Not the Same old “see you next year” service...
Proactive Tax Planning
- You rely on your accountant for some of your most important information. But what do they actually do with that information?
- At tax time, your books tell your accountant how much tax you owe. You scramble for more receipts and more deductions. But by tax time, it’s usually too late to make a significant impact.
- Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines.
But then they call it a day...
Is that all you really want?
Proactive Tax Planning turns the process upside down!
- Once you've engaged us to perform proactive tax planning services, you'll know exactly how much you'll owe, and more importantly... how much value we bring to the table.
- We'll "Show you the value" via a comparison of keeping the status quo vs. actively partnering with us to ensure true tax savings.
- We'll analyze your entire financial situation and more importantly your personal and business goals and dreams.
100% Satisfaction Guarantee
We offer a 100% Satisfaction Guarantee!
If you implement the strategies outlined in your Proactive Tax Plan, inform us of any significant changes in your anticipated income or financial condition and fully cooperate with us, we guarantee that at an absolute minimum your tax savings will cover your investment in the tax plan.
You have nothing to lose! 🤩
What would you do with an extra...
$20,000, $50,000, $100, 000 $250,000+
In your pocket?
Why send it to the IRS if you don't legally have to? 🤔
We do one thing, and we do it well
Here’s how to “beat” the IRS Legally:
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, by April 15 it’s just too late.
- Have you organized your business correctly?
- Are you utilizing the optimal entity structure?
- Are you benefitting from tax free fringe benefits?
- Are you maximizing your medical expense deduction?
- Are you taking advantage of the new tax laws?
- Are you maximizing your ”Free” 20% Qualified Business Income Deduction
- Are you paying as little as 0% tax on reinvested capital gains?
- Are you writing off your your boat?
- Are you indirectly deducting the cost of private school for your kids?
- Are you making tax favored investments that will yield significant tax savings?
- Are you deducting your business vehicles in full (in the first year)?
- 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 of all of the legal deductions, credits, loopholes, and strategies the tax code offers?
Every tax planning strategy we advise you to adopt will be backed by Internal Revenue Code sections, revenue rulings, revenue procedures and court cases that will ensure that you're not only saving taxes, but, just as importantly - protected under audit.
We have the experience, background , credentials -- and more importantly, the proactive attitude -- to give you more than just a history lesson.
What’s My Investment?
When you work with us you're making an investment to reduce your tax liability.
- A "Cost" is an expense for which the primary purpose is to continue operations under current revenue and expense structures.
- An "Investment" is an expense for which the primary purpose is to change future revenue or expense structures.
Our fees are based on the value we deliver to our clients. No value? No fee.
Historically, we've been able to provide a return on investment between 400% to 600%. (Sometimes even more...)
For each dollar invested, our clients have received between $4 - $6 (Sometimes even more) as a reduction in Federal Income Taxes paid to the IRS.
Ready to invest in your future?
Ready to take the first step?
What’s the Process?
We’ll get to know you so we can better understand your business operations, home life, likes and dislikes. We’ll assess if your values align with ours and ensure that we’re the right fit for you and that you’re a good client for us.
- We'll review your business and individual tax returns for missed opportunities, potential errors, and missed loopholes.
- We'll provide you with a questionnaire to better understand your business and personal goals and dreams.
- We'll schedule a meeting to provide you with a preliminary estimate of your potential tax savings that align with your goals and dreams.
Notice that you haven't paid us a dime, the process is 100% risk free.
If we can't deliver value or if we’re not a good fit, we'll let you know.
- If you like what you see, and are certain that we're providing value, we'll present you with an engagement letter to fully develop your personalized proactive tax plan , including what you can expect to invest to realize the tax savings.
- Within 30-45 days, we'll set up a delivery meeting to present you with your personalized proactive tax plan with step by step instructions on how to implement the strategies.
- We'll schedule a series of follow up calls to ensure that you're on the right track.
- You'll have the option to engage us in a maintenance advisory plan to implement and maintain your proactive tax plan throughout the year.
What do we need?
Here’s a short list of what we‘ll need for our initial meeting:
- Copies of your most recent business and individual income tax returns.
- Current financial statements (Balance Sheet and Income Statement) for each of your businesses.
- It’s a good idea to have your spouse at the meeting.
If you bring the most recent three year’s tax returns it would really help, but we can start with your most recent tax return.
The more information we have, the better we'll be able to advise you.
Bring as much information as possible, but at a minimum we'll need number's 1 - 2 from the list above.