPIs undefined: based on ad hoc & chaotic metrics
Employees’ Low or mixed confidence in reports capabilities vary
Employees’ Low or mixed confidence in reports capabilities vary
Lack data-driven decisions

Low Value + High Risk

REACTIVE

No formal integrated enterprise reporting
Analytics management is departmentalized
Employees’ analytic capabilities Employee’s analytic competences vary
KPIs focus on the past: asking what happened last week/month/year

Medium Value + Medium Risk

DEFINED

No formal integrated enterprise reporting
KPIs focus on present metrics/real-time: asking what is happening today and why
Defined key metrics shown within dashboards and scorecards
Employee analytics competencies vary
Analytics management is departmentalized

High Value + Low Risk

MANAGED

Integrated enterprise analytics
Analytics management and processes exist
KPIs focus on future outcomes: measures leading indicators that provide prescriptive changes (e.g. how does changing x, y and z impact outcomes?)
Leveraging internal and external data

High Value + Low Risk

OPTIMISED

Integrate enterprise analytics (including advanced analytics)
Strong analytics management and processes
KPIs focus on predictionsL provide strong confidence levels for taking business actions
Data science is operationalised
Machine learning and AI analysis are used to project KPIs