Services
We provide several tax mitigation services
Our goal is to make your business more profitable and increase cash flow by minimizing your tax liability.
How we can help you?
Taxes represent one of the largest annual expenses for business and individuals in the United States. While often just accepted, a do-nothing approach to tax planning causes taxpayers to lose thousands of their hard-earned dollars every year. Our tax planning focuses on identifying the right combination of tax saving strategies for your situation
Integrated Tax Planning
Customized tax consulting, planning and minimization strategies designed to be integrated with your business and personal goals.
CFO Services
- Financial, business, and strategic planning and implementation.
- Management of the finance infrastructure (accounting, treasury, tax, finance)
- Cash flow management and projections.
- Budgeting and forecasting.
- Hands-on transition guidance (e.g., medical leave, business integration, or leadership succession)
Tax Resolution
We provide affordable solutions for business and individuals who for whatever reason find themselves at odds with the IRS. We will represent you in front of the IRS allowing you to continue to with your life. You will NOT have to talk to an IRS agent.
Our 6-D Tax Planning Process
01
Discover
Working together we will conduct a fact find to understand your current situation. We will clearly define your professional and personal goals.
02
Design
Here we evaluate all our the tax strategies that could provide tax savings to initially design your plan.
03
Develop
Development will further refine you plan to identify the key strategies based on tax savings / return compared to cost.
04
Deliver
We will deliver a complete documented tax plan. Your plan will include the top strategies to implement immediately and additional strategies for further future savings.
05
Deploy
We include a list of action items to deploy the top strategies. At your discretion we can help with the deployment.
06
Determine
Finally within a year we will meet again to determine if there any tax law changes and / or additional tax strategies you can implement for further savings.
Would you like to research how much you can save?
Call or click to schedule a strategy session to understand your savings.