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Many successful businesses have a strong enough cash flow and are profitable enough to cover hidden obstacles such as poor entity structure or an unnecessarily high tax obligation. However, it's very possible that you should be paying less to the government and investing more! Our Tax Savings Analysis can make this possible by taking a systematic look at your finances and making strategic recommendations in four key areas:
- Minimizing Taxes
- Creating Financial Independence
- Protecting Assets
- Reducing Audit Risk
What We Do:
- We listen to you and make sure we understand your financial and business goals.
- We review your business' entity structure, e.g., partnership, C-Corp., etc., to make sure you've chosen the optimum structure. Choosing the wrong entity structure can lead to unnecessarily high taxes
- We review your tax returns line by line to identify potential savings. Our question is not whether or not the return was done properly, but how could it be done differently with a lower tax obligation.
- We review your asset exposure level and recommend ways to reduce or eliminate exposure in case of litigation, an all too frequent occurrence in today's litigious society.
- We review IRS tax audit risk, identifying "red flag" areas, and recommend changes, if necessary.
- We present you with our Tax Savings Analysis and discuss our findings with you.
So, What's Next?
We will need three years of your business and personal tax returns, in addition to current financial statements. These documents are kept in absolute confidence by our firm. We will then schedule a follow-up meeting to review the results. To schedule your FREE Tax Savings Analysis, contact us!
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