Who We Can Help
Helping High-Income Earners Slash Taxes and Build Wealth
High Income Earners
If your annual income is $250k or greater, and you’re concerned about overpaying in taxes, we can help.
We provide advisory on tax deduction maximization and tax-optimized strategies for business professionals seeking tax planning.
Common Life Events
Important events in your life such as the sale of your business, the sale of your rental property, inheritance or the receipt of a legal or divorce settlement can have critical tax implications. Working together, we will proactively plan for these life events with your financial goals in mind.
Tax CPA for Business Owners
Step 1
Collaborative Onboarding
Our comprehensive approach to tax planning is designed to take all of your financial goals and activites into account by first reviewing your key financial documents.
Step 2
Goal Oriented Planning
Working together on a goal-oriented business & personal tax plan, we prepare to implement a tax plan that serves your overall financial picture and business operations.
Step 3
Tax Plan Implementation
An effective tax plan requires implementation over time. Our team carefully puts your personal tax plan into action by developing tax advantaged solutions tailored to your financial activity.
Continued Tax Advisory
Once your tax plan is in place, benefit from our on-going tax & accounting advice combined with strategic business advisory when you need it.
Tax Strategy FAQ
CPA vs Tax Advisor, What's The Difference?
Certified Public Accountants (CPAs) must pass the longest and most challenging accounting certification process. CPAs are tax experts with qualifications to do much more than prepare taxes.
Tax Advisors are professionals with expertise in tax law, tax planning, and tax compliance, dedicated to advising individuals and businesses on optimizing their tax situations.
Our firm combines these two areas of expertise, acting as an invaluable asset to any business owner seeking to control their tax liabilities.
How Does Tax Strategy Differ from Tax Planning?
Tax Planning is a more proactive approach to taxes. Tax planning can involve taking actions before the end of the year to minimize your assumed tax liability. This allows you to manage your cash needs more effectively while removing the uncertainty typically experienced when meeting with your tax preparer just once a year.
Tax Strategy is an advanced form of Tax Planning. Tax Strategy is a long-term advisory service that considers your current financial situation, tax & legal structure, future financial goals, and the tax law environment. Tax Strategy is typically best suited for high income earners seeking to preserve wealth over time.
How Do I Pick A Tax Advisor?
The tax code can be complex, and many tax professionals do not have the background to offer value to every business owner or individual financial picture. When deciding to work with a Tax Advisor on Tax Planning & Tax Strategy, we recommend working with a licensed & experienced CPA capable of understanding your financial life.
How Tax Planning Helps
With year-round tax planning, we can help avoid unncessary taxes & reduce surprises for business owners seeking to implement tax optimization strategies and keep more of their hard earned income.
Our comprehensive tax planning services can identify opportunities for tax strategies tailored to your business industry and personal financial scenario.