Accounting, Tax Preparation and Tax Filing are not Tax Planning. When was the last time your tax person brought you a tax savings idea? A Strategic Tax Plan is a true “business fundamental” and it is probable you don’t have one. Now you can have a Strategic Tax Plan whose purpose is to lower your taxes, increase profitability and allow you to grow your wealth.
Our Tax Planning service is provided through an affiliation we have with a third party consisting of Enrolled Agents and Certified Public Accountants. All of this is done in a proactive manner, not retroactive, as you may have experienced in the past. This all starts with an assessment of your current tax situation and offers you a starting point to save taxes now and in the future.