Individuals
Real Estate Professionals
Business Owners
We work with you to identify and implement tax strategies that will result in the best tax outcome both currently and in the future as your circumstances change and evolve.
An Optimized Tax Situation
Tax Deductions & Credits
Entity & Tax Status Selection
Tax Strategies
Access to Solutions
Are you taking all of the tax deductions and claiming all of the tax credits that are available to you?
Selecting the right entity and then determining how it should be taxed could save you big.
We help create a roadmap detailing the tax and financial strategies that can be implemented today and planned out over time.
Many common solutions are provided internally or through affiliated businesses. If we don't offer it, we can connect you to an outside specialist.
Why Outsource Tax Planning?
Tax preparers and bookkeepers are helping many clients just like you. Their time is always constrained by IRS-imposed and client-imposed deadlines, compliance and regulatory updates to learn about, IRS letters to address, and an office to manage. They want to help you with tax planning, but they either don't have the time or the comprehensive knowledge to do it.
Financial advisors can advise you on saving and investing strategies, but they don't always understand all of the tax consequences that can affect you today and tomorrow.
We understand their (and your) challenges and frustrations. That's why we're here to help.
On-Call Advice
When you only want advice as needed, we're available to answer your one-off questions for $300 per hour, rounded up to the nearest 15 minutes.
~Pre-scheduled meetings/calls required.
Customized Advice
When you want a deep dive analysis of your current situation and short- and long-term strategies that can optimize your tax position contact us for a customized quote.