The Best Tax Planning and Preparation Services
Our Business Tax Planning & Preparation Services Save You
Because dealing with tax season is an unavoidable part of doing business.
And keeping up with it all often overwhelms small business owners.
However, our business tax planning & preparation services can take that all off your plate and allow you to focus on what you’re good at…managing your business!
Tax Preparation Services
For many people, preparing taxes is dull, stressful, and time consuming.
You have to:
And if you make a mistake or file late, you could incur fines and penalties that magnify your tax burden.
Or, if you don’t fully understand tax codes (which change every year), you could needlessly send significantly more money to the IRS that you could be reinvesting in your business.
To see how our tax preparation services can help you, book your free consultation call today!
Forward Thinking Tax Planning that Minimizes Your Tax Burden
There’s a significant difference between tax preparation and tax planning.
That’s why we’ve listed them as two different services.
Tax PREPARATION looks back. It’s history.
We look back at what happened and prepare the necessary reports to document income and expenses for the IRS.
And the IRS doesn’t like revisionist history.
What’s done is done, so you have to pay taxes accordingly.
Tax PLANNING looks to the future.
And while we might look back briefly, it’s only for a reference point to pinpoint where you want to go.
With our strategic small business tax planning services, we complete a deep-dive study into your finances. Then, using our extensive experience in tax codes (and some pretty cool software tools!) we create a tax plan that incorporates your unique business situation with the applicable tax law.
The result?
Using a forward thinking approach, we actively seek out the best business structures and processes to minimize your tax liabilities and increase profits!
Tax Planning Case Study
One of my veterinarian clients recently purchased a practice in 2021.
We have completed some tax planning for this client and we determined that we can obtain an estimated one year tax savings of over $69K and a 5 year tax savings of a little over $200k using our planning, implementation, and maintenance services which was a 737% return on investment.