Strategic Tax Planning for Small Business Owners and High-Net-Worth Individuals

Customized Tax Strategies Delivered by Expert CPAs

Taxes Shouldn’t Be Your Largest Expense

Many individuals and businesses find that taxes consume 30-40% or more of their annual income. Unfortunately, up to 27% of tax returns contain errors or missed opportunities that could save significant money for the taxpayer. If you’re committed to growing your wealth and business, it’s time to upgrade to a CPA team that can help you scale efficiently.

How We Can Help

Initial Consultation

Meet with your dedicated Business Advisor to discuss your business, set engagement expectations, establish a timeline, and gather the necessary information to start your engagement.

Strategy Sessions

We'll educate you on the recommended tax strategies, ensuring you understand the benefits and properly utilize the Tax Code to your full advantage.

Comprehensive Tax Plan

Receive a comprehensive, personalized tax reduction plan that details our recommendations and action steps, allowing you to review them anytime and keep your plan on track.

Increased Tax Savings

Our tax strategy service aims to minimize your tax bills and ensure you capitalize on significant tax-saving opportunities.

Our Comprehensive Planning Process

Step 1: Initial Exploration

We start by gathering baseline information. You'll have an initial consultation with your Advisor to discuss your current situation and future goals. During this phase, you’ll work closely with your Advisor to identify opportunities and develop a tax plan designed to minimize your tax bills.

This step includes:

Completing the Client Questionnaire
Reviewing your prior year tax returns, financial situation & accounting system
Holding an initial consultation with our team of dedicated professionals

Step 2: Planning and Strategy

In the initial planning phase, you'll collaborate with your Advisor to identify tax-saving opportunities and create a comprehensive tax plan. At the end of this phase, you'll receive a written tax plan summarizing each strategy, its application to your situation, and the necessary action steps to implement the plan.

Our process includes:

Multiple advisory calls
Walkthrough of strategies to minimize your tax liability
Delivery of comprehensive tax plan

Step 3: Continuous Support

After the initial planning phase, your Advisor will continue to support you throughout the year as your ventures and finances evolve.

Ongoing support includes:

Email support
Monthly or quarterly check-in calls
Review of financial performance and accounting
Year-end tax mitigation decision support