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Save Business Taxes

It doesn’t matter how booming business is. When you see that negative sign on financial reports, it bums you out. Well, we get it. Tax savings is our jam and we can make it be yours, too. Our financial pros have the tax sense to help you optimize and save on taxes throughout the year.

Having an actual tax professional prepare your returns can be a no-brainer way to save on taxes. But it may require complex shifts, like changing your business structure. And now with the new tax code in place, businesses have a lot to gain. We can evaluate your entity, then find pearls in tax reform savings.

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Business Tax Preparation

Business Tax Preparation

Business taxes are a lot different than your average individual return. With quarterly tax deadlines and sales taxes to keep up with, it’s easy to miss a beat. That’s where we come in. Since 2007, we’ve been helping all types of businesses manage their taxes. Whether it be federal filing, state business returns, employment tax returns, sales tax returns, or heavy highway vehicle use tax, you can dump them all on us.

Package includes:

  • Overdue, Amended, and Superseding Tax Returns
  • All Current & Ongoing Tax Filing Requirements
  • All Entities, All Returns, Federal, State & Local
  • Specialized Filings
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TaxSaver Entity Optimizer™

Business TaxSaver

Entity, schmentity – does business structure on paper really matter? If you care about liability and tax savings, then yes. You may think you know best, but tax laws change. A side-by-side calculation of all possible business structures can help you maximize your tax benefits. Your tax money coach will walk you through the pros, cons, and requirements of each structure option. Every shape, size, and industry is unique – let’s find the perfect fit.

Package includes:

  • Comprehensive Business Analysis
  • Side-by-side Calculations to Maximize Tax Benefits
  • Optimize Tax Reform Benefits, including Section 199(A)
  • Business Action Plan
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Tax Planning & Wealth Preservation

Tax Planning & Wealth Preservation

Taxes are a fraction of your business finances. Even more, your business finances are just one part of your overall assets. Optimize your money, from business taxes to life after work, with a certified financial partner to guide you. Our Tax Planning & Wealth Preservation package offers personalized, goal-based planning and guidance for your business and family.  Feel good about money decisions like wealth accumulation, major purchases, education and retirement planning, and distribution. Start with a free consultation and we’ll pair you with our top-rated partners.

Services available include:

  • Retirement Planning Services
  • Business Strategies
  • Estate Investment Planning
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