If all your accountant does is file your taxes, chances are they are making you pay more than your fair share.
Overseeing a growing business and helping it to thrive usually takes all the time you have and still probably leaves you wishing you could add a few extra hours to each day. The truth is that most small business owners simply do not have the time necessary to delve into the tax code. This is why it is so important as a business owner that you hire an excellent, reputable accounting firm.
Learn how to proactively save on taxes by scheduling a call with our tax specialists to help you navigate.
After deciding to pursue a degree in accounting, I found I simply loved figuring out how to use the tax code to my advantage. As I went through college, I frequently volunteered for the VITA volunteer tax program and helped people maximize their refunds by making sure we were claiming every credit for which they qualified. Getting low income households their maximum refund was a game to me and a life saver for them, and I loved doing it.
A few years later I had my CPA license and decided it was time to put my tax knowledge to use. I went to business for myself and joined an elite program designed for tax planners. I quickly learned that the tax tricks I was using for low income households were child’s play compared to what could be done for a business.
With over 100 different federal strategies to choose from, not to mention the hundreds of state and local strategies, I found we can save a business tens of thousands, if not hundreds of thousands in taxes! In fact our average tax plan will save a business owner $73,289 on taxes per year. And my team and I still enjoy doing it.
Tax, accounting, and business services that can help you accelerate your financial standing.
Most CPAs/tax preparers don’t do comprehensive tax planning. It’s a specialized skill that requires extensive training and excess research. Many will bring you minor strategies, but can’t actually put together a comprehensive plan fit for your unique business. They do an excellent job with preparation and compliance, so if that’s all you want for your business they are serving you well. We’re valuable to you when you’re looking for a more proactive approach.
What does tax planning look like?
Building a great tax plan involves a comprehensive look at your situation to design a plan specifically for you. That means we have some general procedures we follow, but the actual process is unique for each and every client with whom we work. It all begins with a Zoom call (insert link to calendar here), then adapts to what is best for you from there.
How much do you save your clients?
Tax savings range anywhere from a few thousand dollars to well over $150K per year! By the end of the 2021 tax season, our average client was set up to save $73,289 per year.
What if I want to obey the law?
Perfect! So do we. All tax strategies we recommend are legitimate tax strategies supported in the tax code and tax regulations. We even provide you with support for the strategies we recommend when we deliver the plan to you coupled with an explanation of any risk involved with a strategy should there be any.