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TAX PLANNING & ADVISORY SERVICES

The best way to improve cashflow is through tax planning.

Continuous Tax Planning

Our tax advisory services are centered around making sure that we focus on tax planning and not just tax preparing. We provide clients with comprehensive tax planning and advisory services on a quarterly basis, not annually. This allows us to identify, implement, and document tax strategies as things change during the year. We strive to keep every dollar possible in our clients’ pockets, and there is no easier way to get more cash in your pocket than through tax planning…Our tax advisory services are for self-employed business owners and real estate clients specifically tailored for them.

What You Get with Our Tax Advisory Services...
  • Tax Plan For The Current Tax Year
  • Deduction Review & Strategy Planning 
  • Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership 
  • Retirement Options & Planning To Hit An Extra 1M By Retirement 
  • Insurance Review To Protect Assets & Reduce Taxes 
  • Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
  • IRS & Court Case References Support Positions
  • Core Tax Strategy Implementation & Documentation
  • Business Tax Preparation
  • Individual Tax Preparation
  • Quarterly Estimated Payments
  • Quarterly Core Tax Planning & Implementation Meetings
  • Quarterly 1on1 Review Tax Position
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Corporate Taxes
Corporate Taxes

We provide business tax advisory & preparation services including C-Corps, S-Corps, and Partnerships. Additionally, we assist start ups with proper IRS election to ensure the best possible tax structure is selected from the beginning.

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Individual Taxes
Individual Taxes

We work with our tax clients throughout the year to ensure we are aware of any major changes that could impact their tax liabilities and necessary IRS compliance is met. Our tax services are digital servicing clients in all states.

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International Tax
International Tax

Let our CPAs handle your international tax needs and represent you with the IRS. Our deep understanding of the ever changing international tax issues allows us to help international corporate and individual clients navigate the complex map ahead of them.

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IRS Representation
IRS Representation

We understand how stressful receiving a notice from the IRS can be to our clients. That is why we handle any tax correspondence to get in between our clients and the IRS. Let us put a power of attorney in place and handle every detail of your case from start to finish.

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