Strategic Tax Planning

It's Not What You Make, It's How Much You Keep That Counts

If you run your own business or manage investments, you rely on information. Information on products, markets, and customers. Information to make money. And information to keep money.

You rely on your accountant for some of your most important information. But what does your accountant 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 do anything more.

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?

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.”

Having your own business can be financially rewarding in two ways

  1. It allows for better control over the amount of income and wealth you can generate.

  2. It opens the door to the tremendous tax advantages available in our tax code.

Questions that you need to understand the correct answers to:

  • Have you organized your business right for asset protection, tax reduction and lower your audit risk?

  • Do you need more than one business entity?

  • Are you properly recording and documenting your deductions?

  • Do you have the right benefit plans for yourself and your employees?

  • Do you have the right retirement plan to prepare for your future?

  • Have you included all of the employees that are entitled to the benefits you offer?

  • Are you taking advantage of all the legitimate deductions the tax code offers?

We work with business owners and investors throughout the United States. We have the experience — and the proactive attitude — to give you more than just a history lesson.

Contact us today to learn how we can help you!


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